Business Details
Your Trusted Partner for Accounting Solutions
Phillips Harvey Group has provided personalized financial guidance to South Florida individuals and businesses for over 70 years. Our expertise spans tax management, assurance services, litigation support, business valuations, and computer consulting. We prioritize open communication to understand client needs through research and sound analysis, maintaining financial viability while proactively addressing future goals. As a trusted staple of the local business community, we uphold high standards of excellence and professionalism.Our assurance services focus on building client relationships through evaluating financial procedures and developing strategies to navigate business challenges. We specialize in tax planning and preparation, minimizing liabilities while maximizing cash flow aligned with evolving tax laws. Our team combines technical knowledge with industry-specific insights to deliver tailored solutions for diverse sectors including construction, healthcare, and nonprofit organizations.
Services
Assurance Services
Tax Planning
Business Valuations
Financial Consulting
Audit Services
Payroll Processing
QuickBooks Support
Estate Planning
International Taxation
Cash Flow Analysis
Highlights and features
- We offer 70+ years of experience in accounting and financial services.
- Our team provides personalized solutions tailored to individual client needs.
- We maintain membership in the AICPA Private Companies Practice Section.
- Our professionals deliver strategic tax planning to minimize liabilities.
- We combine technical expertise with industry-specific knowledge for diverse sectors.
Associations and certifications
- AICPA
Services
Assurance Services
Our assurance services provide independent audit and attestation solutions for businesses across industries. We evaluate financial procedures and internal controls to ensure regulatory compliance while identifying operational improvements. Our AICPA-affiliated professionals use data analytics to deliver high-quality audits that enhance business decision-making.
Tax Planning
We offer comprehensive tax planning and preparation services to minimize liabilities for individuals and businesses. Our experts stay current with evolving tax laws to optimize financial opportunities. Services include entity selection, international taxation, and IRS representation for complex tax matters.
Business Valuations
Our business valuation services analyze company worth for mergers, acquisitions, or succession planning. We consider market trends, financial performance, and industry benchmarks to deliver accurate assessments. This service supports strategic decision-making for business owners and investors.
Financial Consulting
We provide strategic financial consulting for cash flow management, debt restructuring, and business growth. Our consultants analyze financial data to improve operational efficiency and profitability. Services include QuickBooks support and customized financial reporting solutions.
Payroll Services
Our payroll services streamline employee compensation processing and tax compliance. We implement automated systems for accurate payment processing and regulatory reporting. This service reduces administrative burdens while ensuring timely payroll tax filings for businesses of all sizes.
People
Nathan A. Phillips
Principal
Nathan A. Phillips is a certified public accountant and principal at Phillips Harvey Group. With decades of experience in accounting and financial services, he specializes in assurance services and business strategy. He contributes to the firm's leadership in delivering high-quality audit solutions.
Stephanie J. Feldman
Principal
Stephanie J. Feldman serves as a principal at Phillips Harvey Group with expertise in tax planning and financial consulting. Her experience spans strategic business advisory and client relationship management. She plays a key role in developing customized financial solutions for clients.
David N. Phillips
Principal
David N. Phillips is a CPA and MBA holder serving as principal at Phillips Harvey Group. He specializes in business valuations and financial analysis. His expertise contributes to the firm's advisory services for business growth and succession planning.
Michelle V. Schalmo
Client Service Manager
Michelle V. Schalmo manages client services at Phillips Harvey Group with a focus on accounting and tax compliance. As a certified public accountant, she ensures high-quality service delivery and client satisfaction through personalized financial guidance.
Shannon L. Huber
Client Service Manager
Shannon L. Huber serves as client service manager at Phillips Harvey Group. Her expertise in accounting and financial reporting supports businesses in maintaining accurate records. She provides strategic financial advice to help clients achieve long-term objectives.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to small businesses.
Do you specialize in any particular industries?
We serve construction, healthcare, nonprofit, hospitality, and professional service firms with industry-specific financial expertise.
How do you handle complex tax situations?
Our tax specialists manage international taxation, estate planning, and IRS representation for individuals and businesses.
Can you assist with QuickBooks implementation?
Yes, we offer QuickBooks setup, training, and ongoing support for businesses needing accounting software solutions.
What sets your firm apart from other accounting firms?
Our 70+ years of experience, personalized service approach, and industry-specific expertise distinguish us from competitors.
Do you offer advisory services for business growth?
Yes, we provide financial consulting for cash flow analysis, debt restructuring, and strategic business planning.
