Welcome

Welcome to Phillips Tax & Accounting

NOTICE FOR PORTAL USERS:

Reminder that if you used our OLD portal at https://phillipstax.sharefile.com , it will be discontinued as of May 31, 2024. Any tax documentation from tax years 2022 and 2023 are already on your NEW portal ( https://portal.phillips-tax.com ) , but if you would like to move additional years, or you want to make sure there are no older documents that you need access to, please log in before May 31st and download those documents. If you do not recall your old login information, you can use the forgot password link on the old portal website.

We endeavor to provide our clients with the very best professional services possible. This Web site was designed to enhance those services by providing online answers to many of your everyday financial dealings and frequently asked questions.

Profile
Learn more about us, our history, philosophy and personnel. Visit this page to learn about the diverse and beneficial services available from our firm.

Resources
Let us simplify your life! Use our tax organizer to help you prepare for tax season or refer to the tax calendar for those important deadlines. You will also find a list of IRS Forms or Tax Publications that you may view, print or save to your hard drive.

If you’re retiring, planning for a child’s education, buying or selling a home, buying or leasing a car, looking for the best credit card rates or mortgage rates…this section has the answers. Take a few moments to browse through all the various Internet links and calculators. They are categorized so your visits to the site will be both efficient and pleasurable.

Newsletters
This section provides you with our current newsletter articles, as well as an archive collection that you may find useful.