We don’t just process, we plan!
Phoenix Tax Consultants LLC has over 30 years of local tax preparation, tax planning, and audit experience. Don’t trust your return to anyone, go with the experts!
Phoenix Tax Consultants wins Philly100 Award Phoenixville, PA – Phoenix Tax Consultants has had the honor to be named among the fastest-growing businesses in the Philadelphia area by The Philadelphia100® awards forum. Businesses recognized by this “merit based program” are given this honor based on criteria from over several years of achievements. “Only companies that…
Tax season is not over – it is just starting. As a “super strategist” I can’t emphasize enough that the biggest tax reduction opportunities start earlier in the year, NOT on April 15th. By then it is too late. Here are five things to think about now to get the best head start on reducing your taxes.
6 Advantages of Working With Tax Experts to Prepare Your Taxes At tax time, you might wonder if hiring tax experts is really worth it. We’re here to tell you it is, but you don’t have to just take our word for it. We’ll be discussing just six advantages of working with tax professionals to…
Tax Preparation Tips: What You Should Know Before Preparing Your Taxes When it’s time to prepare your tax return, it’ll make your life easier if you’re organized and ready for your tax preparation appointment. Depending on your tax situation, not everything on our list will be relevant to your situation, but it’ll still help you…
How Tax Consultants Can Help You Avoid Processing Delays to Get Your Refund ASAP When it comes to getting a tax refund, most of us don’t want to wait around for it. This isn’t surprising, because many households put this money toward necessities or paying down debt. In addition to this, tax refunds aren’t just…
Why This Year’s Refund Might Not Be What You’re Expecting In 2022, many Americans got a substantial tax refund, but it seems that in 2023, the average refund is about 11% lower than last year. According to IRS data, typical refunds in 2022 were around $3,473, while this year most refunds are $3,079. This could…
When is the Best Time to File My Tax Return? Here at Phoenix Tax Consultants, we believe that the earlier you file your taxes, the better. However, do certain situations ever warrant waiting to file your taxes? In this article, we’ll explain the best time to file your tax return depending on your situation, and…
Featured in Suburban Life – How We Help Clients Navigate Retirement Planning
5 Benefits of Filing Your Taxes Early Straight From a Tax Consultant 33% of Americans admit that they wait until the last minute to file their taxes. So if this is typically your strategy, you’re not alone! However, just because it’s common, does not mean that it’s the best strategy. Any tax consultant will tell…
Featured in Suburban Life – A New Way Of Doing Taxes
Throughout all the major life events, from getting married and buying a house to becoming parents and retiring, taxes play a significant role in your life. Once you understand how these life events affect your tax returns, you can take advantage of it. Adopting a Child You can ask for a 100% tax credit for…
The IRS audited nearly 9.8 million taxpayers in 2018 alone, despite the reports of a rapidly shrinking staff. You may think that the IRS is only interested in the big fish (aka corporations) but the reality is, you just never know. The best way to make sure you don’t become subject to an audit is…
If this is your first time filing tax returns, you may be feeling overwhelmed with what is taxable and what is not. With the return filing deadline less than 100 days away (April 15th, 2020), it is important for you to understand how much of your income is taxable. What is taxable income? The amount…
The deadline to file your 2019 taxes is fast approaching (April 15th, 2020), but if for some reason, you think you will need more time to file your returns, it is critical that you file a tax extension. With the help of an extension, you can easily get 6 additional months from the IRS to…
The IRS offers many tax-break programs to help people pay for medical expenses. Known as the tax-favored health plans, these programs are designed to help you (and your family) cover the medical, vision, dental, and prescription expenses. Read on to learn more about these plans. 2 Tax-Favored Health Plans to Maximize Your Tax Savings Health…
Once you are done filing your tax returns, what should you do with all the receipts, forms, and other paperwork? Should you just shred them and reduce the clutter or keep them? The IRS recommends that you should keep any documents that prove how much income you have earned and any other documents that support…
The federal government allows states to collect taxes in order to finance public and government services. Health benefits, law enforcement departments, public schools, and other institutions depend on these local and state taxes to keep serving the citizens. There are different types of state and local taxes, such as property taxes, individual income taxes, sales…
Phoenix Tax Consultants was named #12 on the Philadelphia 100 list of fastest growing companies in 2019. The Philadelphia100® was cofounded by the Entrepreneurs’ Forum of Greater Philadelphia to celebrate the success of both its CEO members and local CEOs, the Philadelphia100® awards identifies and honors the 100 fastest growing, privately-held entrepreneurial companies in the Greater Philadelphia Region.
