Carl Maxey Phillips

Carl Maxey Phillips
Title:
Owner, Founder
Company:
Carl Maxey Phillips, EA
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Member Biography / Profile

Address:
Cookeville, Tennessee
Type Of Business:
Tax Consulting Firm
Marketing Area:
Regional
Expertise:
Mr. Phillips' expertise is in personal tax consulting, tax planning, tax preparation and tax representation.
Major Product/SVS:
Tax Consulting, Tax Planning, Tax Preparation, Tax Representation
Favorite Business Publication:
The Wall Street Journal
Hobbies/Sports:
Watching Movies, Reading Science Fiction
Education Degrees:
Master of Arts in Journalism, University of Alabama (1975); Master of Science in Instructional Media, Jacksonville State University (1975); Bachelor of Arts in German, Jacksonville State University; Associate of Applied Science in Management and Supervision, Bevill State Community College (1978)
Affiliations Awards:
Chapter President, American MENSA, Montgomery, AL (1982-1985); Chapter President, Alabama State Employees Association, Montgomery, AL (1983-1985); Presidents Council, Montgomery, AL (1983-1985); American Flag Dedication, Republican Presidential Task Force (1982); Founders Club, National Republican Senatorial Committee (1989); Sunday School Secretary, Dexter Avenue United Methodist Church, Montgomery, AL (1982-1985); President, Men's Club, Dexter Avenue United Methodist Church, Montgomery, AL (1983-1985); Life Member, American Legion; Life Member, American MENSA; American Numismatic Association; Benefactor, Life Member, National Rifle Association; Life Member, Tennessee Numismatic Society; American Society of Tax Problem Solvers; Associate Member, Association of Certified Fraud Examiners; Affiliate Member, Association of Fundraising Professionals; Cookeville Area-Putnam County Chamber of Commerce; Financial Planning Association; Institute of Certified Professional Compilers of Canada; Associate Member, National Association of Certified Valuation Analysts; National Association of Enrolled Agents; National Association of Tax Professionals; National Federation of Independent Business; National Society of Accountants; National Society of Tax Professionals; National Tax Association; Associate Member, Society for Human Resource Management; Turnaround Management Association
Industry:
Personal Taxes
Date of Distinction:
5/2/2008
Work History:
Research Department Head, H & R Block, Pelham, AL (1993) (non-exclusive); Out of State Specialist, H & R Block, Pelham, AL (1993) (non-exclusive); Income Tax Consultant, H & R Block, Montevallo, AL (1989-1992); Revenue Examiner, Special Audit/Federal Audit Section, Income Tax Division, Alabama Department of Revenue, Montgomery, AL (1982-1988); Statistician, Research Section, Research and Statistics Division, Alabama Department of Industrial Relations, Montgomery, AL (1981-1982); Statistician, Reports Section, Research and Statistics Division, Alabama Department of Industrial Relations, Montgomery, AL (1979-1981); Career-Related Instructor, "Forgiveness of Debt and Net Operating Loss", Level II, H & R Block, Pelham, AL (1991); Instructor, "Introduction to Investigative Journalism", Jacksonville Learning Cooperative, Jacksonville, AL (1975); Instructor, "Introduction to Parapsychology", Jacksonville Free University, Jacksonville, AL (1973-1974); Founder, Jacksonville Free University, Jacksonville, AL (1973); Contributor, The Book of Lists 2 (1980); Invention, World's First Inexpensive Teaching Machine (1973)
What do you feel separates you from the rest of the professionals in your industry?:
Mr. Phillips ability to face challenges separates him from his peers.
Number Of Years In Profession:
26
Education Certifications:
Accredited Investment Fiduciary Advisor; Accredited Tax Advisor; Accredited Tax Preparer
Awards/Honors:
Outstanding Membership Growth Award, Montgomery-Wiregrass MENSA Chapter, American MENSA (1986); Golden Apple Award, Dexter Avenue United Methodist Church (1985); Academic Excellence Award, UAB Junior College Academic Bowl (1978); Dean's List (1977-1978); Fort Campbell Zebra Wives' Club Scholarship (1969); Jacksonville State University Letter of Appreciation (1974); Jacksonville State University Student Government Association Outstanding Service Award (1974-1976); Sons of the American Revolution Medal (1972); WLJS-FM Certificate of Appreciation (1975); Golden Key Society; Alexis de Tocqueville Society of Northwest Georgia; Certificate of Appreciation, Revenue Chapter, Alabama State Employees Association (1985); Presidential Order of Merit, National Republican Senatorial Committee (1991); Certificate of Appreciation, Alabama Republican Party (1987); Certificate of Appreciation, Bush-Quayle Reelection Committee (1992); Certificate of Appreciation, National Republican Congressional Committee (1990); Certificate of Recognition, National Republication Congressional Committee (1982-1984); Certificate of Recognition, National Republican Committee (1990-1992); Century Society, St. Labre Indian School Educational Association (1998); Certificate of Recognition, American MENSA (1989, 2004); Certificate of Recognition, National Association of Tax Professionals (2002); Certificate of Salutation, Saint Joseph's Indian School (1990); Eminent Fellow of the American Biographical Institute (2001); Nominee, Bishop N. Barron State Employee of the Year (1984); Honorary Diploma, St. Labre Indian School (2002); James and Sis Brown Fellow (1999); Century Society, St. Labre Indian School Educational Association (1998); Letter of Appreciation, State of Alabama Emergency Management Agency (1985); World Science Fiction Convention, Voter-Hugo Awards, (1979-1991)
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