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James A. Phillips, PhD, CFP, EA
Economic Consulting
5162 Hickory Circle
Cypress , CA  90630-2929

Contact Information

Phone: 714-826-9744
Fax: 714-826-9744

Practice Profile

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

Personal Profile

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.

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