They say only two things in life are certain: death and taxes. But these days, it seems that getting scammed by IRS imposters is also likely. While the American taxpayers are busy filing taxes, there’s a small group that has been working hard to scam innocent people out of their hard-earned money. Statistics show that…
As a small business owner, you may think that the IRS has bigger fish to fry than your small firm. But many reports have cited that the IRS is increasingly cracking down on small businesses for tax audits. You can avoid a lot of headaches (and fines!) by understanding and fulfilling your business tax responsibilities.…
Many people in the US are motivated to buy their own home solely due to the tax breaks available for homeowners. Whether you are considering buying a home or are already a homeowner, it’s a wise idea to understand how these tax breaks are handled in 2019. Also, since the new Tax Cuts and Jobs…
Are you recently widowed or having to file your tax returns for the first time since the passing of your spouse? We understand this is a difficult time and can be confusing and emotional. Our team at Phoenix Tax Consultants is here to guide you through this process. Below we have outlined helpful information for…
As the end of the year approaches, so to does tax time and preparation for filing one’s tax return. Here, Julie Brufke Wenger, owner of Phoenix Tax Consultants (AKA “the tax tacklers”), shares thoughts on the seismic changes in tax law from the new Tax Cuts and Jobs Act and how it will directly affect…
Julie Brufke Wenger, owner of Phoenix Tax Consultants, has been working with clients in Phoenixville for over 25 years. Known as the “Tax Tacklers”, her company gets the job done under the premise of “we don’t just process – we plan.” As most taxpayers can attest, filing tax returns is typically an arduous and time-consuming…
October 27, 2017 – Julia Brufke Wenger was a 2017 Sponsor for the Women on the Move Luncheon with Main Line Today Magazine. During the event Julia and her team met Tracy Davidson of NBC Philadelphia, the winners of the 2017 class of WOTM and luncheon guests for an inspirational afternoon. Here is the recap…
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…
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…
JULIA BRUFKE WENGER EARNS MASTER OF SCIENCE IN FINANCIAL SERVICES DEGREE FROM THE AMERICAN COLLEGE OF FINANCIAL SERVICES PHOENIXVILLE, PA – FEBRUARY 22, 2017 – Julia Brufke Wenger, owner of Phoenix Tax Consultants has earned the Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at the American…
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…
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…
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…
“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…
TOP TAX RATE: 39.6% PERSONAL EXEMPTION 2016: $4,050 STANDARD DEDUCTION 2016: Married: $12,700 | Single: $6,350 | HOH: $9,350 STANDARD MILEAGE BUSINESS: .54 cents per mile in 2016
Its has been busy for Julia Brufke Wenger and “The Tax Tacklers” team. See what they have been up to!
By: Julia Brufke Wenger, “Your Transition Expert” Although the economic crisis seems to be winding down and most are hopeful about the future, one major piece of uncertainty remains for few (or not so few, depending on which unemployment rates you read): how to handle a job transition. Job transition is a time of change,…
September 17, 2015 at 6:00PM Phoenix Tax Consultants Office 300 Bridge Street Phoenixville, PA RSVP by phone to Amber – 610-933-3507 *Open to the Public*
Only open to Attendees of Right Management Seminar with Julie Brufke Wenger. Contact the office for details for a night of fun!
Phoenix Tax Consultants was a finalist for the SmartCEO Philadelphia CPA & ESQ Awards for CPA firm. The full press release of winners and finalists from SmartCEO is here: Press Release from SmartCEO Magazine. Julie Brufke Wenger’s profile on SmartCEO’s finalist website.
