Specialized Services
Tax Compliance
Tax compliance is more than filing returns. Our team provides comprehensive federal and state tax preparation services for businesses, individuals, partnerships, corporations, and trusts. We focus on accuracy, efficiency, and identifying tax-saving opportunities while ensuring compliance with ever-changing tax laws. With Philips Wallace CPA, you gain a trusted advisor who looks beyond the numbers to help protect your financial future.
Tax Planning
The best tax strategies happen long before tax season. We work proactively with business owners, entrepreneurs, and high-net-worth individuals to develop customized tax strategies that minimize liabilities and maximize wealth. From entity structuring and real estate investments to retirement planning and major financial transactions, our goal is to help you keep more of what you earn through thoughtful, year-round planning.
Accounting
Accurate, timely financial information is the foundation of every successful business. Our accounting services include bookkeeping, financial statement preparation, reconciliations, and ongoing financial reporting. We leverage modern technology and streamlined processes to deliver meaningful financial insights, giving you the clarity and confidence to make informed decisions while staying focused on growing your business.
Fractional CFO
Growing businesses need more than accurate financial statements. They need strategic financial leadership. Our Fractional CFO services provide business owners with experienced financial guidance without the expense of a full-time executive. From cash flow management and budgeting to financial forecasting, profitability analysis, and strategic growth planning, we serve as an extension of your leadership team to help you make smarter decisions.
More Than Accountants. Partners in Your Success.
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Strategic Tax Planning. Financial Clarity. Smarter Business Decisions.
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At Philips Wallace CPA, we go beyond tax returns and financial statements. We partner with business owners, entrepreneurs, and individuals to minimize tax liabilities, strengthen financial performance, and build lasting wealth.
From proactive tax planning and accounting to outsourced CFO services and transaction advisory, our experienced team delivers the expertise, insight, and personalized attention you need to make confident financial decisions.
Your business is more than numbers. Your CPA firm should be, too.
Your Success Is Our Business.
Our approach is built around three principles:
Proactive Tax Planning
Understanding Your Goals
Build Lasting Relationships
Leadership Team
Brett Philips CPA
Founding Partner
Russell Wallace CPA
Founding Partner
Marie Kovalski
Chief Operating Officer
Emilia Patrinos
Director of Accounting Services
Logan Fiorletta EA
Tax Manager
Michael Hicks CPA
Tax Manager
