Insights

Tax Education Leverage Shifflett & Philips focus on proactive tax and education with opportunities to cross-sell advanced tax planning, AOTC and LLC optimization, and year-round tax education services to small business clients and individuals.

SMB Growth Target firms in Frisco and Dallas metro area looking to scale with mergers and acquisitions support, bookkeeping, and full accounting resources from a boutique firm that combines personalized service with comprehensive capabilities.

Tech Enablement Position as a tech-forward CPA with QuickBooks expertise and modern infrastructure (Google Cloud CDN, Sentry, HTTP/3) to attract mid-market clients seeking secure, scalable accounting and tax tech integration.

Revenue Benchmark With annual revenues in the 10–25 million range, pursue mid-tier clients and growing businesses that fit within a high-touch service model yet require robust tax and accounting support.

Relationship Value Emphasize long-term client relationship and personal touch to win clients from larger firms by offering tailored advisory, ongoing tax planning, and intimate partner-level service.

Shifflett & Philips, LLP Tech Stack

Shifflett & Philips, LLP uses 8 technology products and services including QuickBooks Desktop, Store Vantage, Webpack, and more. Explore Shifflett & Philips, LLP's tech stack below.

  • QuickBooks Desktop
    Accounting
  • Store Vantage
    Appointment Scheduling
  • Webpack
    Development
  • Sentry
    Issue Trackers
  • React
    Javascript Frameworks
  • HSTS
    Security
  • Piwik PRO Core
    Web Analytics
  • Sitelinks Search Box
    Web Tools And Plugins

Shifflett & Philips, LLP's Email Address Formats

Shifflett & Philips, LLP uses at least 1 format(s):
Shifflett & Philips, LLP Email FormatsExamplePercentage
First@pscdfw.comJohn@pscdfw.com
67%
FLast@pscdfw.comJDoe@pscdfw.com
33%

Frequently Asked Questions

What is Shifflett & Philips, LLP's official website and social media links?

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Shifflett & Philips, LLP's official website is pscdfw.com and has social profiles on LinkedIn.

How much revenue does Shifflett & Philips, LLP generate?

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As of August 2026, Shifflett & Philips, LLP's annual revenue is estimated to be $10M - $25M.

What is Shifflett & Philips, LLP's NAICS code?

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Shifflett & Philips, LLP's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Shifflett & Philips, LLP have currently?

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As of August 2026, Shifflett & Philips, LLP has approximately 14 employees across 1 continents, including North America. Key team members include Office Manager: V. G.. Explore Shifflett & Philips, LLP's employee directory with LeadIQ.

What industry does Shifflett & Philips, LLP belong to?

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Shifflett & Philips, LLP operates in the Accounting industry.

What technology does Shifflett & Philips, LLP use?

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Shifflett & Philips, LLP's tech stack includes QuickBooks DesktopStore VantageWebpackSentryReactHSTSPiwik PRO CoreSitelinks Search Box.

What is Shifflett & Philips, LLP's email format?

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Shifflett & Philips, LLP's email format typically follows the pattern of First@pscdfw.com. Find more Shifflett & Philips, LLP email formats with LeadIQ.

When was Shifflett & Philips, LLP founded?

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Shifflett & Philips, LLP was founded in 2014.
Shifflett & Philips, LLP logo

Shifflett & Philips, LLP

AccountingTexas, United States11-50 Employees

Shifflett & Philips, LLP is a professional accounting firm operating in Frisco, Texas, offering services in tax preparation, bookkeeping, and mergers and acquisitions. The firm emphasizes proactive quality work and long-term client relationships, aiming to combine the resources of a larger practice with the personal attention typical of a smaller firm. Its client base includes businesses and individuals seeking reliable accounting and tax services that meet high standards of quality and professionalism. Located in Frisco, the firm positions itself within the accounting industry as a provider capable of handling comprehensive accounting needs while maintaining a personal approach. A recent development noted is the firm’s participation in an event to discuss education tax credits, reflecting engagement with client education on tax optimization.

Section iconCompany Overview

Website
pscdfw.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Shifflett & Philips, LLP's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Shifflett & Philips, LLP's revenue is estimated to be in the range of $10M - $25M

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