Phyllis Jo Kubey, EA CFP ATA ATP

About Phyllis Jo Kubey, EA CFP ATA ATP

Phyllis Jo Kubey has been preparing tax returns and offering tax planning and consultation since 1986. In 1985 she enrolled in H & R Block’s tax preparation course with the goal of learning to better prepare her own income tax returns. She fell in love with the work (and they with hers – they hired her out of the class to begin working for the company) and began working part-time for Block in January of 1986. This was an amazing opportunity with excellent training and exposure to a lot of different types of tax returns and situations. Also, it was in the days before computerized tax preparation programs – working with pencil, adding machine, and actual tax forms – giving Ms. Kubey the increasingly rare (as younger preparers begin working with computerized tax preparation right away and trusting the usually accurate, but not always, tax preparation software) experience of actually working out the calculations involved in a complex tax return and knowing where all the information flows on both federal and state returns. Ms. Kubey opened her own tax business later that year and has been in business continuously for 20+ years. She continued to work part-time for H & R Block until 1989 when she left to devote more time to her own business. 

Ms. Kubey subscribes to numerous comprehensive tax research services as well as many professional publications in order to stay current and to have access to the most up-to-date tax information available. 

In order to maintain the licenses listed above, Ms. Kubey takes a minimum of 30 continuing educations credits (actual credits = 180 for calendar year 2014) each year for tax certification and a minimum of 24 credits each year for financial planning certification. 

As an Enrolled Agent/EA Ms. Kubey is admitted to practice before the IRS and most state taxing authorities and enjoys the same practice privileges therein as CPA’s and Attorneys. 

She specializes in IRS and state tax-related representation – audits, collection, non-filing cases, etc. – and has particular expertise in areas relating to musicians, actors, artists, non-resident alien tax issues, US citizens working abroad, same-sex couples, and clergy. 

Ms. Kubey is a Director of the NYSSEA (New York State Society of Enrolled Agents) and was featured in the Member Spotlight of the June 2013 issue of National Society of Accountant’s magazine, Main Street Practitioner. In June 2014 Ms. Kubey was featured as a panelist on the Tax Talk Today TV series discussing Ethics & Standards for Tax Professionals, along with Karen Hawkins (Director, IRS Office of Professional Responsibility) and Robert McKenzie, Esq. EA. 

Ms. Kubey has a Master of Music in voice from The Juilliard School and is also a Certified Teacher of the Alexander Technique.