Retired Partner
Current
Jan 2023 - Present
AeroLeads people directory · profile
Phyllis M. Email & Phone Number
Retired Partner, WellsColeman CPAs
at
WellsColeman
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Retired Partner, WellsColeman CPAs
Location
Richmond, Virginia, United States
Company size
Who is Phyllis M.? Overview
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Quick answer
Phyllis M. is listed as Retired Partner, WellsColeman CPAs at WellsColeman, a with 20 employees, based in Richmond, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Phyllis M..
Phyllis M. previously worked as Retired Partner at Wellscoleman and Partner at Wellscoleman. Phyllis M. holds Bs Commerce, Accounting from Spring Hill College.
Company email context
Email format at WellsColeman
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WellsColeman
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Profile bio
About Phyllis M.
Phyllis M. is a Retired Partner, WellsColeman CPAs at WellsColeman. Colleagues describe her as "I consider Phyllis a Trusted Advisor to our business. She has helped us in so many ways and continues to advise us on things we can do to be more successful and save money. I would recommend Phyllis and her company to any SMB that needs financial expertise or accounting/payroll services."
Current workplace
Phyllis M.'s current company
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Wellscoleman
5 roles
Phyllis M. work experience
A career timeline built from the work history available for this profile.
Partner
With over thirty years of experience in public accounting, I specialize in small business reporting, accounting, and tax issues. I work with clients in a variety of industries, with an emphasis on construction, and personal and professional services. I provide comprehensive family-business tax services, coordinating business, individual, retirement, and estate tax issues. I also focus internally on the firm’s quality control, providing the primary technical review of financial statements and of complex business and individual income tax returns.
Jan 2007 - Jan 2023
Manager
Aug 1989 - Dec 2006
Manager
Harvey Johnson, Cpa
Jan 1986 - Jun 1989
Staff Accountant, Senior Accountant, Supervisor, Manager
Jan 1978 - Mar 1984
Team & coworkers
Colleagues at WellsColeman
Other employees you can reach at wellscoleman.com. View company contacts for 20 employees →
PF
Patrick Forsythe
Colleague at WellscolemanUnited States
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GP
Gaurav Patadia
Colleague at WellscolemanRichmond, Virginia, United States
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SF
Sean Forsythe
Colleague at WellscolemanRichmond, Virginia, United States
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JT
Jojo Taylor
Colleague at WellscolemanRichmond, Virginia, United States
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CJ
Clayton Jones, Cpa, Cva
Colleague at WellscolemanGreater Richmond Region, United States
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SF
Simon Fitch
Colleague at WellscolemanGreater Richmond Region, United States
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EP
Elsie Profilio
Colleague at WellscolemanRichmond, Virginia, United States
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KG
Karen Guidon
Colleague at WellscolemanRichmond, Virginia, United States
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TN
Terry Newberry, Cpa
Colleague at WellscolemanHenrico, Virginia, United States
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JB
Joe Bugg
Colleague at WellscolemanRichmond, Virginia, United States
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Patrick Forsythe
Colleague at WellscolemanUnited States
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GP
Gaurav Patadia
Colleague at WellscolemanRichmond, Virginia, United States
View →
SF
Sean Forsythe
Colleague at WellscolemanRichmond, Virginia, United States
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JT
Jojo Taylor
Colleague at WellscolemanRichmond, Virginia, United States
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CJ
Clayton Jones, Cpa, Cva
Colleague at WellscolemanGreater Richmond Region, United States
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SF
Simon Fitch
Colleague at WellscolemanGreater Richmond Region, United States
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EP
Elsie Profilio
Colleague at WellscolemanRichmond, Virginia, United States
View →
KG
Karen Guidon
Colleague at WellscolemanRichmond, Virginia, United States
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TN
Terry Newberry, Cpa
Colleague at WellscolemanHenrico, Virginia, United States
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JB
Joe Bugg
Colleague at WellscolemanRichmond, Virginia, United States
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3 education records
Phyllis M. education
Bs Commerce, Accounting
Accounting
Journalism
FAQ
Frequently asked questions about Phyllis M.
Quick answers generated from the profile data available on this page.
What company does Phyllis M. work for?
Phyllis M. works for WellsColeman.
What is Phyllis M.'s role at WellsColeman?
Phyllis M. is listed as Retired Partner, WellsColeman CPAs at WellsColeman.
Where is Phyllis M. based?
Phyllis M. is based in Richmond, Virginia, United States while working with WellsColeman.
What companies has Phyllis M. worked for?
Phyllis M. has worked for Wellscoleman, Harvey Johnson, Cpa, and Cherry Bekaert Llp.
Who are Phyllis M.'s colleagues at WellsColeman?
Phyllis M.'s colleagues at WellsColeman include Patrick Forsythe, Gaurav Patadia, Sean Forsythe, Jojo Taylor, and Clayton Jones, Cpa, Cva.
How can I contact Phyllis M.?
You can use AeroLeads to view verified contact signals for Phyllis M. at WellsColeman, including work email, phone, and LinkedIn data when available.
What schools did Phyllis M. attend?
Phyllis M. holds Bs Commerce, Accounting from Spring Hill College.
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