Shifflett & Philips

04/24/2026

We traded spreadsheets for friendly competition as we celebrated another successful season with a team pickleball outing.

There may have been a few questionable calls, some unexpectedly competitive matchups, and a few muscles being introduced to movement again.

A huge shoutout to our incredible team for the long hours, dedication, attention to detail, and teamwork that carried us through one of the busiest times of the year. Your hard work does not go unnoticed, and we are so grateful for everything you do

03/31/2026

Check out founding partner Nick Shifflett at his recent Q1 Real Estate Mixer!

Thank you to Jabali Realty Group for hosting an engaging and informative event. We always appreciate opportunities to connect, share knowledge, and support our clients and community.

03/27/2026

✨ Fun Friday Introductions! ✨

We’re ending the week on a high note by welcoming three new team members to our team and we couldn’t be more excited to have them on board!

Please help us welcome:
👏 Emma Christian
👏 Natalie Avery
👏 Robert Pinholt

They each bring a shared passion for helping our clients stay organized, informed, and financially confident. As our firm continues to grow, expanding our bookkeeping team allows us to better support businesses with timely, accurate financials.

We’re thrilled to have you all here and can’t wait to see the impact you’ll make!

💬 Drop a welcome message below and help us give them a warm introduction to the community!

02/10/2026

Happy Birthday to our Founding Partner Brett!

Bold in leadership, adventurous in spirit, and never one to shy away from a good challenge (or a great glass of Chardonnay). Thank you for setting the pace, raising the bar, and reminding us that growth happens just outside the comfort zone.

Cheers to you and another year of big ideas and new adventures!

01/21/2026

We’re very excited to welcome Tina Christensen to the Shifflett & Philips CPA team! Tina joins us as our Executive Assistant and will be supporting our partners and team while helping keep everything running smoothly behind the scenes. We’re grateful to have her organization, professionalism, and positive energy as part of S&P CPA. Welcome, Tina!

01/13/2026

Charitable giving is about generosity, but with today’s tax rules, how and when you give can make a big difference.

If you plan to give this year, this is a must-read.

Charitable giving is one of the most powerful and most misunderstood areas of tax planning. When done intentionally, charitable contributions can support causes you care about and significantly reduce your tax liability. When done without planning, you may leave valuable deductions and long-term str...

12/12/2025

Shifflett & Philips holiday checklist:

✔️ One spirited debate about whether Santa depreciates his sleigh
✔️ Ugly sweater
✔️ Team fueled by candy canes

From our CPA family to yours, Merry Christmas!

Our office will be closed December 25th and 26th to rest and recharge for our next busy season.

10/02/2025

Q4 is here & there are TWO new faces at Shifflett & Philips CPA!

Please join us in giving a warm welcome to:

🔹 Ashleigh Bass – Accounting Senior
🔹 Sikendar Wazir, CPA – Tax Accountant

We’re thrilled to have them on board as we wrap up 2025 strong and gear up for an even bigger 2026. Growth never looked this good!

09/24/2025

Shifflett & Philips at Seager & Sons was a great time!

Last night’s happy hour at Seager & Sons was more than just a couple drinks — it was a chance to connect with some of our amazing referral partners who help us connect with the greatest clients all over DFW.

A big thank you to everyone who joined us (and to Seager & Sons for keeping the drinks and appetizers flowing!).

Here’s to growing together — in business and in community.

08/29/2025

Whether it’s planning for taxes as a couple, combining finances, or making sure your “Love Story” doesn’t come with an IRS plot twist, Shifflett & Philips can't wait to help you.

When it comes to taxes and accounting, you don’t want any “Bad Blood.” 😉

Here’s to engagements, touchdowns, and tax savings.

08/07/2025

📚 Back-to-School Season means Time for a Tax Check-In

While you're picking up supplies and prepping lunchboxes, don’t forget the potential tax benefits that come with raising school-aged (and college-bound) kids.

Here are a few family-friendly tax topics to keep in mind:

✏️ 529 Plans – Contributing before year-end to get potential state tax benefits and grow funds for future education costs—tax-free.

✏️ Check Your Withholding – If your family or income situation has changed, now’s the time to adjust.

✏️ Claim Education Credits – If you have older kids in college, look into the American Opportunity Credit and Lifetime Learning Credit—these can be worth up to $2,500/year.

Current clients - If you're unsure what applies to your situation, we’re happy to help walk through it—send us a message or let’s set up a mid-year review.