Levi Phillips Email and Phone Number
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Levi Phillips personal email
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I am a CPA with a specialization in US and Canadian tax code. I assist clients with the complexities revolving around cross border issues such as US citizens living abroad, non-resident aliens investing in the US, years of departures, and the "invisible third return" created by tax treaties.
Safstrom & Company P.S.
View- Website:
- safstrom.com
- Employees:
- 2
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Senior Tax AccountantSafstrom & Company P.S.Bellingham, Wa, Us
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ManagerSafstrom & Company Jan 2022 - Present -
ManagerLarson Gross Cpas & Consultants Jul 2019 - Jun 2021Bellingham, Wa, Us -
Senior AccountantLarson Gross Cpas & Consultants Jul 2016 - Jul 2019Bellingham, Wa, UsAs a member of the largest locally owned public accounting firm north of Seattle, I have the unique opportunity to work with regional, national and international clients. Today, I might prepare a local couple’s individual Form 1040 tax return. Tomorrow, I could complete a regional partnership’s Form 1065. Next week, I could be working on a detailed Canadian Corporation’s Form T2. While each day brings new projects and new learning opportunities, here are some of my current responsibilities:• Individual Forms 1040 and 1040NR preparation• Partnerships Form 1065 preparation• S-Corporations Form 1120S preparation• Corporations Form 1120 preparation• Canadian Individuals Form T1 preparation• Canadian Corporations Form T2 preparation• Communicate effectively with tax return reviewers, including managers, senior managers and partners regarding project statuses• Interacting with clients to obtain information required to prepare returns as well as assisting the client with whatever needs they might have.• Collaborate, learn and work side-by-side with 85-plus unique team members
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Staff AccountantLarson Gross Cpas & Consultants Sep 2014 - Jul 2016Bellingham, Wa, Us
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Tax InternLarson Gross Jan 2014 - Jun 2014Worked as a Tax intern for Larson Gross. Filed various kinds of returns including 1040, 1120, 1120S, and 1065 returns.
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InternTriad River Tours May 2013 - Sep 2013Created a spread sheet using Excel that categorized and totaled all expenditures made over the course of the summer season. Used that information to create statements that would be used to inform investors of the business' standings at the end of the season. Kept track of and approved payroll checks for the season. Also helped out on the river, ensuring customers signed the correct paperwork, were properly geared with the proper protective gear, and had a great time.
Levi Phillips Skills
Levi Phillips Education Details
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Western Washington UniversityAccounting
Frequently Asked Questions about Levi Phillips
What company does Levi Phillips work for?
Levi Phillips works for Safstrom & Company P.s.
What is Levi Phillips's role at the current company?
Levi Phillips's current role is Senior Tax Accountant.
What is Levi Phillips's email address?
Levi Phillips's email address is le****@****oss.com
What is Levi Phillips's direct phone number?
Levi Phillips's direct phone number is +136055*****
What schools did Levi Phillips attend?
Levi Phillips attended Western Washington University.
What skills is Levi Phillips known for?
Levi Phillips has skills like Microsoft Excel, Accounting, Microsoft Word, Time Management, Tax, Group Work, Powerpoint, Auditing, Problem Solving, Typing, Social Media, Financial Analysis.
Who are Levi Phillips's colleagues?
Levi Phillips's colleagues are Kyle Sailors, Diane Mundy.
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