Profile
NANCY K PHILLIPS
ListedDallas CPA for Complex Tax, Estate, and Trust Work
About
About
Nancy K. Phillips is a Dallas, TX tax professional and CPA associated with NANCY K. PHILLIPS, PC and Peak Tax Advisors, LLC.
The source materials emphasize complex income tax preparation and planning, along with estate and trust tax work, financial planning, accounting services, bookkeeping services, and general…
Nancy K. Phillips is a Dallas, TX tax professional and CPA associated with NANCY K. PHILLIPS, PC and Peak Tax Advisors, LLC. The practice is described as a boutique certified public accounting firm focused on tax and finance needs for individuals, high-net-worth family groups, and small business owners.
The source materials emphasize complex income tax preparation and planning, along with estate and trust tax work, financial planning, accounting services, bookkeeping services, and general tax services. Nancy K. Phillips is identified as having over 40 years in tax, accounting, and financial services, with a CPA practice started in 1985 and a concentration in complex tax areas.
- Complex income tax preparation and planning
- Estate and trust tax work
- Tax planning and tax services
- Accounting and bookkeeping services
- In-person service format in Dallas
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Bookkeeping services | In-person | ||
| Tax planning | In-person | ||
| Tax services | In-person | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
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