PJF Tax

PJF Tax is a tax preparation and planning practice based in Plymouth, Minnesota, serving the Twin Cities and surrounding suburbs.

The practice describes its approach as integrated tax planning and preparation, with an emphasis on identifying planning opportunities rather than only preparing returns.

PJF Tax is a tax preparation and planning practice based in Plymouth, Minnesota, serving the Twin Cities and surrounding suburbs. The firm focuses on individuals and families with high-income, significant investment asset, and high-net-worth situations, with tax work framed as part of a broader financial picture.

The practice describes its approach as integrated tax planning and preparation, with an emphasis on identifying planning opportunities rather than only preparing returns. PJF Tax was founded in 2010 with a stated dedication to staying small, and clients may work directly with the owners.

PJF Tax currently notes that it is no longer accepting new tax-only clients and is shifting tax services toward Phillip James Financial wealth management clients.