The company was formed in 2016 by founder and partner Phillip T. Perrier. Theresa Thompson joined the firm in 2018 as a partner. Phillip and Theresa met years prior at a tax training for Phillip’s Liberty Tax Service franchise in Fayetteville, NC. Phillip was surprised by Theresa’s quick grasp of highly technical tax calculations and sent her to work for the financial planning firm that he had started with when we was 16 years old, Financial Management Systems (FMS). Theresa learned payroll, bookkeeping, and taxation while at FMS and eventually left the position to work with Intuit, the largest online tax preparation firm. Phillip called Theresa to bring her back to FMS for a few days while he attended a funeral in Ireland. She agreed to fill in for him which is when they decided it was time to go out on their own.
We are a financial planning and tax preparation firm that will do everything we can to help you hit your financial goals. We are located in Fayetteville, NC but we can provide services to you no matter where in the world you are located.
Phillip T. Perrier – Founder
Phillip graduated from the Academy of Finance at Douglas Byrd High School and was awarded the National Alumni Award for opening Liberty Tax Service in Fayetteville, NC.
He graduated from NC State University with a B.S. in Economics and is currently working on getting his Certified Financial Planner (CFP) designation from NC State University.
- 2000-2004 Placed top 3 in NC stock market competition
- 2004 Academy of Finance Graduate
- 2004 Placed in top 10 in International business competition in NC, FBLA
- 2006 At age 19 opened Liberty Tax Service at Owen Dr. in Fayetteville, NC
- 2006 – Present Serves on the Academy of Finance Advisory Board
- 2008 Won National Academy Foundation Alumni Honoree Award
- 2008 Passed the ARMY Leadership Training Course at Ft. Knox, KY
2009 expanded Liberty Tax Service into Hope Mills, NC
2011 Graduated from NC State University with a B.A. in Economics
2013 – 2015 Worked for Cumberland County as a Tax Auditor
2014 Cumberland County Citizens Academy Graduate
2015 Worked for City of Fayetteville as a Management Analyst
2017 Served on the board of Greater Fayetteville United as Treasurer
Theresa studied in the field of accounting at Campbell University. During her course of studies Theresa realized she had a passion for taxation and business and decided to get experience in taxes. Theresa was referred to Phillip to work at one of his Liberty Tax offices. During the training seminar Phillip took notice of Theresa’s acute knowledge of tax law although she had no formal experience working in tax. Phillip then referred Theresa for work in the office of Financial Management Systems under Dr. Sid Gautam. Phillip had worked for and was mentored by Dr. Gautam for over 10 years. Theresa worked under Dr. Sid Gautam for nearly 3 years quickly increasing her tax, accounting, and business acumen as well as learning the investment side of estate planning before she moved on to work in tax advisory for one of the largest tax preparation service providers in the nation: Intuit’s TurboTax. Theresa began work for TurboTax in 2015 and still currently works for them contractually. In 2016 Phillip had gone back to work for Financial Management Systems after Dr. Gautam passed. He called upon Theresa to come back to the office as well in 2017. In 2018 Phillip decided it was time to branch out from Financial Management Systems and asked Theresa to partner with him in PT Financial Management. In 2018 Theresasuccessfully passed the IRS See exam and became an IRS certified Enrolled Agent.
Theresa Thompson – Partner
Theresa has held many positions in the tax preparation field and holds the Enrolled Agent (EA) designation granted by the IRS.
She currently is an active partner with PT Financial Management (PTFM) while also working with one of the largest online tax preparation companies, Intuit Turbotax