I work with you on a personal level to determine the best solutions for your unique needs, then leverage my seasoned expertise to achieve the best possible results.
I am your trusted partner in success. I offer a full range of professional services at a fair price to give you the individual attention that you deserve.
Rest assured that when a need arises, I am ready and capable to handle everything for you so you can focus on what matters most to you.
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), National Society of Tax Professionals (NSTP), NCPE Fellowship, and Financial Planning Association (FPA).
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 two terms as a Director of the NYSSEA, and now serves as NYSSEA’s second vice president. She is frequently quoted in the tax press and has been a panelist on Tax Talk Today.
On July 26, 2017, 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 serves as Chair of the NAEA PAC steering committee and is active in both federal and state/local advocacy efforts promoting effective tax administration, the Enrolled Agent credential, and championing taxpayer rights.
Ms. Kubey was appointed, in January 2017, to serve on the IRSAC (Internal Revenue Service Advisory Council). 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 chairs the Wage & Investment subgroup in 2019.
Ms. Kubey has a Master of Music in voice from The Juilliard School and is also a Certified Teacher of the Alexander Technique.