Phyllis Jo Kubey, EA CFP ATA ATP

### **Phyllis Jo Kubey EA, CFP®, ATA, ATP: Expert Tax Consulting Services in Manhattan****Phyllis Jo Kubey EA, CFP®, ATA, ATP** is a trusted and highly experienced tax consultant located in the heart of Manhattan’s Upper West Side.

Situated at 255 W 108th St, New York, NY 10025, this business has become a go-to resource for individuals and businesses seeking professional tax advice and financial planning services.

With a reputation built on expertise, personalized service, and attention to detail, Phyllis Jo Kubey offers comprehensive solutions tailored to meet the unique needs of her clients.#### **Comprehensive Tax Consulting Services**As an Enrolled Agent (EA), Certified Financial Planner (CFP®), Accredited Tax Advisor (ATA), and Accredited Tax Preparer (ATP), Phyllis Jo Kubey brings a wealth of knowledge and credentials to her practice.

Her services encompass a wide range of tax-related needs, including individual income tax preparation, small business tax filings, IRS representation for audits or disputes, and proactive tax planning strategies.

Whether you are navigating complex tax regulations or simply looking to maximize your deductions and credits, Phyllis provides expert guidance every step of the way.#### **Personalized Financial Planning**In addition to her tax expertise, Phyllis Jo Kubey offers financial planning services designed to help clients achieve their long-term goals.

As a Certified Financial Planner (CFP®), she works closely with individuals and families to create customized plans that address retirement savings, investment strategies, estate planning considerations, and more.

Her holistic approach ensures that all aspects of her clients’ financial lives are aligned for optimal results.#### **Client-Centered Approach**What sets Phyllis apart is her commitment to delivering personalized service with integrity and professionalism.

She takes the time to understand each client’s unique circumstances and goals before crafting tailored solutions. Her approachable demeanor makes even the most complicated financial matters easier to navigate.

Clients appreciate her clear communication style and dedication to providing accurate .spinner_b2T7 { animation: spinner_xe7Q .8s linear infinite } .spinner_YRVV { animation-delay: -.65s } .spinner_c9oY { animation-delay: -.5s } @keyframes spinner_xe7Q { 93.75%, 100% { r: 3px } 46.875% { r:.2px } }