Biography

Phil has practiced in public accounting since 2006. He works with closely held businesses and their owners, construction and real estate companies, manufacturing companies, and alternative investment vehicles including hedge funds, private equity funds, and venture capital funds. His areas of expertise include entity structuring, estate and succession planning, complex flow-through tax planning, and partnership allocations and transfers.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Snohomish County Estate Planning Council
  • Member, Washington Society of Certified Public Accountants

Community Involvement

  • Board Member, Community Foundation of Snohomish County
  • Former Executive Board Member, Everett Little League

Education

  • BA, accounting, University of Washington
  • MS, taxation, Golden Gate University