Phil joined Walters and Associates CPA’s in August 2022 as Tax Manager working out of our Sarasota office. He works with clients advising businesses and individuals how to minimize their tax liability currently and in future years. Phil has over 25 years of experience in taxation in public accounting and within a corporate tax department. He has worked with multinational corporations, privately held businesses, not-for-profit organizations, and individuals.
Phil began his career with Big 4 firm PricewaterhouseCoopers. Next, he served for 8 years in the international tax department of a Fortune 500 client performing compliance, preparing tax provision, and performing analysis of projected acquisitions. Then decided he enjoyed working with business owners so went back into public accounting.
Phil is an Enrolled Agent as awarded by the Internal Revenue Service. He earned his Bachelor of Science in Accounting from Bowling Green State University and his Master’s in Business Administration with a specialization in International Business from Salem International University.