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.

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.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Strategic Business Exit Planning: Why It Pays to Plan Ahead

Explore how proactive business exit planning, including tax and estate strategies, can support a smoother transition and protect long-term wealth for entrepreneurs and family business owners. Why Business Exit Planning Deserves a Seat at ...

<p>The post Strategic Business Exit Planning: Why It Pays to Plan Ahead first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Concentrated Stock: A Hidden Risk for High Achievers

Equity awards can build wealth but also concentrate risk. Learn how high earners can protect long-term goals through strategic planning. The Silent Risk in Your Portfolio: Concentrated Stock For many corporate executives and high-performing professionals, equity ...

<p>The post Concentrated Stock: A Hidden Risk for High Achievers first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Can High Earners Benefit from the New Senior Tax Deduction?

The One Big Beautiful Bill Act introduces a senior tax deduction for those 65+. Learn how high earners can use charitable giving strategies like QCDs to qualify and reduce taxes. The New Senior Tax Deduction: What You Need to ...

<p>The post Can High Earners Benefit from the New Senior Tax Deduction? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>