Phillip G. Sinclair

Certified Public Accountant
1800 Judson Rd., Suite 300
Longview, Texas 75605
903-753-5871
Fax 903-753-5982


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Overview

Our firm consists of Phillip Sinclair , Brooke Phipps , Rose Davis , Jean Hedges , Karen Norman , and Kim Salerno .

We have extensive experience in providing a comprehensive range of accounting, financial, tax, and management advisory services to businesses, individuals, and other organizations. In serving each client, we first review that client's needs and then design services to meet those special requirements. We have a sophisticated system of computers that allows us to provide our clients with state of the art information, including accounting, payroll processing, tax research, loan financing decisions, tax return processing and tax planning, retirement and estate planning, forecasting, budgeting, and numerous other applications. We have a wealth of resources available that we consult with when necessary. We preserve the important personal relationship with clients that is the hallmark of a local firm practice. We have an overriding philosophy to provide high quality professional accounting, tax, financial and management advisory services to clients. Professionalism in the accounting profession means integrity, objectivity, independence where required, adherence to professional standards and applicable laws and regulations, and a demonstrated will to maintain and improve the quality of services and to withstand all pressures, competitive and otherwise, to compromise on principles, standards, and quality.

During 2004 we became affiliated with an international insurance group as an independent agent and offer annuities, and life, disability and long term care insurance through various insurance companies. In 2008 we became affiliated with and offer investment securities and variable annuities through Mutual Service Corporation (MSC). MSC merged into LPL Financial (LPL). LPL is a member of FINRA , and SIPC . LPL is independent of the planning, consulting, or advisory business of Phillip G. Sinclair and Phillip G. Sinclair, CPA. Brent Smith is the branch manager through which our investment and insurance products are offered.

During 2004 we commenced transition to a paperless office. We now scan client records into PDF format, freeing up our filing cabinets and allowing us to copy records onto DVD media for offsite backup storage. This allows us to insure your records will be readily available if and when needed, even if a natural disaster occurs at our office.

During 2009 we began using an online secure portal to send and receive client files and records through CyberCabinet . Please note that you must use Microsoft Internet Explorer with CyberCabinet.

About Phil
Phil graduated from St. Mary's University in San Antonio, Texas where he received his BBA with a major in accounting in 1981. He became licensed as a CPA in 1984. After graduation, he went to work with a financial institution for about 2 years, and then with a national retailer for about 1 year, both based in San Antonio. In late 1984, he began his public accounting career. He first went to work with the international CPA firm of KMG Main Hurdman which merged into and became a part of the international CPA firm of KPMG Peat Marwick for about 4 years. He left there to become part of the management group of a local San Antonio CPA firm where he remained for about 3 years until he moved to Longview, Texas in late 1991 to open the firm of Phillip G. Sinclair, CPA. He has extensive experience in auditing, oil and gas accounting, and Federal and state income tax preparation and planning, and has experience and received training in the personal financial planning area relating to retirement and estate planning. Phil acquired his life insurance, securities, and variable annuities licenses during 2000 in order to help clients with financial and retirement planning and assistance.

Phil has served on the board of directors for several non-profit and community service organizations for more than 20 years. While in San Antonio he was on the Board of Directors and was an Officer of the Alumni Association for the Delta Sigma Phi Social Fraternity. He also served on the Board of Directors and was an Officer for the San Antonio Chapter of the National Association of Accountants. He was a member of the Young CPA Involvement Committee of the San Antonio Chapter of the Texas Society of Certified Public Accountants. After moving to Longview he served on the Board of Directors and was Treasurer and Assistant Treasurer for the Longview Museum of Fine Arts. He currently serves on the Board of Directors and is the Vice-President of the Glenwood Water Supply Corporation, a non-profit rural water utility system.

About Brooke
Brooke joined our firm in August, 2008. She was inducted into Phi Theta Kappa Honor Society in 2003 while attending Kilgore College where she received her associates degree in 2005. She received her BBA in Accounting from The University of Texas at Tyler in 2006. Upon graduation she began her career in public accounting with a Tyler Texas CPA firm, then later worked for a Henderson Texas CPA firm before working with our firm. Brooke served as treasurer for the Sandalwood Homeowners Association during 2004 through 2009 where she performed accounting, homeowner billings and collections, cash management, budgeting, and preparing the association's Federal tax returns. Brooke has advanced to our office manager position where she supervises and reviews the preparation of tax returns, bookkeeping, and helps advise and direct clients in their business accounting and taxes.
About Rose
Rose joined our firm in July, 2011. She has had a versatile accounting career working in several different fields.
About Jean
Jean began working part-time with our firm June 2010 and converted to full time.
About Karen
Karen joined our firm in May, 2011. Karen's duties include receptionist, telephone operator, billing clerk, collections and secretary. Karen is one of the voices you hear when you call us.
About Kim
Kim joined our firm in February, 2011. Kim's duties also include receptionist, telephone operator, billing clerk, collections and secretary. Kim began working part time and went full time in September 2011 and is also one of the voices you hear when you call us.
Quality Service
As advisors, CPAs are bound by a stringent code of professional ethics in maintaining independence and integrity in all engagements. In all the management advisory and consulting services we perform, we offer a wide range of business knowledge and skills plus knowledge of the client's industry to best meet the needs of the organization.
Choosing A Firm
When choosing a CPA Firm, consider the following:
Additional Services
In addition to traditional accounting and tax services, our staff can assist clients through the spectrum of establishing and maintaining a business by providing services that include:
To Summarize
We are large enough to provide the broad range of services needed by individuals and growing businesses -- yet close enough to the individuals and business owners to be aware of and mindful of their objectives.

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Last Updated 08/03/2011