Business Details
Trusted Accounting & Tax Services in Naples, FL
Phillips Harvey Group has been providing personalized financial guidance to South Florida individuals and businesses for over 70 years. Our expertise spans tax management, assurance services, litigation support, business valuations, and computer consulting, tailored to meet evolving financial and regulatory challenges. We prioritize open communication to understand client needs through research and sound analysis, maintaining financial viability in the present while proactively addressing future goals. Our commitment to excellence and professionalism has earned us a trusted position in the local business community. We focus on building long-term client relationships by adding value through solid financial strategies.Our assurance services enhance financial record reliability, evaluate procedures, and develop strategies to navigate business complexities. Our tax and management services offer strategies to minimize liabilities, maximize cash flow, and align with financial objectives. We invest in technology and expertise to deliver quality audits and advisory services, emphasizing data analytics and risk management. Our community engagement reflects our core values of professionalism, responsiveness, and quality. With decades of experience, we serve as a trusted advisor for diverse industries, including construction, nonprofits, hospitality, and healthcare.
Services
Tax Management
Assurance Services
Business Valuations
Computer Consulting
Litigation Support
Payroll Services
QuickBooks Assistance
Financial Projections
ERISA Services
Mergers & Acquisitions Advising
Highlights and features
- We have over 70 years of experience in accounting and financial services.
- Our services integrate advanced technology for accurate audits and analysis.
- Dedicated to personalized client relationships and tailored financial strategies.
- Specialized expertise in ERISA compliance and business valuation.
- Active community involvement reflecting our commitment to core values.
Associations and certifications
- AICPA
- Private Companies Practice Section
Services
Assurance Services
Our assurance services focus on enhancing financial credibility through independent audits, risk assessments, and compliance evaluations. We use data analytics and expert insights to strengthen internal controls and regulatory adherence for businesses in diverse industries.
Tax Planning
We develop customized tax strategies to minimize liabilities and maximize cash flow, leveraging our expertise in federal and state tax regulations for individuals and businesses.
QuickBooks Assistance
From setup to advanced training, we optimize QuickBooks systems for accurate financial reporting and streamlined accounting processes tailored to small and mid-sized businesses.
Business Valuations
Our business valuation services provide detailed insights into company worth, supporting mergers, acquisitions, and estate planning with precise, data-driven assessments.
ERISA Compliance
We ensure compliance with ERISA regulations through comprehensive audits and consulting for employee benefit plans, helping fiduciaries meet legal obligations and reduce liability risks.
People
Nathan A. Phillips
Principal
Nathan A. Phillips, CPA, is a Principal at Phillips Harvey Group with decades of experience in accounting and audit services, specializing in assurance and regulatory compliance.
Stephanie J. Feldman
Principal
Stephanie J. Feldman, CPA, serves as Principal, leading tax strategy initiatives and client advisory services with a focus on personalized financial planning and compliance.
David N. Phillips
Principal
David N. Phillips, CPA/MBA, brings strategic leadership in financial consulting and business valuations, leveraging deep industry expertise to drive client success.
Michelle V. Schalmo
Client Service Manager
Michelle V. Schalmo, CPA, manages client relationships and ensures high-quality service delivery, combining technical expertise with a client-centric approach to accounting solutions.
Shannon L. Huber
Client Service Manager
Shannon L. Huber, CPA, oversees client service operations, providing strategic guidance on tax, audit, and financial planning needs with a focus on business growth and compliance.
Questions
What accounting services does Phillips Feldman Group offer?
We provide bookkeeping, payroll, financial projections, business valuations, and QuickBooks assistance tailored to individual and business needs.
Do you specialize in tax planning for businesses?
Yes, our tax planning services include strategies to minimize liabilities, maximize cash flow, and ensure compliance with evolving regulations.
How do your assurance services benefit clients?
Our assurance services enhance financial record reliability, assess risks, and improve internal controls using advanced data analytics and expert audits.
What industries do you serve?
We specialize in construction, nonprofits, healthcare, hospitality, and professional services firms, offering industry-specific financial solutions.
Can you assist with ERISA compliance?
Yes, we provide ERISA audits and compliance services, ensuring employee benefit plans meet federal regulations and fiduciary standards.
Are your accounting professionals certified?
Our team includes CPAs, auditors, and QuickBooks experts with decades of experience in accounting, tax, and financial advisory.
