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.

Education

University of Wisconsin – Oshkosh – BBA in Accounting

Industry Involvement

AICPA – American Institure of Certified Public Accountants

WICPA – Wisconsin Institure of Certified Public Accountants

WICPA Peer Review Committee Member

Community Involvement

Past Senior Warden and Treasurer Trinity Episcopal Church

Treasurer of West Side Association – Division of the Oshkosh Chamber or Commerce

Personal Interests

Phil’s hobbies include golfing and helping his wife Mary with chores on their small horse farm.

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