You’re Invited to Our Upcoming Events All Events are Complimentary, Special Gifts to those who bring friends. Desserts and refreshments will be served. Space is limited, first come first served (aprrox 10-15 spaces per event) and that those who “Bring A Friend” will be placed in a drawling to receive a $50 gift card! June,…
With 2015 coming to a close, join owner, Julie Brufke Wenger and special guests as they discuss the market watch for 2016, identifying opportunities and trends.
This is a must for anyone over 55 and not yet receiving social security benefits. Younger clients should encourage their parents to attend. Special guest Jim Fahey will help you explore the many ways to maximize your retirement paycheck.
Learn what it takes to save for the future and see how an early start can lead to millions!
Do you have a will? Are you worried about your creditors? Should you gift or form trusts? Are your children responsible with money? Do you have a guardian named for your children? Are you worried about spend down or long term care? We will be joined by an Estate Attorney for this special seminar dedicated…
“Get Tax Fit” (see enclosed fiscal fitness fact sheet). Owner, Julie Brufke Wenger will discuss current taxation and how to reduce your 2015 tax bill, starting NOW!
Did you know that Julie Brufke Wenger, Owner and Enrolled Agent of Phoenix Tax Consultants “The Tax Tacklers” was interviewed for two seperate articles in The Wall Stree Journal? How Being a Worrywort Helps at Work Don’t Sneeze: Office Etiqutte for Flu Season
E-filing can be quicker and easier than paper filing, but that doesn’t mean you should breeze through it without checking for errors. While e-filing can catch some errors, it’s still important to review your return before your submit it. It doesn’t matter if you’re using a pen or your keyboard when you prepare your taxes;…
Visit Phoenix Tax Consultant’s Profile on the SmartCEO website. If you want to learn more about this award and the finalists read the full press release of winners and finalists from SmartCEO is here: Press Release from SmartCEO Magazine. AWARD FINALIST VIDEOS SERVICE AREA FIRM: Finalist
April will be here sooner than you think, which means it’s time to focus on tax planning. But first, it’s essential to know what tax planning is and how to do it efficiently. Investopedia defines tax planning as: “Logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax…
JAN > Tax Update Seminar for Clients FEB > Tax Planning Night MAR > Understanding Retirement Plans > Molly Maguire’s Referral Night APR > Social Security Planning Seminar MAY > Creating a Family Pension JUN > How much do I need to retire? SEP > Becoming a Contractor Seminar OCT > Social Security Planning Seminar…
Thanks to smartphones, you now have the ability to track your taxes whenever and wherever you want. While there are many app out there that let you access your tax information, there are still a few important things to keep in mind as you figure out which apps to use, and how to use them.…
Did you know the tax season is actually shorter this year? According to the IRS, the government shutdown in October came during the peak time for preparing the 2014 filing system. That’s why the IRS started processing returns January 31st (instead of the originally scheduled January 21st). Here’s the catch: the deadline for filing is…
Have you had to ask yourself how do I handle a job transition? Job transition is a time of change, challenge and opportunity. Addressing a few key points can make the process easier and, in turn, allow you to maximize the outcome. Even if you aren’t currently in the middle of a job transition, these points…
It is Month 2 of Julie’s Personal Powerful Financial Plan! I am starting to get a handle of what is what when it comes to our financial future. Our task was gathering our debt information. Unlike our assets, I am well aware of all the debt, especially with the monthly automatic payments. What I was…
Tax season is upon us, and with that comes a very important question: to use a licensed professional, or not to use professional? This earlier post by Tax Tacklers illustrates the differences between using a CPA and using a system like TurboTax. While TurboTax can be the right solution in some situations, there are many…
Courtney’s January Challenge Update: So it begins. My journey towards creating a personal powerful financial plan using Julie’s 12 Steps! Getting a better understanding of our financial situation, taxes and planning have always been on the to do list for my husband and I. We found just about every reason NOT to talk about money,…
Julie Brufke Wenger recently authored and shared an article with her clients and collegeues titled 12 Months to a Personal Financial Power Plan. Two of Phoenix Tax Consultants reached back out to say how timely the article was for them personally. Julie thought it might be fun to hear how they are doing and invited them…
Phoenix Tax Consultants is an active small business in the community. We are proud to support our local chambers, community and other small businesses. We are members of the Perkiomen Valley Chamber of Commerce, and Phoenixville Regional Chamber of Commerce.
