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Jason Phillips

Partner
Accounting And Tax
Business Management
Wealth Management
Specialty Services

Contact

(317) 713-4787 [email protected]

Education

U. of Indianapolis logo
U. of Indianapolis
School of Business
BS, Accounting
Indiana University logo
Indiana University
Kelley School of Business
MS, Accounting

About

Jason is a Partner in the General Services Department, serving clients as an advisor and auditor. He graduated from Indiana University with a Master’s of Professional Accountancy degree and received his Bachelor of Science degree from the University of Indianapolis.

With more than 20 years of experience in public and private accounting, Jason has developed a diverse background in accounting, business valuation, and tax areas. With this experience, he gained the knowledge needed to focus on providing a well-rounded approach to the business issues facing his clients.

Jason and his wife, Jill, have four children. They enjoy watching and participating in various sporting activities together. Jason is a volunteer coach for baseball and basketball in the community.

Certifications

  1. Certified Public Accountant, IN
    NASBA
  2. Business Valuation Accreditation
    AICPA
  3. Chartered Global Management Accountant
    AICPA
  4. Personal Finance Specialist
    AICPA

Professional Organizations

Indiana CPA Society
American Institute of Certified Public Accountants

Community Involvement

Organization Logo
Mt. Vernon Optimist Club
Board Member
Organization Logo
Mt. Vernon Optimist Club
Volunteer Coach

Get to Know Jason

For work, from 7-8 am it allows me to catch up before the current day’s tasks begin.

The first CPA I worked for was Ray. He offered me the advice of – Work hard to get ahead and accomplish your professional goals, but don’t do it at the expense of your family. Your career is not worth losing your family over.

Playing, watching, and coaching sports with my kids.

I think we all draw from many people who become our “heroes”. The most influential for me, would be my parents. They instilled the core values of hard work and family. Additionally, watching my dad volunteer in the community, gave me a strong drive to personally volunteer and the instill those ideals in my children by requiring them to volunteer.

From my dad, “Never be afraid to help someone who is trying to help themselves.” Always offer a hand-up to someone trying to better themselves.
  1. Coffee or Tea?: Neither
  2. Born: Washington, IN
  3. Favorite Food: Mexican
  4. Favorite Color: Orange
  5. Favorite Band: Jimmy Buffett