Cultivating financial growth in taxes, real estate & notary services, one seed at a time.
Philip
Green
A distinguished graduate of New York City Technical College (CUNY) and Pace University, New York, holding degrees in Accounting and Taxation. With a wealth of experience in Wall Street's Financial Services, particularly in Syndicated Loans and Investment Banking, Phil's expertise sets him apart.
His professional journey has taken him across the globe, from the vibrant streets of New York to Delaware, Dusseldorf in Germany, and the dynamic landscape of Bangalore, India. Managing teams in Salt Lake City, Utah, has honed his financial skills and instilled a deep appreciation for diverse cultures and peoples.
In 2013, Phil bid farewell to the corporate world as a Senior Vice President at a leading Investment Bank on Wall Street. This bold step marked the beginning of his Tax Preparation Business, where he prioritizes individual tax returns with utmost care and precision. As an IRS Enrolled Agent, he holds the authority to represent clients before the IRS, ensuring expert guidance and support.
Beyond tax preparation and representation, Mr. Green is a licensed Real Estate Agent and a Notary Public in the State of Florida. His diverse expertise provides comprehensive financial solutions tailored to your needs.
With Philip F Green on your side, you gain access to a seasoned professional who is committed to excellence, integrity, and delivering exceptional results. From taxes to real estate, he is dedicated to guiding you on your financial journey with expertise and care. Welcome to a world of personalized financial solutions crafted just for you.
SERVICES
Preparation for individual returns.
Buying, selling or investing?
In-person or mobile service.