Phyllis Coffin works in the tax compliance group of the firm.  She prepares income tax returns for individuals, partnerships, corporations, foundations, and trusts.  She also prepares estate and gift tax returns.

In addition to compliance, she assists in tax controversy matters including audits, tax deficiency payment arrangements, and refund claims.  She has also assisted in obtaining tax exempt determination letters for several family foundations.

Professional and Civic Affiliations

• American Bar Association, Federal Tax Committee
• State Bar of California, Taxation Committee
• Certified Public Accountant, Inactive Status, State of Arizona

Articles

• Tax Exempt Private Foundations - Distributions Can Affect Excise Tax Obligations, GR Review, Summer 2005