Important Update

Currently, we are no longer accepting new tax-only clients. With wealth management services at the core of our business offering (through Phillip James Financial) and the growth we have experienced, PJF Tax is shifting to only offering tax services to Phillip James Financial wealth management clients.  This allows us to dedicate our time and efforts on the households we manage. 

If interested in learning more about our combined Wealth Management and Tax service offering, please visit us at www.phillipjamesfinancial.com to schedule your complimentary call.

 

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