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Phil has been providing advisory and tax services to businesses and individuals for over 30 years. His unique blend of education and experience enables him to lend advice in a wide range of areas, including analysis of business startup opportunities, assistance with startup and ongoing capital requirements, cash management, profitability improvement, compensation and benefit planning, tax and financial planning, succession planning, and business valuations.
Education
MS/Accounting - University of Arizona
BS/Accounting - University of Illinois
Activities
Board Member - Ronald McDonald House, Charities of the Bay Area Inc.
Board Member - An International Architecture Firm
Member - American Institute of Certified Public Accountants (AICPA)
Member - California Society of CPAs (CalCPA)
Interesting Tidbit
Went to the first ever Baseball Fantasy Camp given in 1983. | 