Profile
Our Mission
Phillips Tax & Accounting strives to provide timely, accurate, confidential and ethical services to our clients. Our goals include education of our clients to produce better financial decision making on a day-to-day basis and communication habits that help ensure both financial and tax mistakes be avoided. We realize that the nature of our services often requires teamwork – the client, banker, broker, attorney, insurance agent and accountant.
Phillips Tax & Accounting, Inc. strives to work together with all individuals that affect our client and encourage our clients to procure services from the professionals in the appropriate field. We do not try to be everything to everyone – we will concentrate on what we do best.
About Us
Phillips Tax & Accounting was organized in December of 1978 as Harnitz Accounting, Ltd. Ray Harnitz, EA was the only accountant and Jayna Phillips was his assistant at that time. In 1987 Jayna Phillips became an enrolled agent and Phillips Tax & Accounting, Inc. spun off from Harnitz Accounting, Ltd. In May of 2000, Phillips Tax & Accounting, Inc. purchased the assets of Harnitz Accounting, Ltd. In January of 2024, Karen Oram joined Jayna Phillps as a Shareholder in Phillips Tax & Accounting, Inc.
Jayna R. (Harnitz) Phillips – Shareholder
Enrolled Agent (1987), Accredited Tax Advisor (1984), Certified QuickBooks Advisor, Member: National Association Enrolled Agents, Wisconsin Society of Enrolled Agents, National Association of Tax Preparers, and National Accountants Society
Karen T. Oram – Shareholder
Certified Public Accountant
Member: American Institute of Certified Public Accountants
Member: National Association of Tax Preparers
Bachelor of Science in Accounting
Certified QuickBooks Pro Advisor
Trina Rahmlow
Enrolled Agent
Member: National Association of Tax Preparers
Accredited Tax Advisor
Tax Return Preparer
Member: National Association of Enrolled Agents, Wisconsin
Society of Enrolled Agents
Lori Schuster
Bookkeeping
Payroll Specialist
Notary
Anna Rogers
Bookkeeping
Payroll Specialist
Jennifer King
Bookeeping and Payroll Specialist
Jennifer@phillips-tax.com
John Davidsaver IV
Tax Return Preparer
Bachelor of Arts in Accounting
John@phillips-tax.com