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Carl Maxey Phillips, EA
P.O. Box 2689
Cookeville, TN 38502-2689



Telephone: 931-525-1536.

Fax: 931-525-1533.

E-Mail Address: frznrth@juno.com

Shipping Address: 1081 North Wall Ave., Cookeville, TN 38501-2043.


TAX PRACTICE INFORMATION


Type of Practice: Tax Planning, Preparation, & Representation.

Year Tax Practice Began: 1988.

Range of Tax Preparation Fees: $50 - $250.

Minimum Tax Preparation Fee: 1040A - $20, 1040 -   $26, Additional charges apply for each item beyond two W-2's.

How Tax Return Fees Charged: By Schedule or $50 per hour for non-schedule items.

Electronic Filing Offered?: No.

Hours Open During Tax Season: 10am - 6pm

Call First for Appointment?: Yes.

Accept Long Distance Clients?: Yes.

Other Business Services Offered: Anti-Fraud Counseling.


PERSONAL PROFILE


Education: BA - Jacksonville State University, 1973
MS - Jacksonville State University, 1975
MA - University of Alabama, 1975
AAS - Bevill State Community College (formerly Brewer State Jr. College), 1978 

Honors: Dean's List, Phi Theta Kappa, Fort Campbell Zebra Wives' Club Scholarship, Jacksonville State University Letter of Appreciation, Jacksonville State University Student Government Association Outstanding Service Award (3 citations), WLJS-FM Certificate of Appreciation, Sons of the American Revolution Medal, Golden Key Society, Westcott Fellow, International Who's Who of Entrepreneurs, Lexington Who's Who Registry of Executives and Professionals, Brown Fellow, and Alexis de Tocqueville Society of Northwest Georgia

Professional Credentials: Enrolled Agent, Accredited Tax Preparer, Accredited Tax Advisor, National Tax Practice Institute Fellow, Certified Professional Compiler (Canada).

Association Memberships: Association of Certified Fraud Examiners (associate member), Financial Planning Association, Institute of Certified Professional Compilers of Canada, National Association of Enrolled Agents, National Society of Accountants, National Society of Tax Professionals, Tennessee Association of Accountants, National Association of Tax Practitioners.

Seminars Taught & Topics: H & R Block Level II, 9/91 - 10/91, "Forgiveness of Debt and Net Operating Loss."

Previous Private Employment: 1989-1992, H & R Block, Income Tax Consultant: Montevallo, AL; 1993, H & R Block, Out of State Specialist and Research Department Head, Pelham, AL.

Previous Government Employment: Alabama Department of Revenue, Income Tax Division, Special Audit (sometimes called Federal Audit) Section, 1982-88.

Personal Comment: I prepare returns for the U.S., Canada, All States, All Provinces, and All Territories. I represent Taxpayers before State and Federal Income Tax Agencies. I plan Income and Estate Tax Programs for Individuals and Small Businesses.  The majority of my clients ship or fax their tax information and letters to me.


LINKS


Accredited Tax Preparer
Accredited Tax Advisor
Association of Certified Fraud Examiners
Financial Planning Association
Institute of Certified Professional Compilers of Canada
National Association of Enrolled Agents
National Society of Accountants
National Association of Tax Practitioners

Last Updated: February 2001



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