About

Hello, welcome to Neese Financial. My name is Phil!

My journey into the financial world began with a love of working with numbers and quickly turned into a passion for bookkeeping and tax preparation, which was nurtured under the guidance of seasoned mentors.  This mentorship laid a solid foundation for my dedication to providing top-notch financial services.

With a background in cybersecurity, I am well-equipped to ensure that all aspects of my business and your sensitive information are protected and secure using the latest technology. Your data security is one of my top priorities.

I have been trained by both an Enrolled Agent (EA) and a Certified Public Accountant (CPA), bringing a wealth of knowledge and expertise to the table. With over fourteen years of experience in customer service, helping people is at the heart of what I do. I am committed to delivering personalized, reliable, and efficient services to meet your unique needs.

At Neese Financial, my approach is not simply about numbers; it’s about building lasting relationships and providing peace of mind for my clients. Let me take care of the details so you can focus on what you do best.

Thank you for choosing to work with me. I look forward to partnering with you!