Business Details
Professional Tax & Accounting Services in Granbury
Joseph L Phillips, CPA PC, CPA, PC was founded on the principles of quality, experience, and client trust cultivated through decades of professional dedication. Our founder, Joseph Phillips, transitioned from a successful career in the electronics industry to pursue public accounting, leveraging his mathematical expertise and business acumen. With a Bachelor of Arts in mathematics from College of the Holy Cross and an MBA from Suffolk University, Joe brings analytical rigor to tax and accounting services. After gaining experience with a Granbury, TX CPA firm, he established his practice to serve individuals, families, and businesses in Parker County and beyond. Our services span income tax preparation for individuals and corporations, not-for-profit entities, partnerships, estates, and gift tax filings.We specialize in payroll tax reporting, Texas state franchise sales tax, bookkeeping, and general ledger management. Our tax season hours from 7:30am to 6:00pm, including evenings and Saturday appointments, reflect our commitment to client convenience. Joe's New England upbringing instilled strong work ethics that shape our personalized approach to financial solutions. With post-baccalaureate accounting education and Texas CPA certification, we combine technical excellence with practical business insight. Our practice philosophy prioritizes transparency, ethical standards, and long-term client relationships built on consistent, reliable service delivery.
Services
Tax Preparation
Bookkeeping Services
Payroll Tax Reporting
Estate Tax Filings
General Ledger Management
Highlights and features
- We offer 20+ years of combined industry and accounting experience.
- Our CPA holds advanced degrees in mathematics and business administration.
- We provide personalized tax solutions tailored to individual circumstances.
- Our flexible scheduling accommodates busy client needs during tax season.
- We maintain Texas CPA certification with ongoing professional development.
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, corporations, and special entities. Our service covers income tax, estate tax, gift tax, and amendment filings. With deep knowledge of federal and Texas state regulations, we ensure accurate compliance while optimizing tax positions. Clients benefit from our proactive approach to identifying deductions and credits.
Bookkeeping Services
Our bookkeeping solutions maintain accurate financial records for businesses. We manage general ledger entries, payroll tax reporting, and Texas franchise tax compliance. The service provides organized financial data essential for business decision-making. Clients receive timely, precise records that simplify tax preparation and financial planning.
Payroll Tax Reporting
We handle complete payroll tax administration for businesses. This includes calculating, filing, and remitting federal and state payroll taxes. Our service ensures compliance with IRS and Texas Workforce Commission requirements. Clients avoid penalties through accurate, timely submissions while maintaining proper employee tax documentation.
Estate Tax Filings
We prepare specialized tax returns for estates and trusts. Our service addresses complex inheritance and transfer tax regulations. Clients receive guidance on minimizing tax liabilities during probate proceedings. We coordinate with legal professionals to ensure complete compliance with federal estate tax requirements.
General Ledger Management
We maintain complete general ledger systems for businesses. This includes accounts receivable/payable tracking and financial statement preparation. Our service provides real-time financial visibility for business owners. Clients benefit from organized records that streamline audits and tax filing processes.
People
Joseph L Phillips, CPA PC
Certified Public Accountant
Former electronics industry professional turned CPA with advanced degrees in mathematics and business administration. Established Granbury practice after passing Texas CPA exam. Combines technical expertise with practical business experience. Specializes in tax solutions and financial compliance.
Questions
What tax services do you offer?
We prepare individual, corporate, partnership, estate, and gift tax returns. Our services include tax amendments and compliance for not-for-profit organizations.
Do you handle business accounting needs?
Yes, we provide payroll tax reporting, Texas franchise tax filings, bookkeeping, and general ledger management for businesses of all sizes.
When are you available during tax season?
We're open Monday-Friday 7:30am-6:00pm with evening appointments, and Saturdays by appointment only during peak tax season.
What areas do you serve?
We primarily serve Granbury, Parker County, and surrounding North Texas regions from our local office location.
How do you handle complex tax situations?
Our CPA holds advanced degrees and combines electronics industry experience with accounting expertise to address complex tax scenarios effectively.
