James A. Phillips, PhD, CFP, EA Economic Consulting 5162 Hickory Circle
Cypress , CA
Phone: 714-826-9744 Fax: 714-826-9744 E-mail:
Type of Practice: Individual & Small Business Tax Practice Year Practice Began: 1980 Minimum Tax Preparation Fees: $40 for 1040ES/540ES How Tax Returns Fees Charged: By Schedule Electronic Filing Offered? No Refund Anticipation Loans (RAL) Offered? No Specialties or Areas of Concentration: Teachers/Proprietors/Partners (K-1s) Hours Open During Tax Season: 8:00am to 10:00pm Call First for Appointment? Yes Accept Out of State Clients?
Yes Clients Accepted:
California Other Services Offered: Tax Estimating and Planning, Retirement Planning, Financial Planning
Education: A.A. - Mt. San Antonio J.C. - 6/61; B.A. (Economics) - UC Santa Barbara - 6/62; M.A. (Economics) - University of Illinois - 8/63; PhD (Economics Education) - 6/71; CFP - College of Financial Planning of Denver - 8/91; Enrolled Agent - IRS - 10/93. Academic Achievements: UC Santa Barbara - Campbell Scholarship and Regent's Fellowship Professional Credentials: CFP, EA, Series 6 and 63; CA Life and Variable Annuities Insurance License Association Memberships: National - CA - Orange County Associations of Enrolled Agents; National - Orange County Associations of Certified Financial Planners; National Association of Tax Practitioners; American Economics Association Academic Teaching Experience: Fullerton College (Economics), 1964-66; Cypress College (Economics), 1966 - Present; CA State University at Long Beach (Economics), 1986-1992 Seminars Taught & Topics: Financial Planning - Cypress College - 1990 to Present Previous Private Employment: Pacific Finance Corp. (Financial Programmer), 1960-1962 Authorship: Elements of Economics (with Carl Pearl) - Macmillan - 1972 Personal Comment: We furnish a family business (myself, son, wife) relationship of personal attention to all tax and financial needs for the individual and small business owner.