Mr. Wright

tiny green squarePHILIP T. WRIGHT, CPA, Partner

Philip T. Wright (Phil) joined the Firm in 1998 and was named partner in 2008. Mr. Wright heads our compliance department and manages all audit, review and assurance engagements. He also maintains a portfolio of Business, Not-for-Profit and Individual income tax clients. Mr. Wright also assists in choice of entity and retirement planning for each business and reviews the overall integration into personal tax planning goals.

Education Background:

Mr. Wright received a B.S. in Business Administration with an emphasis in Accounting from San Diego State University in 1985. As education is an on-going goal of our Firm, he engages in continuing professional education throughout the year in all areas of tax, accounting & auditing, estate planning and other financial areas. We are committed to being in the forefront of professional education and knowledge.

Employment Background:

Mr. Wright began his accounting career in 1986 at local accounting firm where he worked for six years. From there he went on to work as the controller/head of finance for a medical device manufacturer where he was involved in all areas of accounting, finance, human resources, IT and facilities and was highly involved in the sale of the business to a Fortune 500 company. Mr. Wright also worked as a CFO for a Biotech start-up company handling all financing, capitalization and many other non-scientific functions.

Client Matters:

With a wealth of public and private accounting experience, Mr. Wright brings a diverse technical expertise to the Firm. His tax and assurance experience provide a well-rounded and dynamic resource to the Firm environment. In addition to the manufacturing and biotech industries Mr. Wright has experience with various types of businesses and works with a client portfolio ranging from small business owners to high net-worth individuals. His business experience ranges from companies in the advertising, construction, medical, engineering, farming, entertainment, retail, real estate as well as other various industries.

Professional Affiliations:

California Society of Certified Public Accountants
American Institute of Certified Public Accountants
Association of General Contractors