Healthy Wealthy & Wise Accountants

I am a Tax Consultant and Real Estate Investor, and podcast host of Healthy, Wealthy & Wise. I advise clients on the application of Tax Efficiencies relating to their investments both directly and indirectly. My education is in Accounting but my entrepreneurial spirit has led me through many business ventures. But I love finding money for people who didn't know it was there! Cost Segregation, 179D deduction, 45L credits, R&D tax credits, Historical Tax Credits, Conservation Easements, Opportunity Zones, Alternative Investments, and Captive Insurance are a few tools we can help you with. As the Executive Vice President and Board Member of Engineered Tax Services I help plan for growth and operational improvements internally, while working externally with investment minded individuals to optimize their investment. I also teach over 30+ Continuing Education courses annually to CPA's, Design Build Professionals and Real Estate Professionals across the U.S. If synergies are apparent, please send me a connection request and let's see how we can work together.

As the Co-Founder and CEO of Rockerbox, Philip's goal is to help sustain and grow every small business in America through the power of various employer-based tax credit programs. While it may be a relatively young company, Rockerbox has already made a significant impact to help improve the cash flow for small businesses by effectively executing tax credit programs like ERTC, PPP, and more. Learn more about the work that feeds his passion for helping small businesses and visit our website at rockerbox.tech. In addition to Rockerbox, Philip is proud to lend my experience and expertise as the Co-Founder and CEO of SWAY, a reputation management firm. He is also acting as the Managing Director at Cadre Heath and the Chief Revenue Officer (CRO) at Proxxy, all located in Dallas-Fort Worth. Before his current positions, he worked for over fifteen years in marketing and business development, with ten of those years spent in a management position. He was able to help his employers create and execute effective customer acquisition and retention strategies. Philip's formal sales training came from time spent at 'big box' firms like Xerox and Prudential Securities. However, most of his executive-professional career has been with start-ups and early capitalized firms like WebCE, Consulture, AgVantis, iTech, and KeepMyID. Philip live in Dallas, Texas, and enjoy riding his motorcycle, spending time with friends and family while in search of a new restaurant or culinary mystery.