Brittany Phillips

Tax Principal at Dauby O'Connor & Zaleski, LLC

Brittany began her career at Dauby O’Connor & Zaleski, LLC in 2007. She has specialized in the real estate industry, with a particular focus in partnership and not-for-profit tax compliance matters. Brittany is responsible for the annual preparation and review of partnership and not-for-profit tax returns related to multifamily housing communities, as well as funds that invest in those entities. Her personal portfolio includes partnerships, limited liability companies, corporations, not-for-profits, and individual income tax returns. Many of these partnerships participate in the LIHTC program pursuant to IRC Section 42.

Brittany’s duties include assisting the members in all functions of the tax return engagement. She is responsible for ensuring that accurate returns are prepared and that all client, investor, and compliance deadlines are met. She oversees staff in the assurance that financial statement data is accurately reported in the tax returns. In addition to her client responsibilities, Brittany acts as the co-lead of the internal tax training program.

Timeline

  • Tax Principal

    Current role

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