Download PDFMEET PHIL
Phil has spent a considerable portion of his career focusing on corporate, partnership and individual tax consulting and preparation and review. He has collaborated with clients in numerous industries including investments, real estate, medical, and professional services. His experience also includes tax compliance and planning for closely held businesses and high net worth individuals. He has also represented client before the IRS and state taxing authorities. Phil’s areas of expertise include:
- C and S Corp Compliance
- Individual Tax Planning and Compliance
- Multistate Taxes
- IRS and State Notices
Education
Salem State College School of Business
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Massachusetts Society of Certified Public Accountants (MSCPA)
BACKGROUND
Phil began his career at Edelstein in June of 2023. As a manager in the firm’s Healthcare Group, Phil provides tax planning, formation and dissolution assistance, and compliance services.
HOW PHIL CAN HELP
- Assist with formation and dissolution of businesses
- Provide tax planning opportunities for individuals
- Resolve IRS and State Notices