Mary Ann Phillips CPA

What Mary Ann Phillips CPA does

Mary Ann Phillips CPA PA is a privately held, founder-owned CPA firm established in 1982 and headquartered in Jupiter, Florida. The firm provides personalized professional tax and accounting services to individuals and small-to-mid-size businesses in Palm Beach County, including federal, state, and local tax return preparation for personal and entity returns (C Corp, S Corp, LLC, Partnership, Sole Proprietorship), long-term tax planning and forecasting, bookkeeping, quarterly and annual financial statements, and IRS Authorized Electronic Filing with refund transfer options. The practice also provides IRS representation via an Enrolled Agent on staff.

The firm operates as a 3-person practice: founder Mary Ann Phillips (CPA, 40+ years experience, Florida license #11290, FIU graduate), Alycia M. Phillips (Enrolled Agent, 15 years experience, FAU graduate, admitted to practice before the IRS), and Kaelynn Jones (bookkeeper). Its core technology stack consists of QuickBooks Desktop and Online, the SecureFilePro encrypted client portal for document exchange, and IRS Authorized Electronic Filing; the firm also publishes Weekly Tax Tips, monthly newsletters, and TaxVid videos, and offers a suite of Financial Calculators as a digital lead-generation tool.

The business model is classic professional services: fee-for-service engagement priced by quote (not publicly disclosed), delivered by appointment at a single Jupiter office, with new client acquisition driven primarily by personal referrals supplemented by content marketing and online presence. The firm has served hundreds of individuals and businesses across service-based and manufacturing industries, with no disclosed external funding, no parent company, and no subsidiary structure. Revenue is not publicly disclosed.

Name

Mary Ann Phillips CPA

Legal name

Mary Ann Phillips CPA PA

Website

https://cpa1931.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

Mary Ann Phillips CPA PA is a privately held, founder-owned CPA firm in Jupiter, Florida, established in 1982, providing tax preparation, tax planning, bookkeeping, and financial statements to individuals and small businesses in Palm Beach County.

Ownership category

akta.pro rank

Headquarters

HQ city

Jupiter

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation Services: Professional tax return preparation for individuals and businesses including federal, state, and local returns. Services include IRS e-filing with faster refunds and reduced errors.
2. Accounting and Bookkeeping Services: Financial record-keeping, quarterly and annual financial statements, budgeting support, and payroll services for businesses.
3. Tax Planning Services: Long-term tax strategizing, annual forecasting, and mid-year planning to minimize tax liabilities for individuals and businesses.
4. Online Payment Processing: Secure payment processing through PayPal and credit/debit cards for client invoicing.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Mary Ann Phillips CPA PA provides personalized professional tax preparation, accounting/bookkeeping, tax planning, and financial statement services to individuals and small/mid-size businesses in the Jupiter, Florida area. The firm is staffed by a licensed CPA, an Enrolled Agent authorized to practice before the IRS, and a QuickBooks-experienced bookkeeper, offering federal/state/local tax return preparation, IRS e-filing, audit support, and quarterly/annual financial statements.

Product overview

Mary Ann Phillips CPA PA is a traditional CPA firm offering personalized professional tax and accounting services primarily serving individuals and small businesses in Jupiter, FL. The core offering consists of Tax Preparation Services for individuals and business entities (corporations, partnerships, LLCs), supplemented by Tax Planning and Forecasting, Record Keeping/Bookkeeping (using QuickBooks), and Financial Statement Preparation. Additional services include Electronic Filing with Refund Transfer options and a SecureFilePro Client Portal for secure document exchange. The firm also provides free Financial Calculators for client use. The portfolio represents a service-based model rather than a software platform, with all services delivered through direct professional engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Expert preparation of federal, state, and local tax returns for individuals, including IRS e-filing capabilities, deduction optimization, and audit support.
• Business Tax Returns Business tax return preparation for C Corporation, S Corporation, Limited Liability Company (LLC), Partnership, or Sole Proprietorship entities, serving service-based and manufacturing industries.
• Tax Planning Long-term tax strategizing including annual forecasting, mid-year planning, and customized business and personal tax strategies to minimize tax liabilities.
• Record Keeping / Bookkeeping Professional accounting services including quarterly and annual financial statements, budgeting, forecasting support, and bookkeeping with QuickBooks Desktop and Online integration.
• Financial Statements Quarterly and year-end balance sheet reports and detailed operating statements tailored to client needs, prepared using state-of-the-art accounting software for financial analysis.
• Electronic Filing - Refund Transfers IRS Authorized Electronic Filing Provider offering secure e-submission with options for direct deposit or check refund delivery through Refund Transfer Bank Products.

Quantifiable outcome

• Faster refunds through electronic filing
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Bench.co: Tech-enabled bookkeeping service for small businesses, pairing proprietary software with dedicated bookkeepers. Overlaps with the firm's bookkeeping and financial statement services for SMB clients via a software-led delivery model.
• 1-800Accountant: Virtual accounting and tax services firm serving SMBs and entrepreneurs with bookkeeping, tax preparation, and CFO-level advisory. Direct comparable on service mix and target SMB client base, delivered via a remote/virtual model.
• Jackson Hewitt: Retail tax preparation franchise focused on individual taxpayers, including lower-income and seasonal workers. Overlaps directly with the firm's individual tax preparation and refund-transfer service line.
• Padgett Business Services: Franchise network of small-business accounting, tax, and payroll services. Closely comparable on serving small and mid-size businesses with bookkeeping, tax preparation, and advisory services - the same SMB segment the subject firm targets.
• Pilot.com: Bookkeeping, accounting, and tax services for SMBs and startups, combining dedicated accountants with proprietary software. Comparable on the bookkeeping/tax/financial-statement bundle for small-business clients.
• Liberty Tax: Retail tax preparation franchise serving individual taxpayers with in-office and digital tax services. Comparable in offering tax preparation and electronic filing to the same SMB and individual segments as the subject firm.
• H&R Block: Largest retail tax preparation chain in the US, serving individual and small-business clients with tax filing, electronic filing, and refund-transfer services. Direct competitor in the individual/SMB tax-preparation space where Mary Ann Phillips CPA operates, though at vastly greater scale.

Broad incumbents

• Intuit: Owner of QuickBooks (used by the subject firm) and TurboTax, dominating both DIY tax software and small-business accounting software. Not a direct service competitor but a massive adjacent incumbent whose products both empower and threaten traditional CPA firms.
• RSM US: Mid-market accounting and advisory firm serving growing businesses with audit, tax, and consulting services. Adjacent at a higher tier; the subject firm's manufacturing and SMB clients are the kind of businesses that graduate up to RSM as they scale.

Emerging players

• Botkeeper: AI-powered bookkeeping service combining machine learning with human accountants for SMB clients. Emerging threat to traditional bookkeeping workflows, intersecting with the subject firm's core bookkeeping and financial statement services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/maphillips2
• LinkedInlinkedin.com/company/mary-ann-phillips-c.p.a.-p.a.

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mary Ann Phillips CPA