
Philip J. Wilson
CPA*
*Licensed by the State of California
Office Managing Partner
Tax & Business
About Philip
Philip Wilson is office managing partner of Marcum’s Costa Mesa, California, office and is leader of the Firm’s national Tax Controversy group. Mr. Wilson has more than 30 years of CPA and business advisory experience, including experience as an IRS revenue agent.
Mr. Wilson focuses on helping individuals and companies resolve tax controversies with the Internal Revenue Service, representing all types of businesses as well as high net worth individuals.
Prior to joining Marcum LLP, Mr. Wilson was a founding partner of WilsonMorgan LLP, based in Irvine. He oversaw all of the firm’s tax compliance, tax consulting, and tax controversy engagements. He has substantial experience in the real estate area, including tax structuring for commercial and residential developers, and has worked with clients in a wide variety of industries.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Pacific Club IMPACT Foundation – Board member
- Orange County YMCA – former Board member
Industry Focus
Privately Held Companies
Entrepreneurial
High Net Worth Individuals
Education
Masters in Business Taxation
Golden Gate University
Bachelor of Science in Business Administration, Accounting Concentration
Western Carolina University
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