James A. Phillips, PhD, CFP, EA Economic Consulting 5162 Hickory Circle Cypress, CA 90630-2929

Telephone: 714-826-9744 Fax: 714-826-9744 E-Mail Address: JamesAR715@aol.com TAX PRACTICE INFORMATION Type of Practice: Individual and Small Business Tax Practice Year Tax Practice Began: 1980 Range of Tax Preparation Fees: $100 - $150 Minimum Tax Preparation Fee: $40 for 1040ES/540ES How Tax Return Fees Charged: By Schedule Electronic Filing Offered?: Yes Refund Anticipation Loans Offered?: No Specialties or Areas of Concentration: Teachers/Proprietors/Partners (K-1s) Hours Open During Tax Season: 8:00 am to 10:00 pm Call First for Appointment?: Yes Accept Long Distance Clients?: Yes Other Business Services Offered: Tax Estimating and Planning, Retirement Planning, Financial Planning   PERSONAL PROFILE   Education: A.A. - Mt. San Antonio J.C. - 6/61; B.A. (Economics) - UC Santa Barbara - 6/62; M.A. (Economics) - University of Illinois - 8/63; PhD (Economics Education) - 6/71; CFP - College of Financial Planning of Denver - 8/91; Enrolled Agent - IRS - 10/93. Academic Achievements: UC Santa Barbara - Campbell Scholarship and Regent's Fellowship Professional Credentials: CFP, EA, Series 6 and 63; CA Life and Variable Annuities Insurance License Association Memberships: National - CA - Orange County Associations of Enrolled Agents; National - Orange County Associations of Certified Financial Planners; National Association of Tax Practitioners; American Economics Association Academic Teaching Experiences: Fullerton College (Economics), 1964-66; Cypress College (Economics), 1966 - Present; CA State University at Long Beach (Economics), 1986-1992 Seminars Taught & Topics: Financial Planning - CypressCollege - 1990 to Present Previous Private Employment: Pacific Finance Corp. (Financial Programmer), 1960-1962 Authorship: Elements of Economics (with Carl Pearl) - Macmillan - 1972 Personal Comment: We furnish a family business (myself, son, wife) relationship of personal attention to all tax and financial needs for the individual and small business owner. Last Updated: December 2002

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