Phil Winslow, CPA

Phil Winslow

Phil Winslow, CPA
Certified Public Accountant
I will help you donate less to the IRS
http://www.philwinslowcpa.com/

Senior Situation:

My husband died recently and I am worried about estate taxes.

 

Senior Solution from Phil Winslow:

I was able to help a client in this exact predicament protect over $3 million in assets from future federal estate tax. Working together with her attorney and financial planner, we reviewed the documents, valued the assets, and determined she could file a portability election within nine months of her husband’s death. Those funds will never be at risk for estate taxes now.

 

MEMBER: Phil Winslow
EMAIL: phlwinslow@earthlink.net
PHONE: 925-932-1655
SERVING: East Bay
ADDRESS: 1910 Olympic Blvd., Suite 325, Walnut Creek, CA 94596

ABOUT PHIL WINSLOW: Phil is a former IRS field agent. He has a Masters in Taxation, and has serviced the community with his CPA practice for over 25 years. Phil is a member of the American Institute of CPAs, the California Society of CPAs, the Estate Planning Council of Diablo Valley, the Financial Planning Association and is the current chair of the Personal Financial Planning committee of the CalCPA East Bay chapter. He is married and has two children and two grandchildren. He has lived in Walnut Creek since 1976, and enjoys sports and music.

 

SERVICES

 

  • Income Tax Returns
  • Estate Tax Returns
  • IRS & FTB Audit Representation
  • Financial Statements for businesses
  • Cash Management & Tax Planning

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