About Mary Ann Phillips CPA PA

PERSONALIZED PROFESSIONAL SERVICES

Since 1982, we have been working with hundreds of individuals and small to medium-sized businesses. Our purpose is to provide clients with highly personalized tax, accounting, and financial advice. By providing the best service possible at competitive and affordable fees, we have formed countless rewarding business relationships thoughout the Jupiter area and have helped our clients grow. In fact, almost all of our new business comes from client referrals.

Our office consists of two tax professionals:  Mary Ann Phillips CPA and Alycia M Phillips EA **[SEE BELOW - 'What is an Enrolled Agent']

We offer accounting and tax preparation for a wide variety of clients.  We specialize in:

* tax return filing and tax planning for individuals
* bookkeeping and financial statements for small businesses
* corporate tax return filing

**WHAT IS AN ENROLLED AGENT?

Enrolled agents (EAs) are federally-authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government.  Only EAs, attorneys and CPAs may represent taxpayers without limitation before the IRS.   EAs advise and represent taxpayers who are being examined by IRS, taxpayers who are unable to pay, and taxpayers who wish to avoid or recover penalties.  EAs prepare tax returns for individuals, partnerships, corporations, estates, and any other entities with tax-reporting requirements.  Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation and are required by the federal government to maintain their professional skills with continuing professional education.

OTHER FIRM INFO

Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations, the IRS and software companies keeps the firm on the "leading edge" of ever-changing tax laws, accounting methods and filing alternatives.

Computerized offices and internet fast-access ensures clients accurate, efficient, state-of-the-art service at a competitive price.

Federal Estimated tax payments can now be setup to be direct debited automatically at the time your return is prepared.  Ask about this service when you have your return prepared.

Visit the "Services" area of our site to learn more about the many accounting and tax services available to individuals and businesses. Your first one-hour consultation is offered at no charge!

Visit the "Contact Us" page for information regarding how to reach us via telephone using e-mail, text or mail.

Feel free to contact the office anytime. We're here to help.

 

 


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, monthly general ledger processing 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)

Meet with or hold remote coaching sessions on QuickBooks

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

Send Us a Message

We would love to hear from you!

561-747-5431 map@cpa1931.com

Get clarity on your tax and accounting situation