Burt Phillips, Ea, Cfp Email & Phone Number

231 Salina Meadows Parkway, Suite 180

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licenses affiliates. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Burt is FINRA registered in the following states:AL, AZ, CT, FL, MA, NC, NJ, NY, SC, VA.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

231 Salina Meadows Parkway, Suite 180

What does the term “enrolled agent” mean? “Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS. See more at: http://www.naea.org/taxpayers/what-enrolled-agent#sthash.iI5IndjS.dpuf

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