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.

Kristen brings a diverse background to her role as Client Liaison for Tax and Accounting at Omni 360 Advisors. Before joining the firm, she spent several years working within a family-owned business that operated multiple entities, including a hair salon and a construction company. She later dedicated time to being a full-time homemaker to her now college-aged children, further strengthening her organizational and multitasking skills.

Sonam brings over a decade of tax and accounting experience to the Omni team, along with a thoughtful, client-focused approach that blends technical expertise with genuine care. She is known for her ability to think creatively when solving tax challenges and for approaching each client relationship with patience, clarity, and a strong commitment to service.

Thomas brings a detail-oriented and client-focused approach to his work at Omni, supporting individuals and businesses with a wide range of accounting and tax needs. He assists clients with monthly bookkeeping, prepares business and individual tax returns, and files monthly and quarterly sales tax. Known for his steady communication style and commitment to accuracy, Thomas helps ensure clients receive clear, well-organized financial information throughout the year.

Mary brings strong expertise in bookkeeping and extensive experience with QuickBooks Online, making her a trusted resource for maintaining accurate and well-organized financial records. She specializes in bank reconciliations, transaction categorization, financial reporting, and troubleshooting QBO issues. Mary is known for her precision, reliability, and commitment to keeping books clean and clear. Her guiding principle is simple: “Helping businesses grow through accurate books and trusted financial guidance.”