Business Details
Your Trusted Accounting Partner in Hastings, MI
Phillips Tax & Consulting has been serving the financial needs of individuals and businesses in Barry County and beyond for over 25 years. Our firm combines deep technical expertise with personalized service, delivering customized tax planning, accounting, and business consulting solutions. As a paperless office, we prioritize environmental stewardship while maintaining the highest standards of data security through encrypted electronic document handling. Our commitment to integrity and client advocacy drives every decision we make. We pride ourselves on building long-term relationships by understanding our clients' unique circumstances and providing actionable insights.Our team actively engages with the local community through organizations like the Kiwanis Club of Caledonia and Thornapple Valley Church. With a focus on continuous learning, we stay current with evolving tax regulations and industry best practices. Our goal is to be more than just a service providerwe aim to be a trusted partner in our clients' financial success. Larry D. Phillips, a licensed CPA with a Master of Science in Taxation, leads our team alongside Office Manager Jessica Phillips. Together, we ensure every client receives timely, accurate, and strategically valuable financial guidance.
Services
Business Consulting
Tax Planning
Accounting Services
Individual Tax Preparation
Estate Tax Planning
Highlights and features
- We offer 25+ years of experience in tax and accounting services
- Our team includes a licensed CPA with advanced tax education
- We implement secure electronic document handling systems
- We maintain a paperless office to reduce environmental impact
- We provide personalized financial strategies tailored to client needs
Associations and certifications
- Michigan Association of Certified Public Accountants
- Certified Public Accountant (CPA)
Services
Business Consulting
We provide comprehensive business consulting services including entity selection, financial planning, and operational efficiency analysis. Our team helps clients with business valuations, software implementation, and growth strategies. With decades of experience across multiple industries, we deliver actionable insights that drive business success.
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing cash flow through strategic financial positioning. We help individuals and businesses navigate complex tax regulations, implement deferral strategies, and maintain compliance with federal and state requirements. Our proactive approach ensures optimal tax outcomes.
Accounting Services
We offer full-service accounting solutions including bookkeeping system implementation and financial statement preparation. Our services help businesses maintain accurate records, improve financial visibility, and support informed decision-making. We adapt our services to meet evolving business needs throughout all growth stages.
Individual Tax Preparation
Our personalized tax preparation services identify opportunities to reduce current and future tax burdens. We work closely with clients to understand their unique financial situations and develop customized strategies that align with their long-term financial goals while ensuring complete regulatory compliance.
Estate Tax Planning
We provide comprehensive estate tax planning services that address asset distribution, tax minimization, and family protection. Collaborating with estate attorneys, we ensure all tax implications are properly addressed in estate plans while preparing necessary trust and gift tax documentation.
People
Larry D. Phillips
CPA, MST
Larry has over 25 years of accounting experience across manufacturing, construction, and agribusiness sectors. He holds a Master of Science in Taxation from Grand Valley State University and actively participates in professional associations and community organizations.
Jessica Phillips
Office Manager
Jessica manages office operations with a background in education and community service. She holds degrees in Biology/Chemistry and Science Education, and contributes to local environmental initiatives through the Hastings Food Forest Steering Committee.
Questions
What document submission methods do you offer?
We offer four secure options: encrypted online upload (preferred), email, postal mail, and in-person drop-off at our Hastings office.
How can I check my tax refund status?
You can track federal refunds through the IRS 'Where's My Refund?' tool and Michigan state refunds via the Michigan Treasury website.
What should I bring to my tax appointment?
Clients should bring all relevant tax documents including W-2s, 1099s, receipts, and prior year returns. Specific requirements vary by individual circumstances.
Do you offer tax planning services?
Yes, we provide comprehensive tax planning strategies to minimize liabilities and optimize financial positioning for both individuals and businesses.
Are you available during tax season?
We extend hours during tax season with Saturday appointments available. Regular office hours apply during off-season months.
