Jeffrey E. Phillips, CPA

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Introduction

I am here for all your CPA needs. I specialize in tax compliance & planning. I have close to 30 years of tax preparation experience for S-corporations, C-Corporations, LLC's, Partnerships, Sole Proprietorships, & a variety of Individual Tax Returns. My prices are fair & I'll do my best to ensure you have the best possible experience with your tax needs. We can't guarantee refunds, but we will work our hardest to get your current year liability as low as legally possible and more importantly help plan for the following year to lower that liability even more.

Overview

Hired 21 times

Background checked

License verified

2 employees

3 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Check, PayPal, Venmo, and Zelle.

Social media

Facebook, Instagram, Twitter

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2023

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

24 reviews

5

96%

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4%

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Read reviews that mention:

Jay B.

Nov 8, 2023

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Hired on Thumbtack

Business Tax Preparation

Jamie B.

Jul 12, 2023

Jeff is professional, and responsive. He is incredibly knowledgeable in every aspect of his job, and does excellent work! Knowing that I can put my trust in him for my accountant/tax needs is the best feeling. He goes above and beyond for his clients, and makes tax season a breeze. I’m so grateful to have found him!

Joe S.

Feb 26, 2024

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Hired on Thumbtack

Individual Tax Preparation

Don M.

Feb 23, 2024

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Hired on Thumbtack

Jeff is extremely consultative and responded quickly to all of our questions. He handled our partnership LLC taxes (Fed and 2 states) and coached us through our first year very patiently!

Business Tax Preparation

Sherry B.

Feb 19, 2024

·

Hired on Thumbtack

Tax season is usually a stressful time for me. Jeffrey has made it easy and stress free! I will definitely use Jeffrey's services going forward!

Individual Tax Preparation

Credentials

License

License Type: CPA - Certified Public Accountant (NH)

License verified on 7/15/2023

Background Check

Jeffey Phillips

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Reasonable
What is your typical process for working with a new customer?
Initial Consultation. Send Link to my portal for secure upload of documents. List open items for client. Complete Initial Draft. Address Client Questions & Concerns. Prepare Final Copy. Efile the return. If both parties are happy with services, stay in contact with client for a tax planning session for the current year.
What education and/or training do you have that relates to your work?
Certified Public Accountant, Enrolled Agent, B.S. Accounting

Jeffrey E. Phillips, CPA

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