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Welcome to Our Online Office!

 


 

 Important Dates for 2023-2024 Tax Season

2023 W2 Due Date for Employers:  1/31/2024

2023 1040 Tax Filing Deadline:  Monday April 15, 2024

2023 HSA & IRA Contribution Deadline:  April 15, 2024

1st Qtr 2024 1040ES Payment Due:  April 15, 2024

2nd Qtr 2024 1040ES Payment Due:  June 17. 2024

3rd Qtr 2024 1040ES Payment Due:  September 16, 2024

2023 Form 1040 Extended Deadline:  October 15, 2024

RMD Deadline for Individuals Age 73 or older at end of 2024:  December 31, 2024

4th Qtr 2024 1040ES Payment Due:  January 15, 2025

 

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. 

Spend Some Time

Explore our Online Office. There are many different ways to use the services here. You can:

  • Learn more about the services offered
  • Review updated articles at our  Client Resource Center
  • Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments
  • Stay Alert to tax and accounting news by reviewing the client newsletter.
  • Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Our Office offers the following:

  • Secure E-Mail - to and from our office, securely, password and identity theft protected
  • SecureFilePro Portal LINK where you can browse out to your computer, add files and send them securely back to our office.  See client portal instructions under the HOME tab in this website for further information.
  • Weekly Tax Tips - If you are not already receiving this valuable resource, please call our office and provide your e-mail address
  • Two Tax Professionals - Mary Ann (40 years experience) & Alycia (14 years experience) are ready to serve your tax preparation needs

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. This web site is meant to be an extension of services provided to you.

Visit often as additional news, Weekly Tax Tips, Monthly Newsletters and helpful information will be continually added by our office in an effort to serve you better. Please be sure to check out the 'Newsletters' area of this website for important updated NEW tax information. Updates are posted regularly to assist you to understand your taxes and/or formulate questions for our office.

 

 


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Latest Information

Client Resource Center

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Featured Article:

In The News

The following is an overview of some of the tax news and legislative proposals discussed or introduced over the past several weeks.

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Weekly Tax Tips

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Featured TaxTip:

Clues You are About to be Scammed

There are scams everywhere and unfortunately the IRS is one of the biggest tools to put on a scam. Here are some clues a scam is about to be done to you.

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Read All TaxTips

TaxVid Videos

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Featured Video:

2023 Individual Tax Highlights

The worst time to know about new tax laws is when it is too late to do anything about it. Here is a summary of the most impactful changes this year.

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Client Update Newsletter

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Featured Article:

You Need Tax Planning If...

Life alters your taxes with little to no warning. Here are several situations where need to schedule a tax planning session.

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Read Entire Newsletter

Call or email to get started today!

Get To Know Us

Mary Ann Phillips CPA

Certified Public Accountant

RELATED PROFESSIONAL EXPERIENCE

PRESENT POSITION

Self Employed as CPA in Palm Beach County area (since 1981)

Client base of small to medium businesses requiring services including quarterly reviews and financial statement preparation, tax consulting and business planning.  Complete tax return preparation services (Federal, State, Local).

Many individual tax clients of different tax positions requiring knowledge of tax rulings.

ARTHUR YOUNG & CO -- a.k.a. Ernst & Young

CPA Apprenticeship with Arthur Young & Co. ('Big Eight' International accounting firm).  Duties included all phases of auditing, supervision of auditing staff at the level of senior auditor, preparation of audited financial statements including footnote preparation, auditor for many large profit sharing and pension plans, preparation of State and Federal income tax returns for Corporate clients.

VARIOUS COMPANIES

Pre-professional experience with small, large and governmental operations as they relate to accounting and maintenance of financial records.

EDUCATION

Florida International University (Miami):   Bachelor of Business Administration, Major in Accounting, Graduated with Honors.

Certified Public Accountant - State of Florida License #11290

HONORS - COLLEGE

Listed in Who's Who in American College Students

Accounting Excellence award presented by the Dade Chapter of the American Institute of Certified Public Accountants for outstanding academic performance at Florida International University

Gary Gerson Scholarship:  Presented by FIU Accounting Department in recognition of academic achievement and leadership ability

Outstanding Service Award:  Presented by the officers of the FIU Honorary Accounting Society

REFERENCES

Corporate & Individual Tax/Accounting references available upon request

Alycia M Phillips EA

Enrolled Agent, Admitted to Practice before the IRS

ENROLLED AGENT, ADMITTED TO PRACTICE BEFORE THE IRS

Experienced Enrolled Agent (EA) with proven leadership skills, tax software knowledge and certification, corporate and personal tax experience, and proficiency with Tax Regulations.  Experience with a broad mix of clientele and able to resolve regulatory conflicts.

PROFESSIONAL EXPERIENCE

11/2020 to Present:    Enrolled Agent (EA), Admitted to Practice Before the Internal Revenue Service, Mary Ann Phillips CPA PA Office

12/2009 to Present:   Tax & Accounting Specialist (AFSP), Mary Ann Phillips CPA PA Office

Corporate, Partnership and Personal Tax preparation with varying levels of difficulty

Representation to the IRS for clients under IRS review or audit (penalty abatement, IRS adjustments, audit, etc.)

Certified and knowledgeable in Drake Tax Software

Experienced and qualified Bookkeeper (10 years of experience with QuickBooks Software)

Strategic Tax planning services to plan for life events or changes in income

Safe and secure delivery of documents containing sensitive client data (password protected to guard clients against identity theft)

Train employees and hold instructional meetings on tax law

Proficient on health care laws (Affordable Care Act)

Qualified Business Income Deduction Proficiency (Section 199A deduction new in 2018), formulated spreadsheets to plan for QBID

EDUCATION

Enrolled Agent (EA), Licensed to Practice Before the Internal Revenue Service -- Continuing Education requirement of 72 hours every 3 years

Bachelor's Degree in Accounting, Florida Atlantic University (FAU), Boca Raton, FL

Associate in Arts, Palm Beach State College, Palm Beach Gardens, FL

SPECIAL SKILLS

Assumed leadership role on group assignments at FAU; assigned tasks, managed time, enforced deadlines, resolved conflicts and motivated group members

Member of the Accounting Society at FAU

Annual Continuing Education (CE credits) in anticipation of new tax laws/regulations for the current tax year

Stay in Touch

Where to Find Us

Here are the best ways to contact us.

561-747-5431 info@cpa1931.com

1931 Commerce Lane #6, Jupiter, FL 33458-5857

Send Us a Message

We would love to hear from you!

561-747-5431 info@cpa1931.com

Get clarity on your tax and accounting situation