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Phoenix Tax Consultants continues to expand. Stay up to date with some of our recent happenings and awards below.
Having a Voice on Capitol Hill
Representing small businesses as a Goldman Sachs 10kSB alumni, Julie Brufke Wenger meets with Congresswoman Chrissy Houlahan to discuss the needs and concerns of small business owners.
Suburban Life Magazine
Phoenix Rising
Industry disruptor Phoenix Tax Consultants LLC combines strategic tax planning, unparalleled expertise, and pioneering technology to offer “a new way of doing taxes.”
by Bill Donahue
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Journal of Financial Planning
Why Every Planner Needs to Understand the New Tax Laws
by Julie Brufke Wenger
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Keep an eye out for our monthly educational webinars and events!
January : Avoid the horrors of identity theft
February : Must know tax tips for retirement accounts, tax withholding, Roth conversions, cap gains, and more
March : Powerful strategies to protect your assets
April : The pros, cons, and pitfalls of retirement plan rollovers and pension elections
May : Get strategic with Social Security planning
June : When cash does not cut it – other strategies for better-than-the-bank earnings while remaining conservative
July : Month off, enjoy the summer!
August : Must know information on 529 plans and navigating education credits for powerful tax results
September : Have you done legacy planning? What you need to know including info on estate taxation, wills, beneficiary planning, and more
October : Choosing Medicare supplemental insurance? Get your answers and ensure that you are on the best plan
November : Starting a business? Own a business? Get tips on starting out right and keeping it right
December : It’s not too late to save money on taxes. Tax tips for the year-end.
Faces of the Main Line 2020 & 2021
Main Line Today has featured our own Julie Brufke Wenger as the Face of Certified Financial Planning two years in a row! It was an honor to be featured among an incredible group of professionals in the Philadelphia area.
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Certified Women’s Business Enterprise
Phoenix Tax Consultants is recognized with a Women’s Business Enterprise National Council designation. This means that we went through a rigorous and stringent certification process to confirm the business is owned, managed, and controlled by a woman or women.
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Philadelphia Business Journal’s 2019 Women-Owned Business Recognition
In September 2019, we were proud to receive a letter from City of Philadelphia’s councilman Allen Domb, in congratulations of her ranking in the Philadelphia Business Journal’s 2019 Women-Owned Business recognition.
Find Out MoreJulie Brufke-Wenger had two articles featured in the Journal of Financial Planning (from the Financial Planning Association® or FPA®) in November 2019, covering the topics of “Why Every Planner Needs to Understand the Tax Law” and “Strengthening Client Relationships by Segmenting Meetings into ‘Seasons’”. The FPA® is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals*, educators, financial services providers, and students who seek advancement in a growing, dynamic profession. The primary aim of FPA is to elevate the profession that transforms lives through the power of financial planning.
National Association of Women Business Owners
Julie was proud to be featured in a National Association of Women Business Owners Spotlight article in November 2019. Julie is a NAWBO member, participating as a mentor in their Semicircle program and is co-host for the Phoenixville Power Friday group.
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Philadelphia 100 List
Phoenix Tax Consultants was named #12 on the Philadelphia 100 list of fastest-growing companies in 2019. The Philadelphia100® was co-founded by the Entrepreneurs’ Forum of Greater Philadelphia to celebrate the success of both its CEO members and local CEOs. The Philadelphia100® awards identify and honor the 100 fastest-growing, privately-held entrepreneurial companies in the Greater Philadelphia Region.
Perkiomen Valley Chamber Awards
Julie Brufke-Wenger was recognized as a Business Star of the Year finalist during the 2019 Perkiomen Valley Chamber Awards Gala in February. It was an honor to be recognized!
Phoenixville News Segment
Julie was featured in March’s Phoenixville News, in an “At the Table With” segment. She discussed her business, background, and family life.
Route 422 Business Advisor
In January 2020, Phoenix Tax Consultants was featured as a Business Spotlight in the Route 422 Business Advisor, which is a free monthly news and issues magazine focusing on the burgeoning business community along the Route 422 and Route 100 Corridors in Montgomery, Chester, and Berks counties in Southeastern Pennsylvania, USA.
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