Our Team

 

For over 25 years at Steve Phillips & Associates, we have been building successful relationships with our clients and centering our attention to what is important to them. Located in Tucson, everything we do here is at our highest quality so clients don’t walk out without receiving the best work in accuracy, timeliness, honesty, and respect.  With our specialty in tax preparation, and other great services in consulting, incorporation of businesses, and bookkeeping, we have all the resources required to help meet individual specific needs. Anywhere from quick services to complicated situations, we will follow through until everything is settled with satisfaction. Our commitment to clients is what gives them the unique experience of confidence in our company, and a sense being valued whenever they do business with us. Here at Steve Phillips & Associates, we make it happen. 

 

Statute of Limitations

 Generally when a tax return is filed in a timely manner, the IRS and state have limited opportunity to review the return for any discrepancies.  The IRS has 3 years to comply with federal statute rules and regulations whereas the State of Arizona has 4 years to comply with similar state limitations.  The rules vary under some circumstances, and you may find additional information at the following links:

Read More: Federal

Read More: State

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Steven Phillips, CPA

Steven Phillips C.P.A.

Steven has three beautiful children and a lovely wife. He enjoys spending time with family, friends, and watching the New England Patriots win the Super Bowl.

Steven has been a CPA since 1994. He currently assists many individuals and business entities file their income taxes every year. He is committed to giving his clients the best possible personalized service.

Ryan Phillips EA

Ryan has been a member of the Steve Phillips & Associates team since 2016. Following his education from Pima Community College, Ryan completed the Gleim Enrolled Agent program and passed the IRS exams to become an Enrolled Agent in 2023. He enjoys spending time with his wife and kids, helping coach sports after office hours. Following in his father’s footsteps, he seeks to meet the needs of all the clients he does business with.

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Stephen Posson EA

Stephen Posson has been a Tucson resident since 1998 and graduated from Sabino High School in 2000 and the University of Arizona in 2007. Stephen has been involved in tax preparation and accounting with Steven Phillips and Associates since 2008 and in November 2012 Stephen passed the IRS exams and became an Enrolled Agent.

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Daniel Muritz EA

Daniel Muritz was born and raised in Tucson, AZ and graduated from Mountain View High School in 2003. He played soccer at Pima Community College for two years then transferred to, and graduated from, The University of Arizona in 2007 with an Accounting degree. He has been working with Steven Phillips and Associates since June 2005 and in March 2012 Danny passed the IRS exams and became an Enrolled Agent.

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Jill White EA

Jill has been working for Linn, Phillips & Associates, under the tutelage of Tom Linn and Steve Phillips, since February 2011. Previously, Jill worked for her family’s local business as the in-house Comptroller, gathering 20 years of corporate bookkeeping and Peachtree software experience. In January 2013, Jill successfully passed the IRS exams and became an Enrolled Agent. She is married and has two sons, which makes her appreciate the family-friendly working environment at Linn, Phillips & Associates.

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Jay Bohland

Jay Bohland

Jay Bohland received his accounting degree from the University of Arizona in 1993 and immediately started his own accounting practice. He passed the Arizona CPA exam in 1994 and began working with Steve Phillips and Associates in 2003.

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Tania Dutari

Tania joined Steven Phillips and Associates towards the end of 2016. She currently assists clients on the phone and at the front desk. She seeks to meet the needs of every individual she speaks to.

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Joanne Phillips

Joanne has been an Administrative Assistant for Steven Phillips and Associates for 14 years. She specializes in responsive feedback and relationship with clients. Joanne loves her family and enjoys spending time with her five grandkids.

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Carol Ray

Carol has been an Administrative Assistant for Steven Phillips and Associates for over 15 years. Carol focuses on client satisfaction and meets each need our clients express.