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

Contact Information

Phone: 931-525-1536
Fax: 931-525-1533

Practice Profile

Type of Practice: Tax Planning, Preparation, & Representation
Year Practice Began: 1988
Minimum Tax Preparation Fees: 1040A - $20, 1040 - $26, Additional charges apply for each item beyond two W-2's.
How Tax Returns Fees Charged: By Schedule or $50 per hour for non-schedule items.
Electronic Filing Offered? No
Refund Anticipation Loans (RAL) Offered? No
Hours Open During Tax Season: 10am - 6pm
Call First for Appointment? Yes
Accept Out of State Clients? Yes
Clients Accepted: Tennessee
Other 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 
Academic Achievements: Dean's List, Phi Theta Kappa, Fort Campbell Zebra Wives' Club Scholarship, Jacksonville State University Letter of Appreciation, JSU Student Government Association Oustanding Service Award (3 citations), WLJS-FM Certificate of Appreciation, Sons of American Revolution Medal.
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.

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