November 29, 2017

Marcum Partner Philip Wilson Named to “OC 500” List of Influencers by Orange County Business Journal

Featured Philip Wilson, Partner

Marcum Partner Philip Wilson Named to “OC 500” List of Influencers by Orange County Business Journal

New York City, NY – Philip J. Wilson, CPA, managing partner of Marcum LLP’s Costa Mesa, California, office and national leader of the Firm’s Tax Controversy Resolution group, was named to the 2017 OC 500 Directory of Influence by the Orange County Business Journal.

Mr. Wilson was recognized for his leadership in growing Marcum’s California region by expanding the Firm’s Bay Area footprint into San Jose, and for his management of client services to satisfy unresolved tax disputes with federal, state, and local jurisdictions nationwide.

Mr. Wilson has more than 30 years of experience as a CPA and business advisor, including service as an IRS revenue agent. He focuses on helping individuals and companies resolve tax controversies, representing privately held companies and entrepreneurial enterprises as well as high net worth individuals. He has substantial experience in the real estate area, including tax structuring for commercial and residential developers. Prior to joining Marcum in 2013 via a merger with his predecessor firm, Mr. Wilson served as a founding partner of WilsonMorgan LLP, where he oversaw tax compliance, tax consulting, and tax controversy engagements.

He is a member of the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA), and serves on the Board of the Pacific Club IMPACT Foundation. He holds a Masters degree in Business Taxation from Golden Gate University and a Bachelor of Science in Business Administration, Accounting Concentration, from Western Carolina University.

“Phil Wilson is a consummate professional with outstanding vision and an impeccable track record of service to his clients and the Firm. On behalf of all Marcum associates in California and across the country, we congratulate him on this well-deserved recognition,” said Paul Sherman, Marcum’s California regional managing partner.

Marcum is a national accounting and advisory firm with offices in major markets throughout the U.S. In addition to Irvine, the Firm’s other California offices currently include Los Angeles, San Francisco, and San Jose.

About Marcum LLP
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as select international locations. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting, and assurance services; advisory, valuation, and litigation support; managed accounting services; and an extensive portfolio of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as nonprofit and social sector entities, high net worth individuals, private equity funds, and hedge funds, with a focus on middle-market companies and closely held family businesses. Marcum is a member of the Marcum Group, an organization providing a comprehensive array of professional services.


Philip J. Wilson

Philip J. Wilson

Office Managing Partner

  • Tax & Business
  • Costa Mesa, CA