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Featured in Forbes’ Top 100 Must-Follow Tax Twitter Accounts For 2021

Phyllis Jo Kubey has been preparing tax returns and offering tax planning and consultation since 1986. Ms. Kubey worked with H & R Block in 1986, later opened her own tax business, and has been in business continuously for 30+ years.

Ms. Kubey has earned the professional licenses of Certified Financial Planner (CFP®), Accredited Tax Advisor (ATA), Accredited Tax Preparer (ATP), and Enrolled Agent (EA). She is a fellow of the National Tax Practice Institute (NTPI) and a member of the National Association of Enrolled Agents (NAEA), National Association of Tax Professionals (NATP), National Society of Accountants (NSA), Pride Planners, National Society of Tax Professionals (NSTP), NCPE Fellowship, Financial Planning Association (FPA), The American Payroll Association (APA), and a non-attorney member of the American Bar Association (ABA).

As an enrolled agent/EA Ms. Kubey is admitted to practice before the IRS and most state taxing authorities and enjoys the same practice privileges as CPA’s and Attorneys.

EAs are the only tax preparers licensed in all 50 states by the U.S. Treasury Department who not only prepare returns, but can represent taxpayers before all administrative levels of the IRS. They run interference between you and the IRS and state taxing authorities to ensure that you get fair treatment.

She specializes in IRS and state tax-related representation – audits, collection, non-filing cases, etc. – and has particular expertise in areas relating to musicians, actors, artists, non- resident alien tax issues, US citizens working abroad, same-sex couples, and clergy.

Ms. Kubey is active with NYSSEA (New York State Society of Enrolled Agents), having served as a Director and an Officer of the NYSSEA, and now serves as NYSSEA’s president. She is frequently quoted in the tax press and has been a panelist on Tax Talk Today.

On July 26, 2018, Ms. Kubey was honored to represent NAEA testifying before Congress (Senate Finance Committee subcommittee on Taxation and IRS Oversight) giving the tax practitioner’s perspective on improving tax administration today.

Ms. Kubey served as Chair of the NAEA PAC steering committee for many years and is active in both federal and state/local advocacy efforts promoting effective tax administration, the enrolled agent credential, and championing taxpayer rights.

She has received numerous awards for her service to both NAEA and NYSSEA.

Ms. Kubey was appointed, in January 2017, to serve on the IRSAC (Internal Revenue Service Advisory Council) – and served for four years. The IRSAC, a panel of tax experts appointed from all over the United States, advises the IRS on policy, procedure, programs, and initiatives. She chaired the IRSAC’s SBSE/W&I (Small Business/Self-employed and Wage & Investment) subgroup in 2018 and chaired the Wage & Investment subgroup in 2019 & 2020.

Ms. Kubey has a Master of Music in voice from The Juilliard School and is also a Certified Teacher of the Alexander Technique. She joined the Board of Directors of Voices of Ascension in January 2019 and currently serves as Secretary, Chair of the Advancement Committee, and Finance Committee member.