Nancy K. Phillips, PC
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Accounting & Tax Preparation Services:

Income tax preparation including:
  • Personal income taxes
  • Corporate income taxes   
  • Partnership income taxes
  • LLC/LLP tax filings  
  • Trust income taxes  
  • Estate taxes   
  • Gift tax returns
  • Oil & gas taxation    
  • Family foundations tax filings
  • Tax projections and planning  
  • QuickBooks support   
  • Quicken support
  • 1031 Exchange advice​ 
  • Choice of entity type for new businesses
Financial Planning Services:
  • Estate and wealth transfer planning
  • Financial money management  
  • Real estate consulting
  • Retirement planning  ​
Estate Services:
  • Help family members in settling estates, including identifying assets & step up in basis of assets
  • Prepare form 706, Estate tax return
  • Prepare 1040 personal income tax return partial year in the year of death
  • Prepare 1041 estate income tax return for the portion of the year after death
Litigation Support/Services for Law Firms:
  • Trust accounting
  • Accounting for Estates
  • Expert witness  
  • Tracking cash for embezzlement cases  
  • Tracking cash for community vs. separate property  
  • Tax projections for divorce cases
​

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Nancy K. Phillips, PC
8604 Greenville Avenue #200
Dallas, TX 75243
214-361-2444
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