Phillips & Company
What we could verify
- Registered business?
- Not verified
- 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: hospitality (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 3 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 | Phillips & Company | home page | |
| Website | https://www.michianacpa.com/ | home page | |
| Office locality | Elkhart, IN | home page | |
| Phone | +15742944685 | home page | |
| Offers bookkeeping | Documented: Elkhart Accounting and Tax Services | Bookkeeping | accounting firm in IN Previous Next Accounting Firm in Elkhart IN Making sound... | home page | |
| AP / AR | Documented: ...Determining and setting up the appropriate accounts for your business - payroll, accounts receivable, accounts payable, inventory, etc. Mapping your accounts for tax purposes to... | /quickbooks-accounting.htm | 4 pts (max 4) |
| Payroll coordination | Documented: ...who know how the tax laws apply to businesses in your particular industry. Read More Payroll Services With our outsourced payroll solutions, you’ll have the confidence of knowing... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...supply a variety of accounting and bookkeeping services for small businesses, including financial statements, budgeting, and cash flow maintenance. New Business Advisory We walk... | /our-accounting-services.htm | 6 pts (max 6) |
| Industries served (documented) | hospitality | /restaurant-accounting-services.htm Nov 5, 2026 | 5 pts (max 5) |
| Software supported | QuickBooks | /about-us.htm | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Anna Jurek · Enrolled Agent (on the IRS record) · business name on the record: Phillips & Company | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Dan Phillips, CPA | /about-us.htm | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy | /privacy.htm | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 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); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
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); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Indiana Board of 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 Anna Jurek under the business name 'Phillips & Company' in Elkhart, IN. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Phillips & Company'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.