Margolis, Phipps & Wright, P.C. is a Certified Public Accounting firm offering services in the fields of taxation and personal and business financial consulting. Founded in 1977, MP&W is a large local firm which combines its technical competence with its initiative and creativity to serve its clients. With twelve shareholders and more than one hundred employees, we are one of the largest firms practicing in the high net worth area in the Southwest.

The Firm attends to clients desiring very personal and responsive attention while providing a wide range of resources and skills to meet their accounting, financial and managerial needs. Margolis, Phipps & Wright, P.C. works closely with attorneys, bankers, insurance specialists, investment managers and other advisors to develop and implement innovative planning for its clients.

The Firm's areas of service include:

Tax Compliance

• Federal and State tax return preparation for individuals (including resident and non-resident aliens), corporations, partnerships, estates, and fiduciaries • Representation before the Internal Revenue Service • Treasury Department ruling requests • Legislative law change proposals

Personal Financial and Estate Planning

• Wealth transfer planning (including gift plans, inter-vivos and testamentary trusts, will planning, family partnerships and life insurance trusts) • Retirement planning • Pre and post-marital planning (including separate and community property tracing) • Investment planning and recordkeeping • Charitable giving (including private foundations and charitable trusts)

Business Consulting

• Tax and strategic planning • Executive compensation and employee benefits • Mergers, acquisitions and dispositions • International tax • Litigation support • Bankruptcy and insolvency • Resourcing and coordination of professional advisors • Computer and office technology consulting.