Our Tax Team – Phoenix Tax Consultants

Our Tax Team

At Phoenix Tax Consultants we are proud to have the best in class accountants, CPAs, EAs, and tax professionals. All of our professionals hold a college degree and participate in continuing education throughout the year. Many of our staff have a PTIN or are either a CPA or Enrolled Agent and are registered tax preparers with the IRS. We’re ready to tackle your taxes!

Julia Brufke Wenger, Enrolled Agent

Certifications and 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 Sach’s 10000 Small Business Program

Julia is the CEO and founder of Phoenix Tax Consultants, LLC. She established the practice and has been serving clients for over 20 years primarily in the Philadelphia suburban area. 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, and 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 more than two decades, she shares that it is all about the relationships she has formed over the years. 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 for investors and business owners. She has developed skills and expertise as a result of 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 and 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 source of service 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 Philadelphia City Council for being named one of the Women of Distinction by the Philadelphia Business Journal.

Julia has been a contributor 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 on 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. Fun facts, Julia also writes as a hobby and has published a novel! She considers her business one of her favorite activities! 

Ashley Brannen

Ashley joined us several years ago and is a graduate of West Chester University with 15 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.

Marilyn Davolos, CPA, MBA

Marilyn has been with the firm for eight years. Marilyn earned her BS in Economics and Political Science, worked as a Paralegal for six years and then earned an MBA with a concentration in Accounting.  She worked with several small CPA firms, started acquiring her own clients and became a CPA in 1990. Marilyn’s hobbies include playing tennis, cooking and reading.

Daniel Frazier, CPA, MBA, Tax Manager

Dan Frazier is our Tax Manager. He has over eight 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.

Samuel Fry, Advanced Tax Specialist

Sam has been with the firm for seven years. Sam is a graduate of The Hill School and received his BS in economics and finance from The Wharton School of The University of Pennsylvania.  Sam earned his law degree from The Tulane University School of Law, and received a Master of Legal Letters in Taxation, from The Boston University School of Law.  Sam has expertise and years of experience in the finance, business structure and tax fields with an emphasis on tax compliance; individual, business, estate, trust, and exempt entity taxation; tax exempt finance, and commercial and non-commercial tax assessment appeals.  

Christopher Furman, JD LLM

Chris has over eight years of experience helping individuals and small businesses achieve their tax goals. He has worked at accounting firms, and in addition to his law degree, has a Master in Taxation from the Boston University School of Law Graduate Tax Program. Chris’ unique background in law and accounting allows for an approach to each client that is both thorough and holistic. His experience extends beyond preparation of tax returns as Chris has had outstanding success in negotiating controversies with the Internal Revenue Service and the Pennsylvania and Philadelphia Departments of Revenue. His efforts have saved clients tens of thousands of dollars over the years. In his spare time, Chris enjoys jujitsu and studying for Pennsylvania the CPA exam.

Eileen “Sissy” Morelock, MBA

Sissy has been preparing taxes with Phoenix Tax since 2011. 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.

John Stehman, CPA

John has been with the firm for six 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 nine years of experience as a CPA.

Sean Osborn

Now Preparing Extensions and Strategic Planning - Don't Wait Until Tax Time!