Overview
Phil works closely with the owners and financial controllers of construction companies, general contractors, and subcontractors, with revenues ranging between $5 and $225 million. His client base also includes small businesses across various industries, as well as individual tax clients. Phil is known for his ability to simplify complex tax matters and deliver measurable financial results. His specialties include tax advisory, tax planning, and income tax preparation for both individuals and businesses.
Experience
With over a decade of experience providing strategic tax planning and financial advisory services, Phil has a proven track record of helping clients reduce their tax liabilities by thousands of dollars using strategies like cost segregation studies on newly constructed buildings and frontloading charitable contributions using donor advised funds. These approaches have enabled clients to offset large capital gains (e.g., tax gains from selling company stock), while also supporting the philanthropic causes that they care about.
In addition to tax services, Phil provides audited financial statements, accounting, and bookkeeping support. His experience spans all areas of accounting, including financial statement preparation, general ledger maintenance, payroll, and financial management.
Education & Affiliations
Phil earned his Bachelor’s in Business Administration from Louisiana State University. He is a licensed CPA in both Louisiana and Texas. Phil currently serves as a board member of the American Subcontractors Association (ASA) of Austin.
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