PJF Tax is a tax preparation and planning practice located in Plymouth Minnesota, serving the Twin Cities and surrounding suburbs. We specialize in high-income and high net worth situations. Request a free, no obligation quote today.
PJF Tax was founded in 2010 with a dedication to staying small. Clients have the opportunity to work directly with the owners. By limiting the number of households we serve, we can dedicate more time and resources to clients. We believe this along with the combination of financial and tax expertise creates a truly exceptional service offering.
James is a co-owner of PJF Tax. His background in both wealth management and individual taxes provides a unique approach to the traditional tax advisor. As tax manager, he is responsible for creating and implementing tax strategies for clients.
Phillip is a co-owner of PJF Tax. In addition to working closely with James on preparing tax returns and building out strategies, he heads the Wealth Management division of the sister company, Phillip James Financial. He is both a CFA (Chartered Financial Analyst) and RTRP (Registered Tax Return Preparer).
Michele works behind the scenes to ensure accuracy and assists James & Phillip with the accounting and financial reporting needs of clients. She has a diverse accounting background, most notably at one of the largest real estate companies in the world.
Molly oversees the overall client experience. As Office Manager, she is instrumental in providing support to clients and ensuring the clients’ needs and expectations are met. Feel free to reach out to her to schedule your next appointment.
Angie’s List Super Service Award 2016-2018
Best of Minneapolis - Economic Analysis & Research 2018
Investopedia - 100 Most Influential Advisors 2017
Maple Grove Small Business Awards - 2016-2017
Minnesota Business Magazine – 35 Young Entrepreneurs – 2016
Plymouth Small Business Excellence Award – 2016-2017
Expertise Awards - Best Tax Services in Minneapolis - 2017