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 started in 2010 with a dedication to staying small, providing the best service to our clients. We are a boutique wealth and tax firm, where clients work directly with the owners. We believe our combination of financial and tax expertise creates an exceptional service offering.
James is a co-owner of PJF Tax. His background at one of the "big four" accounting firms aided in his experience and expertise as tax manager, responsible for all cash flow planning for clients. He is an active CPA (Certified Public Accountant).
Phillip is a co-owner of PJF Tax. In addition to preparing tax returns, 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 confirm every number is where it should be. She has a diverse accounting background, most notably at one of the largest real estate companies in the world.
Molly is a "Jill of all trades." As office manager and client service specialist she keeps Phillip and James in line and on task. She has years of experience ensuring clients’ needs are met and have timely access to Phillip and James. 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