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Phillip C. MCallister

Advisor

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Philip C. (Carter) McAllister has years of experience as a certified public accountant. He worked for Nowlen, Holt & Miner P.A. from 2014 to 2016 in their Wealth Management and Tax division, specializing in tax efficient asset allocation, taxation, and individual and business services.

In 2018, he and Tim Schmedes founded their own firm, Schmedes McAllister and Associates.


His current specialties include individual, business, and international tax return preparation and consultation. Additionally, he advises clients on their estate, investment, and retirement matters. Carter’s expertise expands beyond document preparation, consultation, and advising; he also represents clients in IRS hearings regarding late filings, back taxing and client account resolutions. 



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