About Philip

Philip Wilson is the office managing partner of Marcum’s Costa Mesa, California office and is a member of the Firm’s national Tax Controversy group. He has more than 30 years of CPA and business advisory experience, including experience as an IRS revenue agent.

Philip focuses on helping individuals and companies resolve tax controversies with the Internal Revenue Service, representing all types of businesses as well as high net worth individuals.

Prior to joining Marcum, Philip was a founding partner of WilsonMorgan LLP, based in Irvine. He oversaw all of the firm’s tax compliance, tax consulting, and tax controversy engagements. He has substantial experience in the real estate area, including tax structuring for commercial and residential developers, and has worked with clients in a wide variety of industries.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Pacific Club IMPACT Foundation – Board member
  • Orange County YMCA – former Board member
Industry Focus

Privately Held Companies
Entrepreneurial
High Net Worth Individuals

Education

Masters in Business Taxation
Golden Gate University

Bachelor of Science in Business Administration, Accounting Concentration
Western Carolina University