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Nancy Phillips, Cfp, Cpa

Owner at Nancy K. Phillips, P.C
Intro Book
Experienced CPA and CFP with 39 years of expertise in accounting, tax, and financial planning.
  • Claim this Profile
Location
Dallas, Texas, United States, US
Skills
  • Financial Reporting
  • Accounting
  • Financial Analysis
  • Tax
  • Income Tax
  • Show all
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Bio

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Nancy Phillips is a seasoned certified public accountant (CPA) and certified financial planner (CFP) with 39 years of experience in accounting, financial analysis, tax, and financial planning. She is the owner of Nancy K. Phillips, P.C., a boutique certified public accounting firm catering to high net worth family groups and small business owners. With expertise in financial reporting, accounting, tax preparation, and strategic financial planning, Nancy has a strong track record of delivering comprehensive financial solutions to her clients.

Credentials

  • CFP
    CFP Board
  • CPA
    CPA

Experience

  • Nancy K. Phillips, P.C
    • Dallas/Fort Worth Area
    • Owner
      • 1985 - Present
      • Dallas/Fort Worth Area

      Accounting Services:Income tax preparation including:Personal income taxesCorporate income taxes Partnership income taxesLLC/LLP tax filings Trust income taxes Estate taxes Gift tax returnsOil & gas taxation Family foundations tax filingsTax projections and planning QuickBooks support Quicken support1031 Exchange advicePayroll preparation – quarterly and annual filings Choice of entity type for new businessesFinancial Planning Services:Estate and wealth transfer planning Bill paying serviceFinancial money management Real estate consultingInsurance needs analysis Portfolio review Budgeting advice Debt management and consolidation services Retirement planning Educational planning Litigation Support/Services for Law Firms:Expert witness Tracking cash for embezzlement cases Tracking cash for community vs. separate property Tax projections for divorce cases Trust accountingAccounting for Estates

  • Nancy K. Phillips, P.C.
    • Dallas/Fort Worth Area
    • President
      • 1985 - Present
      • Dallas/Fort Worth Area

      We are a small boutique certified public accounting firm catering to high net worth family groups and small business owners. In today’s competitive environment, you need experienced help to guide you through the maze of complex tax laws. Our firm consists of well-trained professionals who help to give you overall tax and financial advice. We want to be your partner in helping to make you financially independent and your business work efficiently and profitably. Our niche specialties include complex income tax preparation and planning, helping train your staff on accounting software, estate and trust tax work and financial planning. We want to help you reach your goals.

  • Mary Kay Cosmetics
    • Corporate Tax Department
      • 1982 - 1985

  • Arthur Young
    • Tax Department
      • 1981 - 1982

  • The Associates Corporation of North America
    • Corporate Finance Dept.
      • 1978 - 1980

Education

  • Baylor University
    Master of Public Administration (M.P.A.), Taxation
  • The University of Texas at Arlington
    Bachelor of Business Administration (BBA), Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing.”

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