We have extensive experience in providing a comprehensive range of accounting, financial, tax, and management advisory services to businesses, individuals, and other organizations. In serving each client, we first review that client’s needs and then design services to meet those special requirements. We have a wealth of resources available that allows us to provide our clients with state of the art information, including accounting, payroll processing, tax research, loan financing decisions, tax return processing and tax planning, retirement and estate planning, forecasting, budgeting, and numerous other applications. We preserve the important personal relationship with clients that is the hallmark of a local firm practice. We have an overriding philosophy to provide high quality professional accounting, tax, financial and management advisory services to clients. Professionalism in the accounting profession means integrity, objectivity, independence where required, adherence to professional standards and applicable laws and regulations, and a demonstrated will to maintain and improve the quality of services and to withstand all pressures, competitive and otherwise, to compromise on principles, standards, and quality.
During 2004 we transitioned to a paperless office. We now scan client records into PDF format, freeing up our filing cabinets and allowing us to copy records onto DVD media for offsite backup storage. This allows us to insure your records will be readily available if and when needed, even if a natural disaster occurs at our office.
During 2009 we began using an online secure portal to send and receive client files and records and have multiple ways to securely share data and documents via the internet. To send us files and documents now, go here and click on Send Files To Us.
Phil graduated from St. Mary’s University in San Antonio, Texas where he received his BBA with a major in accounting in 1981. He became licensed as a CPA in 1984. After graduation, he went to work with a financial institution for about 2 years, and then with a national retailer for about 1 year, both based in San Antonio. In late 1984, he began his public accounting career. He first went to work with the international CPA firm of KMG Main Hurdman which merged into and became a part of the international CPA firm of KPMG Peat Marwick for about 4 years. He left there to become part of the management group of a local San Antonio CPA firm where he remained for about 3 years until he moved to Longview, Texas in late 1991 to open the firm of Phillip G. Sinclair, CPA. He has extensive experience in auditing, oil and gas accounting, and Federal and state income tax preparation and planning, and has experience and received training in the personal financial planning area relating to retirement and estate planning. Phil acquired his life insurance, securities, and variable annuities licenses during 2000 in order to help clients with financial and retirement planning and assistance.
Phil has served on the board of directors for several non-profit and community service organizations for more than 30 years. While in San Antonio he was on the Board of Directors and was an Officer of the Alumni Association for the Delta Sigma Phi Social Fraternity. He also served on the Board of Directors and was an Officer for the San Antonio Chapter of the National Association of Accountants. He was a member of the Young CPA Involvement Committee of the San Antonio Chapter of the Texas Society of Certified Public Accountants. After moving to Longview he served on the Board of Directors and was Treasurer and later the Assistant Treasurer for the Longview Museum of Fine Arts. He currently serves on the Board of Directors and is the President, and was formerly the Vice-President, of the Glenwood Water Supply Corporation, a non-profit rural water utility system. Beginning November 2015 Phil commenced duties as assistant scout master for the Boy Scouts of America, Troop 314 in Gilmer, Texas. Beginning January 2018 Phil also commenced duties as Advisor to the Boy Scouts of America Venture Crew 314 in Gilmer, Texas.
Kay joined our firm in 2018.
Kim joined our firm in February, 2011. Kim’s duties also include receptionist, telephone operator, billing clerk, collections and secretary. Kim began working part time and went full time in September 2011 and is also one of the voices you hear when you call us.
Bonnie joined our firm in September 2020. Bonnie’s duties also include receptionist, telephone operator, collections and secretary. Bonnie currently works part time and is also one of the voices you hear when you call us.