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Phillip Mosca - Omni360 Advisors

Phillip Mosca, CPA

Senior Accountant

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Phillip

Phillip is a CPA licensed in the state of New Jersey and a valued team leader at Omni. With a background in public accounting, he brings extensive experience in tax, auditing, and advisory services. He works closely with franchise owners and small business clients, helping them navigate financial decisions, improve operational efficiency, and stay compliant in a constantly changing regulatory landscape.

Phillip is known for his collaborative approach, mentorship, and commitment to delivering high-quality service to both clients and colleagues.

Outside of work, he enjoys spending time with family and friends.

TEAMS

Violet Team

A BRIEF HISTORY

Phillip earned both his undergraduate and Master’s degrees in Accounting from Rutgers University in New Brunswick. Before joining Omni in 2017, he worked with several accounting firms, gaining broad exposure to diverse industries and client needs. Since joining Omni, he has continued to grow professionally, ultimately advancing into his current leadership role.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Phillip is engaged, or continues to be engaged, to provide investment advisory services.

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Recent Posts

Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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New State Retirement Plan Requirements for Small Businesses in New Jersey and New York

Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...

<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever

Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...

<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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