I have worked with Nancy for many years, and she has provided personal, charitable and business bookkeeping and tax filing services to me and others I have referred to her. No complaints ever....
Nancy K. Phillips, PC
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Nancy K. Phillips, PC is a boutique certified public accounting firm based in Dallas, TX, specializing in trust and estate tax work for high net worth family groups and small business owners. With over 35 years of experience, their team of well-trained professionals provides expert guidance through the complexities of tax laws, offering comprehensive tax and financial advice to help clients navigate the challenges of handling the death of a loved one. Their niche specialties include complex income tax preparation and planning, estate and trust tax work, and financial planning, all aimed at helping clients achieve their goals and find peace of mind.
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Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her services for complicated tax returns and she has done an excellent job. Her staff is dedicated and...
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