Phil Sinclair

schedule a free consultation

We are a full service accounting, tax and financial planning with a personal touch.



+1(903) 753-5871

1800 Judson Rd, Suite 300

Longview TX 75605




I was born and raised in Houston, Texas, went to St. Mary's University in San Antonio, Texas, married my wife in 1981, passed the CPA exam in 1984, worked in industry and then for an international CPA firm for several years. I moved to Longview in 1991 when I established my firm, and became insurance and securities licensed about 12 years ago. The thing I enjoy most about my business is being able to take care of my clients.


St. Mary's University, San Antonio, TX

Bachelor of Accounting



San Antonio, Texas, then Longview, Texas

Longview, TX

09/1991 - __/____


Series 6 and 63

business info

Phillip G. Sinclair, CPA

Established 1991

We customize our professional services that we provide each client with the personal touch we would expect to receive ourselves.

hours of operation

Sunday closed
Monday 08:00 AM - 05:00 PM
Tuesday 08:00 AM - 05:00 PM
Wednesday 08:00 AM - 05:00 PM
Thursday 08:00 AM - 05:00 PM
Friday 08:00 AM - 05:00 PM
Saturday closed


I travel to my clients
My clients travel to me
I meet with clients over the phone or internet


Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Tax & estate planning
Retirement planning
Insurance investments

fee structure

Hourly fees
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over

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