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PHYLLIS MALITZ, CPA
Partner
Phone: 847.779.6215
Email: pmalitz@slsf.com
VIEW/PRINT RÉSUMÉ [PDF]
“My mission is to become my clients’ most trusted advisor for all key business, financial and personal matters. I take a holistic approach in helping individuals and businesses achieve their financial goals. My advice enables clients to make better decisions, be more successful, and reach greater life balance.”
EXPERIENCE AND EXPERTISE
Phyllis joined the firm in 2007 when she merged her 20-year-old practice, Phyllis Malitz & Associates, Ltd. into SLSF. She has more than 25 years of experience providing accounting, tax and business consulting services to a diverse client base in the Chicago area and throughout the U.S., including real estate professionals, traders and personal service providers; healthcare, technology and manufacturing companies; and other closely held businesses.
From her years of serving businesses in diverse industries, Phyllis has gained deep knowledge and understanding of the challenges they face. Throughout her career she has been called upon to help clients with:
- Tax Compliance, Planning, Entity Selection
- Representation with State and Federal Taxing Authorities
- Strategic Advisory Services
- CEO Coaching
- CEO Mentoring
- Part-time CFO Services
- Organization Structure/Human Capital Services
- Succession & Exit Planning
- Forecasting & Feasibility Studies
- Cost Segregation
- R & D Tax Credits
APPROACH
Phyllis has a passion for her clients, and approaches each new client with a comprehensive, proactive evaluation of their business and personal financial situation. Uniquely able to focus on specifics while considering the “big picture,” Phyllis can quickly assess the situation, zero in on problem areas, and dispense sage accounting and tax advice in support of the client’s goals.
CERTIFICATIONS, MEMBERSHIPS AND EDUCATION
- BS in Accounting from University of Illinois at Chicago
- Dartmouth Tuck School of Business – WBENC Executive Program (scholarship from Ernst & Young)
- American Institute of Certified Public Accountants (AICPA), member
- Illinois Society of Certified Public Accountants (ICPAS), member
- SLSF representative to the Marketing Share Group of AGN International Ltd., a
worldwide association of separate and independent accounting and consulting firms
- Skokie Chamber of Commerce Membership Committee, member
- ICPAS State and Federal Taxation Committees, member
- Chicagoland Chamber of Commerce Small Business Council, member
ARTICLES AND AWARDS
- Recipient of the 2011 “Woman To Watch” Award in Experienced Leader category, presented by the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society (ICPAS)
- Named US Small Business Administration Accountant Advocate of the Year for the
State of Illinois
- Authored articles on tax and business issues in the American Institute Certified
Public Accountants Journal of Accountancy, INSIGHT – the magazine of the
Illinois CPA Society
- Authored columns on business and tax issues for newsletters of the National
Association of Women Business Owners, the National Network of Women In
Sales, and the MAFBO Advocate
- Profiled in feature story titled “Blazing a Trail of Her Own” on www.WinningWorkplaces.com
CIVIC ACTIVITIES AND PERSONAL INTERESTS
- National Association of Women Business Owners (NAWBO) - member
- Exclusive Professional Women’s Networking Group (EPWNG) - founding member
- Women’s Business Development Center - advisor and resource
- Counseling families affected by divorce through The Lilac Tree: Women In Transition, Inc.
- Feeding the homeless in her community through food bank program at St. Phillips Church, Northbrook, IL
- Niles Township High School Budget Committee - former member
- International travel to Costa Rica, Africa, China, Israel, and other locations
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