Individual filers making $200,000 or married filers earning $250,000 are subject to a new Medicare tax of .09% on earnings above these amounts and in many cases this is not being withheld by the employer! If this applies to you please call our office to determine if you need to make an estimated tax payment…
Congratulations on becoming a parent! You may have heard there are many benefits to having a child from the unconditional love to tax deductions. Here is a quick guide to 5 things all new parents should know the 1st calendar tax year they have a child. As always any questions or if you need clarification,…
As the year quickly comes to an end we encourage our clients to think about the tax year before it ends! Now is the time to consider incentivized purchases that offer tax rebates set to expire at the end December 31, 2013. Below is a list of 4 popular tax deductions or tax rebates that…
Make your New Year’s resolution to participate in the twelve monthly steps to creating your own personal financial power plan. Each month is one manageable assignment that relates to the previous assignment so by the end of 2014 you will: Know what your assets are currently. Have organized your debts and have a plan to…
Now is a good time to see if you qualify for either of two college education tax credits or any of several other education-related tax benefits. In general, the American opportunity tax credit, lifetime learning credit, and tuition and fees deduction are available to taxpayers who pay qualifying expenses for an eligible student. Eligible students…
About Phoenixville One of my favorite things to do in Phoenixville is to stroll through our farmer’s market on an autumn Saturday morning. Founded in 2002 it is located along French Creek under the Veterans Memorial Gay Street Bridge, accessed from Taylor Alley just steps from our office. This producer/grower market is committed to providing…
Julie on the economy The last decade has familiarized us to the aftermath of financial bubbles. We all remember the dot-com bubble when even grandmothers were investing in IPO’s! Then the real estate bubble popped leading to the market decline of 2008 -2009. Because I have been in this business for over a decade, experience…
Around the water cooler Julie’s daughter Julie Grace is a graduate student a Georgetown University and has recently been selected by Fox News to be their congressional reporter intern. Mary Malazita attended a two day IRS tax problem resolution boot camp this July in Baltimore. This intense seminar has provided her with many of…
Top Tax Tips This is a good time to realize capital gains! As the Bush tax cuts are set to expire it is likely that capital gains tax will increase from a rate of 15% or lower in some cases to 20%. The time is now to divest of that appreciated rental property that you…
* Best Tax Tips * Our deficit is now up to 14 trillion dollars and our country is spending double what it brings in from income tax revenue- taxes have no where to go but up. Shelter what you can now by using vehicles such as: Roth IRAs Employer plans Fixed annuities as a substitute…
Article First Appeared in the Summer 2010 Issue of Phlare Magazine 10 Important Financial Considerations when Experiencing Employer Transition Written by Julie Brufke Wenger: While the economic crisis seems to be winding down and while some people may be hopeful about the future, one major uncertainty remains for others: how to handle a job transition.…
January 18, 2012 – Julie Brufke Wenger spoke at the Woman Owned Business Network of Montgomery County Community College. As a successful entrepenuer and business professional Julie was asked to shared her story and provide practical advice for women business owners and entrepeneurs as they start and look to grow their business both professionally and financially. …
Tax Business Do’s and Dont’s by Mary Malazita As a CPA, I handle all of our business mowners that are incorporated as corporations and partnerships; however I do not meet with everyone who is self-employed and files a Schedule C. As a sole proprietor, there are many ways that you can minimize your tax liability. …
Realtor Assistance Program Originally Posted on February 16, 2011 Our Realtor Assistance Program provides a resource for real estate professionals to distinguish themselves from other realtors. Become your client’s hero and realize more sales by partnering with us to answer questions like these for your clients: How will a home purchase impact your client’s tax return?…
