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Philip Simoneaux

CFP®, CPA

Senior Manager

Professional Overview

Philip brings more than sixteen years of knowledge to the position of senior tax manager, a role in which he provides tax planning and compliance service solutions for closely-held businesses and high net worth individuals. As a member of the firm's Closely Held Business and Personal Financial Services groups, Philip has extensive experience providing tax services to partnerships, corporations, trusts, estates, and individuals. Prior to joining Elliott Davis, Philip served in both public accounting and private industry.

Education, Credentials and Special Training

  • BS, Business Administration, Accounting, University of South Carolina

Professional Affiliations

  • CPA, licensed in South Carolina
  • CFP

Civic and Community Activities

  • Member, South Carolina State Museum Foundation Board
  • Member, American Heart Association of the Midlands Heart Ball Executive Leadership Team
  • Former Chair, Richland County Transportation Penny Advisory Committee
  • Graduate, Greater Columbia Chamber of Commerce Leadership Columbia Program (2009 Class)"

Services

Personal Financial Services

Tax Preparation and Consultant Services

Industries

Closely Held Business

Authored by Philip Simoneaux

Article

Estate Planning In a Presidential Election…

Oct 30th, 2020

Do you have a plan in place? Currently, the unified federal estate and gift tax lifetime exemption is at a historically high $11.58 million (2020).…
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