About

Philip Segar

My background is in finance and banking, working for companies like Wells Fargo and Pacific Life, where I worked with individuals and business owners and spent much of my time reviewing and reconciling financial records. I started PMD Financial to help individuals and small business owners file their personal and business taxes seamlessly, with the price listed up front and one person handling their return from start to finish.

Credentials

IRS
Registered tax return preparer (PTIN)
IRS
Authorized e-file Provider (EFIN)
Intuit
QuickBooks Online ProAdvisor, Level 1
CFA Institute
Investment Foundations Certificate

I'm not a CPA or enrolled agent. If your situation calls for one, I'll tell you.

Work with me