Are You Getting a Tax Refund or Writing a Check? Posted on February 2, 2011 Do you know if you will be getting a refund or have to write a check for your 2010 tax return? As a working professional responsible for bills, savings, and other’s it is very beneficial to know if you will…
10 Common Tax Write Offs Posted on February 4, 2011 Remembering those important deductions can seriously help you come tax time. Here’s a list of 10 Common Tax Write Offs that you shouldn’t forget. Educational Expenses – These are eligible in the case of career advancement or job improvement. Student Loans & Home Loan Interest Casualty…
Dinner & Taxes in Phoenixville, PA Posted on February 11, 2011 That’s right, we said it “Dinner & Taxes”… probably not how you will spend Valentine’s Day on Monday, February 14th., but we can hope! Need a reason to head to Phoenixville or make your way into town? Take our advice on dinner and taxes in Phoenixville, PA! is location…
TurboTax vs. CPA Firms Originally Posted on February 15, 2011 It’s a question that plagues all of us as Tax time approaches. Which method is better? What are some Pros and Cons? Certainly both have their individual benefits. Let’s make some considerations on both ends, as we delve into the choice to use one over…
2010 Homebuyers Beware Posted on February 21, 2011 Buying a Home is an exciting prospect and an important decision, but like all important decisions it should be measured with gainful knowledge for informed decision making. An educated buyer can avoid the pitfalls from predatory lending practices that promise short term gains. Remember important dates, know your…
Avoiding the IRS? Is it Possible? Posted on February 23, 2011 It’s not a good idea. Don’t risk it. You’ve see the number of recognizable celebrities such as Red Foxx, and Wesley Snipes with thousands if not millions owed to the IRS. No one can fly under the radar. It’s not worth the risks involved. As…
Family Matters: The Dependent Posted on March 1, 2011 Dependants are described by the Internal Revenue Service as “…a qualifying child or a qualifying relative.” and by this definition there can only be two categories of qualifying individuals that rank for the dependency exemption described by the IRS: children and/or any relative of qualifying exemption. …
Emanicpation Day Pushes Tax Deadline Posted on March 23, 2011 In history class, we read about the Emancipation Proclamation. As adults we are reminded of that history class as it is now honored as a holiday. This holiday will be observed on April 15, 2011 which is pushing back the tax deadline until April 18th, 2011. A sigh…
6 Bizarre Tax Write Off Attempts Posted on March 23, 2011 In the annals of Tax filings, a myriad of different strange deductions have certainly passed through the offices of the Internal Revenue Service. According to a list provided to CBS News from a published report on April Fool’s day 2010, here are 6 of them…
4 TAX CREDIT & DEDUCTION OPTIONS TO KNOW BEFORE HEADING BACK TO COLLEGE Posted on August 18, 2011 We like the IRS! They send out a weekly email blast with helpful links and resources that cover a wide range of topics. As your local tax specialist it’s our job to share information that we feel…
Julie Brufke Wenger Presents Career Cure Originally Posted on September 6, 2010 In February 2010, Julie Brufke Wenger of JBW Enterprises hosted a night of hope for local Philadelphia job seekers. Julie envisioned an event to bring together industry experts in all areas of the career search to create an event called, “Career Cure.” Host and mastermind Julie…
Julie Brufke Wenger of JBW Enterprises hosted Career Cure in 2010 to help the Philadelphia area professionals that were experiening layoffs. Julie’s office is located in Phoenixville, PA centrally located to several major pharmaceutical companies in the King of Prussia area. As a local business and professional Julie saw the need to help her collegues,…
Like any business we appreciate our clients and their referrals to family, friends and colleagues. To show our thanks and appreciation we will run promotions to say “Thanks” for referring new clients to Phoenix Tax Consultants. Don’t forget it is never to early to book your Tax Appointment.