Phillip A. Bottari

Phil's broad-based roster of clients includes marketing and advertising companies, professional service firms, real estate and construction companies, importers, wholesalers and publishing companies. Phil also works with high-net-worth individuals and families. In addition to his expertise in the accounting and tax areas, he has expertise in forensic accounting matters and has worked with insurance companies to analyze proof-of-loss claims submitted with respect to employee theft and misappropriation of funds.

His expertise includes:

• Exploring financing arrangements and structuring loans and lines of credit to assist clients in achieving maximum growth and productivity
• Evaluating internal control procedures and recommending accounting system improvements to help safeguard assets
• Advising clients on strategies to help ensure viable operations and continuity
• Identifying new business opportunities to enhance client growth and profitability
• Advising high-net-worth individuals and their families on tax planning strategies to maximize their income and preserve their assets
• Planning, supervising, and reviewing complex audit engagements
• Preparing corporate, partnership and individual tax returns, including projections

Affiliations

• American Institute of Certified Public Accountants
• Contemporary Credit Club
• Midtown Networking Group
• New York State Society of Certified Public Accountants, Construction Accounting Committee, past Member
• Women Presidents' Educational Organization, Member of the Certification Committee

Awards

• Long Island Business News Power List Accounting, 2022