Phil Leib
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: restaurants, construction, real estate, medical, healthcare (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 1 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Phil Leib | home page | |
| Website | https://philleib.com/ | home page | |
| Office locality | White Plains, NY | home page | |
| Phone | +19149484811 | home page | |
| Offers bookkeeping | Documented: ...(PFP) ... Estate, Retirement and Elder Care financial planning Financial advisory Bookkeeping out sourced service Audits - financial and operational Business and strategic plans... | /services.html | |
| Month-end close + reporting | Documented: ...numbers. You see numbers ... I see opportunitie$ Yes, I can compile, review, or certify financial statements, audit operations and prepare tax returns, but when you engage Phil... | home page | 6 pts (max 6) |
| Industries served (documented) | restaurants, construction, real estate, medical, healthcare, professional services, manufacturing, hospitality | /services.html | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Philip R. Leib · CPA (self-reported to the IRS, not a state license) · business name on the record: Phil Leib, CPA | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...decisions like college savings or acquisitions. Sample of other professional services include: Investment management Insurance review Computer modeling Family office services... | /services.html Oct 27, 2026 | 5 pts (max 5) |
| Named contact / team | Phil Leib, CPA | home page | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy Policy | /images/PrivacyPolicy.pdf | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 3 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched New York Department of State active corporations (data.ny.gov n9v6-gdp6) for 'Phil Leib' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Philip R. Leib under the business name 'Phil Leib, CPA' in White Plains, NY. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
Data limitations
- 20 of 23 evidenced items come from Phil Leib's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.