About
About the Firm
Founded in 1988, John D. McPhee & Co. is a consulting firm specializing in providing trust and estate planning and accounting services to individual clients, as well as tax compliance and representation services.
In addition, we advise law, accounting, financial planning, and brokerage firms who wish to provide the same services to their own clients.
Our firm is a touchstone with respect to your current advisors, utilizing their areas of expertise and past experience with your financial situation. We are not licensed to sell financial products, nor do we practice law.
Credentials
John D. McPhee, MA, MBA, MST CFP is a Certified Financial Planner and has been granted Enrolled Agent status by the Internal Revenue Service.
He graduated from Walsh College, where he earned a Master’s degree in Taxation Accounting. Additionally, he received his Masters of Business Administration from the University of Michigan and a Master’s degree in Economics from Michigan State University.
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