Meet Philip E. Hergert, CPA
Philip has over 35 years experience with accounting and tax services. Phil has worked extensively with closely-held family businesses and specializes in tax planning and accounting for small business clients in manufacturing, retail, service and construction industries. He also provides tax preparation and tax planning for a diverse clientele of individuals. Phil is also involved in tax compliance and planning for estates and trusts. He also worked in private industry with a family business for approximately three years.
University of Wisconsin – Oshkosh – BBA in Accounting
AICPA – American Institure of Certified Public Accountants
WICPA – Wisconsin Institure of Certified Public Accountants
WICPA Peer Review Committee Member
Past Senior Warden and Treasurer Trinity Episcopal Church
Treasurer of West Side Association – Division of the Oshkosh Chamber or Commerce
Phil’s hobbies include golfing and helping his wife Mary with chores on their small horse farm.