Focus on what counts

Philip R. Baker

Partner, Citrin Cooperman Advisors LLC

"My professional satisfaction is achieved by building relationships, solving problems, and helping clients achieve success.”

Philip Baker is a partner in the firm’s Bethesda, Maryland office, bringing his vast experience to clients in various industries including healthcare, professional services, manufacturing, distribution, and real estate, among others.. His specialties include sophisticated tax research, planning, and preparation, estate planning, business planning and consulting, litigation support, and wealth management. He is a member of the firms Trust and Estate Advisory Board and a member of the Firm’s Individual Tax Subject Matters Expert Group.


Phil served as co-managing member and tax officer at Regardie, Brooks & Lewis, which joined Citrin Cooperman in 2015. He first joined RB&L in 1974 and became an officer in 1978.

Phil serves a wide variety of privately-owned businesses, professional, and individual clients, as well as having managed RB&L’s tax practice.

Education & Licenses

Bachelor of Science in Business, University of Maryland


Certified Public Accountant in the State of Maryland

Honors & Awards

Washingtonian Magazine recognized Phil as "...probably the most knowledgeable CPA in town on Federal Taxation."

Presentations & Publications

Phil is a frequent speaker and teacher on a variety of tax, financial, and management advisory service issues.


Served as a Member of the Internal Revenue Service Forum on Ethics and Professionalism in Tax Administration

Served as a Member of the Board of Directors of a local bank, including Chairman of its Audit Committee

Past Chairman of the Tax Committee of the Greater Washington Society of CPAs and former Member of its Board of Governors