Our Tax Advantage

Is your Financial Advisor also a Tax Accountant?

Phillip James Financial is also able to prepare your taxes through our affiliated accounting and tax firm PJF Tax . This allows us to provide you with an integrated tax solution.  This unique arrangement positions us to better plan and handle any tax situation that comes up. Giving you access to two of your needed professionals in one place without having to coordinate with different companies - just another benefit of working with a comprehensive financial planning company like Phillip James.

In addition to tax preparation we provide valuable tax planning and invest your portfolio in a tax efficient way, using low-cost exchange traded funds, asset location strategies, and tax-loss harvesting to reduce taxes and increase your after-tax return.

Click to go to our Individual Tax Preparation Website (PJF Tax).


Our Services

  • Financial Planning

  • Investments 

  • Retirement

  • Insurance

  • Advice 

  • 401(k) Services


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