David P Phillip CPA

A Trusted Partner for Your Financial Success

I am an Albany, NY-based full-service accountant with over 20 years of experience guiding individuals and businesses towards financial success. My mission is to provide my clients with highly professional accounting, tax, and business consulting services at competitive fees. I prioritize building strong relationships with my clients and collaboratively working with them to achieve their financial goals.

Accounting & Bookkeeping Services

My team and I handle all aspects of accounting and bookkeeping, ensuring accurate financial management and reporting. We offer:

• Automated bookkeeping systems implementation and management
• Accurate financial statement preparation
• Cash flow management and analysis
• Tax compliance guidance and filings

Business Consulting & CFO Services

I can assist businesses in various aspects of growth and development, including:

• Strategic planning and financial modeling
• Operational efficiency assessments
• Risk management analysis and mitigation
• Succession planning and valuation

Tax Planning & Preparation Services

I utilize my extensive knowledge of tax laws to optimize your tax efficiency and minimize your liabilities. My services include:

• Individual and business tax planning and preparation
• Tax controversy resolution and audits
• State and local tax compliance assistance

Beyond the Numbers

I understand that financial success is about more than just numbers. I take a holistic approach to understanding your financial goals and aspirations. I am dedicated to providing personalized guidance and support to help you achieve your financial dreams.

My Commitment

I am committed to:

• Top-notch customer service: Expect personalized attention and responsive communication every step of the way.
• Accuracy and transparency: I provide clear and concise explanations of your financial situation and options.
• Confidentiality and security: Your information is protected with the highest level of security.

Schedule a Free Consultation Today

If you are seeking a trusted partner to guide you towards financial success, schedule a free consultation by contacting me today. I look forward to discussing your individual needs and crafting a customized plan to help you achieve your financial goals.