Phil Boudreau

About Phil Boudreau

I specialize in providing complete day-to-day accounting and tax solutions for businesses and business owners. We work closely with franchisors, franchisees, and other business owners to improve efficiency, decision making, and save costs. Our high-tech, flexible approach is better than traditional bookkeeping or CPA firms. Special expertise working with franchisees and franchisors, including accounting setup, ROBS financing, and business incentives. I am an expert on business incentives including IRS representation related to Employee Retention Credit audits, with a unique blend of income tax and payroll tax experience. I work with full-service and quick-service restaurants, brewpub concepts, hotels and multi-location franchise businesses (fitness, home care, hair salons, personal services, and many more). Whether you have 100 locations in your portfolio or are just starting your entrepreneurial journey, you’ll benefit from our experienced team. I am the head of SmartFinancials\' Cincinnati tax group, and work with new client onboarding and needs assessment. Tax compliance and planning for ongoing client needs is my other area of focus. I would love to meet with you to discuss how we can help your business. I also love partnering with other professionals including attorneys and financial advisors to provide comprehensive financial support for business owners.

Experience

1. Director

   Smart Financials

   Nov 2019 — Present · Cincinnati, OH, US

   Head of SmartFinancials\' Cincinnati tax practice, and also working with new client onboarding and needs assessment. Tax research, consulting, tax compliance and planning for all jurisdictions, working especially with closely-held S corporations, partnerships/LLC\'s and business owners.

Education

• Hudson Valley Community College

  Associate of Science (A.S.)

  1999 — 2001

• University at Albany

  Master of Science (M.S.)

  2004 — 2005

• University at Albany

  Bachelor of Science (BS)

  2002 — 2004

Skills

• Apportionment
• Corporate Tax
• Financial Accounting
• Account Reconciliation
• Gaap
• Quickbooks
• Sarbanes-Oxley Act
• Financial Statements
• Consolidated Returns
• Fixed Assets
• Tax Compliance
• Partnership Taxation
• Financial Reporting
• Cpa
• Franchise Tax
• Tax Returns
• Tax Audits
• Tax Accounting
• Income Tax
• Tax Preparation
• Tax
• Cch Research
• General Ledger
• Tax Research
• Fas109
• Accounting
• S Corporations
• Financial Analysis