I've had the pleasure of working with Nancy and James a few times throughout the past year or so. I can tell you that this is one of the most well-run, considerate, professional, and capable CPA firms around town.
About Nancy K. Phillips PC: Nancy K. Phillips, CPA
We are a boutique certified public accounting firm specializing in trust and estate tax work and catering to high net worth family groups and small business owners. In today’s competitive environment, you need experienced help to guide you through the maze of complex tax laws. Our firm consists of well-trained professionals who help to give you overall tax and financial advice. We want to be your partner in helping you when handling the death of a loved one by answering complex tax questions. Our niche specialties include complex income tax preparation and planning, estate and trust tax work and financial planning. We want to help you reach your goals and have peace of mind.
