Certification & Credentials
- Enrolled Agent
- Certified Financial Planner
- Chartered Financial Consultant
- Licensed Insurance Agent
- BS Accounting from Villanova University
- Master’s in Financial Services from The American College
- Scholar Goldman Sachs 10,000 Small Business Program
Julia Brufke Wenger, Enrolled Agent
Julia is the CEO and founder of Phoenix Tax Consultants, LLC. She established the practice and has served clients for over 20 years, primarily in suburban Philadelphia. Originally located in Phoenixville, Pa., she and her team still meet face to face but also prepare tax returns and develop planning strategies for clients all over the United States and abroad. She is a long-standing member of several local Chambers of Commerce, The National Association of Women Business Owners. She is very proud to be a WBENC-certified woman-owned business!
When reflecting on why she still loves helping clients with their tax preparation and planning needs after over two decades, she shares that it is all about the relationships she has formed. Julie has followed her clients into the next generation. She enjoys knowing her clients and loves the fact that she has been able to save them money on their tax returns and helped them meet their financial goals by being strategic. She also adds that -by the way- she is very good at it!
Julie draws from her own experience in taxes, business ownership, and real estate investing to provide insightful tax preparation and planning expertise to investors and business owners. She has developed skills and expertise from working with hundreds of corporate individuals in industries like pharmaceuticals and aerospace because of her proximity to many of the corporate campuses in her area that are in job transition or preparing for retirement. She provides tax strategies, including management of stock options and distributions.
In addition, she has experience in divorce, elder care, and parenting, making her a sought-after resource for families and seniors. She is sensitive to the concerns of individuals making financial decisions and considers the clients’ complete situation when planning for them. Her vision for her practice has evolved into a one-stop service source for taxes and financial planning needs. This comprehensive role is convenient for clients and assists in developing tax-efficient investment strategies aimed at maximum results.
Her business success has been noticed, and recently, Julia was thrilled to accept the Philadelphia Inquirers / Philadelphia Business Forum’s award as the #12 fastest-growing small business in Philadelphia and was also recently commended by the Philadelphia City Council for being named one of the Women of Distinction by the Philadelphia Business Journal.
Julia has contributed to publications and media outlets, including The Wall Street Journal, SmartCEO Magazine, The Journal of Financial Planning, Advisor Today, Accounting Today, and KYW News Radio. Locally, she has contributed to The Phoenix, The Pottstown Mercury, The Daily Local, and Pottstown Cable TV.
On a personal note, Julia is the mother of four daughters. They all have outstanding careers that make her a proud Mom and, hopefully, a role model for them. She and her husband, Ron, live in Valley Forge, PA, and enjoy hobbies that include running half-marathons with their grown daughters. Here are some fun facts: Julia also writes as a hobby and has published a novel! She considers her business one of her favorite activities!
Derrick Arnold
Marilyn Davolos, CPA, MBA
Marilyn has been with the firm for nine years. Marilyn earned her BS in Economics and Political Science at Denison University, worked as a Paralegal for six years and then earned an MBA with a concentration in Accounting at LaSalle University. She worked with several small CPA firms, started acquiring her own clients and became a CPA in 1990. She has been doing taxes for 24 years. Marilyn’s hobbies include playing tennis, cooking and reading.
Anthony Nicolai
John Stehman, CPA
John has been with the firm for seven years. He earned a BS in Accounting from Penn State University in 1978. He has been a Certified Financial Planner since 1989. In addition to John’s extensive expertise in tax preparation and personal finance, he has 10 years of experience as a CPA and has been doing taxes for eight years.
Ashley Brannen
Ashley joined us several years ago and is a graduate of West Chester University with 17 years experience in tax, accounting, and business consulting. She has over a decade of diverse bookkeeping experience, using Sage and Quickbooks. Busy mom of two girls, she loves spending time outside the office at the beach and on the water.
Daniel Frazier, CPA, MBA, Tax Manager
Dan Frazier is our Tax Manager. He has over nine years of experience working with individual and business clients in a variety of industries. He received his undergraduate in Business Administration from Stockton University and obtained his MBA at Rutgers Camden. He is both a CPA and a Quickbooks ProAdvisor.
Sean Osborn
Debra Starinshak
Debra has a BS in Accounting from the University of New York. She is a CPA and has been doing tax returns for 16 years.
Jamie Harrington
Jamie has been preparing tax returns for clients since 2011. She has a degree in Mass Communications from Elizabethtown College with a Business Administration minor. Jamie has learned all aspects of tax preparation from beginning to end in her 12+ years of experience in the field. She has extensive knowledge of Quickbooks and ProSeries Tax Software. Jamie’s hobbies include volunteering for Home At Last Dog Rescue, spending time with family and friends, and enjoying the outdoors with her two fur babies as much as she can.
Rosie Cossentino
Eileen “Sissy” Morelock, MBA
Sissy has been preparing taxes with Phoenix Tax since 2011 and doing taxes for 13 years. She earned a BS from Franklin & Marshall College and a Masters in Taxation and an MBA in Investment Finance from Drexel University. Sissy resides in Montgomery County with her husband Kevin and two children.