Traci Taubert CPA
About
Established in 2005, Phillips & Taubert CPAs is a full-service tax, accounting and business consulting firm. We pride ourselves in helping people improve their lives by streamlining and simplifying potentially complex financial issues. Serving individuals and business owners alike, we emphasize quality, integrity and accessibility in every aspect of our work. Our firm is here to provide peace of mind and proper financial planning for everyday life, as well as major milestones and decisions—from starting a business to buying a home, from getting married to starting a family. We value our clients and commit ourselves to exceeding their expectations.
Overview
Background checked
13 employees
10 years in business
Business hours
SunClosedMon9:00 am - 5:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Great 4.8
18 reviews
5
94%
4
0%
3
0%
2
0%
1
6%
Read reviews that mention:
Past Customer
May 10, 2025
·
From Google
From Google
Traci and the team are super knowledgeable, patient, and very helpful. We have the utmost confidence in our returns year after year.
Past Customer
May 7, 2025
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From Google
From Google
I assist a disabled elderly gentleman who is the actual client of this CPA's office. Everyone, from the people who answer the phones to the actual CPA handling the taxes, they are absolutely amazing and top notch. Anytime I had questions they were easy to reach and reliable. Thank you Traci and Heather.
Past Customer
May 7, 2025
·
From Google
From Google
Traci and team do a terrific job every year on our personal taxes.The process is organized, and they make clear requests for follow up information.I definitely recommend Traci for your tax needs!
Past Customer
May 6, 2025
·
From Google
From Google
The staff are all so nice and caring. Their skills and experience with my various tax requirements have been invaluable. Highly recommend.
Past Customer
May 6, 2025
·
From Google
From Google
Knowledgeable, efficient, and professional tax professionals! Theyre all the above and more. Weve been using Traci Taubert for 4+ years. Wish we had started sooner. Why do your own taxes when you can leave it to the professionals. They make tax season stress free. Thank you guys for removing the headache of the dreaded yearly 4/15 deadline. You all are the best!
Credentials
Background Check
Traci Taubert