Theos practice entails compliance & tax strategies for individuals & flow-through entities. Theo also works with clients & their financial advisors on long-range tax & financial planning projects taking a proactive approach to identifying planning opportunities.

Prior to Joining Philipps and Brooks CPAs Theo worked for a boutique CPA firm in San Francisco, focusing on individual, small business taxation & forensic accounting.

I like working for Philipps and Brooks because I can grab a croissant, fish taco, or microbrew all within one block.

Licensure:

CPA New York

CPA California

Credentials:

Personal Financial Specialist (PFS)