Exceeding Expectations, Building Relationships
Our Mission and Values
At Phillips, Salmi + Associates, LLC, we are driven by a deep commitment to building lasting client relationships and providing exceptional, personalized service. We value:
- Integrity: We uphold the highest ethical standards and maintain transparency in all our dealings.
- Professionalism: We leverage our expertise and experience to deliver accurate and timely services.
- Client-Focusedness: We prioritize understanding your unique needs and proactively offer tailored solutions.
- Collaboration: We work as a team to share knowledge and expertise, ensuring a holistic approach to your concerns.
Our Team
Our experienced team of certified public accountants and professionals are dedicated to exceeding your expectations. We have a diverse mix of expertise, allowing us to provide comprehensive solutions for a wide range of clients and industries. Meet our talented individuals:
- Lori R. Salmi, CPA: Founder and Managing Partner
- Aaron Phillips, CPA: Partner
- Greta Belsly: Senior Accountant
- Valerie Fitzgerald, CPA: Tax Specialist
- Tom Burroughs: Consulting Partner
- Brie Salmi: Marketing Director
- Zach Salmi: Client Service Manager
Our Services
We offer a comprehensive range of services tailored to meet your specific needs. Our services include:
Audit & Assurance
- Audits of financial statements
- Agreed-upon procedures
- Fraud investigations
- Compliance audits
Tax Services
- Tax planning and consulting
- Tax compliance preparation and filing
- Tax controversy resolution
- International tax services
Accounting Services
- Bookkeeping and financial reporting
- Accounting system implementation and review
- Cost accounting and analysis
Consulting Services
- Business valuations
- Strategic planning and financial analysis
- Risk management consulting
Additional Services
- Peer review reports
- Access to secure online client portal and resources
Join us on your journey to financial success!
Contact us today to learn more about how Phillips, Salmi + Associates, LLC can be your trusted partner in reaching your financial goals.
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