News Release: PTC Completes 10,000 Small Businesses-Greater Philadelphia Program

Philadelphia, August 10, 2017 – Julia Brufke Wenger, Owner of Phoenix Tax Consultants, LLC was among the ninth cohort of 29 graduates who recently completed the Goldman Sachs 10,000 Small  Businesses-Greater Philadephia program. Julia Brufke Wenger, Chief Operating officer of Phoenix Tax Consultants has been a member of the Phoenixville business community and owned her…

Julie’s Story

My story… I recently heard a speaker talk about what are called SEEs- significant emotional events. These significant emotional events have such a profound impact on an individual that they have the capacity to change your perspective in life, your value system and your view of the world. I experienced what I believe to be…

Around the Watercooler

JULIE BRUFKE WENGER  —  Julie finished her Master Degree requirements from the American College with a Masters of Science in      Financial Services in December. She also was again invited to be a member of the Women’s Advisory Board at John Hancock, dedicated to empowering women financially and a keynote speaker at the national conference for…

Did You Know 2017

The safe withdrawal rate from savings in retirement of 4% is being challenged as interest rates remain low. The S&P 500 has gained +285.4% (total return) from its 3/09/09 bear market low through the close of trading as of last Friday 11/25/16. Our nation’s national debt was $18.922 trillion as of 12/31/15, a total that…

Happy New Year to All!

I need to start this conversation with a huge thank you to my “client family” for your loyalty and patronage in 2016. Tax season can be tiring but seeing the familiar faces of long time clients return each year makes our job very rewarding. As always, our focus is on relationships and providing the best…

Ford Family

“A few years ago my husband and I made the leap to tackle our taxes with Julie and her team at The Tax Tacklers instead of using ‘off the shelf’ tax software.  It was the best decision we made! We had questions about our taxes, potential deductions, filing status, benefits of itemize deductions, dependent deductions and…