Flexible & Confidential
Confidence / Clarity / Continuity
A Trusted Accountant
Trusted accounting leadershipfor individuals and businesses
Stephen D. Phillips, CPA partners with clients to deliver tailored tax solutions and accounting oversight, providing the dependability you deserve from your advisor.
About Our Firm
Tailored counsel. Dependable results.
Stephen D. Phillips, CPA delivers full-service accounting support, from business and individual tax services to comprehensive bookkeeping and outsourced accounting solutions. Remote engagements are available nationwide with in-person consultations by appointment.
The practice focuses on individual tax returns, start-ups, self-employed professionals, and businesses with fewer than 100 employees. Every engagement balances high-quality execution with cost-conscious rates.
Industry Depth
Confidence / Clarity / Continuity
Outcome Focused
Confidence / Clarity / Continuity
Services
Comprehensive services for complex needs.
Every client engagement begins with a personalized discovery session focused on understanding you and your business while aligning our services with your financial, accounting, and tax objectives.
Strategy
Tax Preparation & Future Planning
Full-service preparation and proactive planning so individuals and businesses can stay compliant while looking ahead with confidence.
Resolution
Tax Issues
Evaluation of prior filings, amendments, and notices to determine next steps and resolve outstanding tax questions efficiently.
Operations
Bookkeeping & Outsourced Accounting
Bank reconciliations, vendor invoices, payables and receivables management, payroll processing, and monthly close procedures with controller-level oversight.
Compliance
Sales & Use Tax
Monthly calculations and filings that keep sales and use tax compliant across jurisdictions while reducing administrative strain.
Governance
Internal Controls
Assessment and refinement of control structures so risks are mitigated and reporting remains accurate, timely, and audit-ready.
Growth
Start-Up Advisory
Entity formation guidance, cash-flow planning, and early-stage advisory to help emerging businesses make informed decisions from day one.
Principal Profile
Meet Stephen D. Phillips, CPA
Stephen D. Phillips is a CPA and former Big Four senior accountant with EY. He has partnered with business owners, CFOs, and controllers across organizations of every size, supporting accounting, assurance, and operational needs with steady guidance.
He also brings hands-on experience serving high-net-worth clients and their companies, providing tax and accounting services tailored to their personal and business goals.
Licensed in CATrusted Advisor Since 2017Virtual & In-Person
Get in Touch
Connect with Stephen D. Phillips, CPA
Reach out to discuss accounting, tax, future planning, advisory needs, or to schedule a consultation.
Book AppointmentEmail consultation requestEmailsteve@sphillipscpa.comDirect Line(619)536-2775
Office Location888 Prospect Street, Suite 200 La Jolla, CA 92037