Carl Maxey Phillips, EA P.O. Box 2689
Cookeville , TN
Phone: 931-525-1536 Fax: 931-525-1533 E-mail:
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.
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.