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 endeavor and not one many look forward to but with tax professionals like Julie and her staff at Phoenix Tax Consultants, it doesn’t have to be that way. In this time of seismic tax changes under the Tax Cuts and Jobs Act signed into law this past year, getting top rate tax counsel and advice is imperative to getting the best return possible.
In Julie’s own words, Phoenix Tax Consultants is here for “helping clients be strategic to get the best results when we do their tax returns.” How, you may ask? Read on to learn why Phoenix Tax is best for filing your tax return.
- Use of their tried and tested tools to get you the best return. Phoenix Tax professionals will utilize their well-developed tools by asking first if you are self employed or employed by someone else. Determining that will provide the springboard to leap from there, in determining what tools are best to use. For example, one such tool is a retirement plan, such as a 401k or IRA, which can potentially have a big impact on your tax return.
- Work with you on stock options and deferred compensation. Julie notes, “The timing of making decisions of when to exercise a stock option or realize income can be very powerful.” Phoenix Tax takes the time to develop a strategy with you. Taxpayers are often not aware of their options, such as how adding the maximum to a health savings account can help reduce your taxable income now while also giving you peace of mind for possible healthcare needs later.
- Use of specific, highly honed tools designed to aid business owners. With these new laws come new possible deductions you can take advantage of “so it becomes extremely important to be strategic about what benefit plans you’re setting up for yourself and your employees.” Julie and her trained staff help with exactly that, such as by helping you figure out what’s the best salary to take for yourself and when to buy purchases. Phoenix Tax runs the numbers for you to give you a good idea how strategic purchases can affect your overall tax liability and how best to structure any debts.
- Phoenix Tax makes the promise to help individuals and small businesses make sound financial decisions to help minimize their taxes. With transparent pricing and personal service, they are there for you and it doesn’t stop after the return is filed. They’re experts with follow-up, setting them far apart from their competitors.
In the video above, Julie advises on the importance of speaking with a quality tax advisor before the end of the year to ensure you don’t miss out on opportunities that can significantly impact your overall tax return.
Call Phoenix Tax Consultants today to speak with a qualified tax expert to begin strategizing on how to minimize your taxes while maximizing your return.