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  • February 2011

    Was referrred to Jim a few years ago and am happy to pass on the favor. Jim is friendly, professional and knows his topic. Helped us undertand our taxes, offers good advice and remembers details even though we only see him once a year.

  • August 2010

    Finding an accountant on yelp! Imagine that. Jim is extremely professional. He offers accounting, bookkeeping, and tax services all in one. He has tremendous financial know-how. We simply need him! With changing marital status, addition of children, unique & changing business endeavors you need a trusted advisor on your team. He understands your vision and works to help you and your business succeed. Tax season post holiday ham can be overwhelming but Jim and his team take the stress out of it. It is only wise to hire a professional to maximize your money. He came highly recommended to us.

  • February 2010

    Jim Phillips is one of the smartest guys I've known.This is especially true when it comes to tax advice.He has been guiding my family through everything from my short form in 1971 to my parents retirement/ end of life planning,to my 2 start up companies . What I find about him to be so special is the genuine interest he takes in me and how he knows the questions that I have not thought of. He's the real deal.

  • Phillips James E CPA

    1660 S Amphlett Blvd #245, San Mateo

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