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Phoenix Financial Group

4.135 reviews
Last reviewed: Feb 14, 2026

Do you agree with Phoenix Financial Group's TrustScore? Voice your opinion today and hear what 37 customers have already said.

pfgtax.comMember since Mar 2026

Phoenix Financial Group is an online company. Based on 35 reviews on TrustPlane, it has an average rating of 4.1 out of 5 stars. Last reviewed February 14, 2026.

Customer Reviews

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35 reviews

I enjoyed the efficiency and enthusiasm…

I enjoyed the efficiency and enthusiasm while getting a great job done as proposed. Thank you, Rick Clark

Rick Clark
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The care that April and the team from…

The care that April and the team from Phoenix took to handle my situation was above what one could expect. From the rapid response to the accuracy of the task. I will forever be grateful.

rocco sammartino
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These people are great

These people are great. My rep was Dominick and he really went to bat for me, and communicated throughout the process.They know all the in and outs. When I went to them I was paying $1000 per month to the IRS. I got it down to $700.00.....They got it down to $75. I'm in my 60's. I can't tell you how much that helped.I would recommend them highly!

James DeRosa
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PFG is the best

PFG is the best! I have used them more than once with tax issues. They are very efficient, professional & compassionate. Carla & Bao go the extra mile to make sure everything is taken care of. I would highly recommend them for anyone seeking help with tax issues.

Staci Scarberry
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My experience has been wonderful

My experience has been wonderful. Jetta Petersonhas gone above and beyond to help me and mycompany with tax issues.

Sue F.
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I have used PFG for a couple of tax…

I have used PFG for a couple of tax issues. I will continue to use them. Great people and good processes to keep you tax issue on track.

Valued Customer
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Matt Gaines and his team were very professional to work with.…

Matt Gaines and his team were a pleasure to do business with. I came with an IRS refund problem and they did everything and more than we agreed to. I would gladly recommend them to my friends if they require the services provided by Phoenix Financial Group.

Jack Lacy
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Phoenix Financial Group is by far the…

Phoenix Financial Group is by far the best! Working with Bao and the team was extremely efficient, thorough and professional. I cannot emphasize enough how great and helpful the company and team are. I HIGHLY recommend them!

Winston Mckinney
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customer service

The customer service is exceptional

Sandy
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Great customer service

Phoenix Financial Group has been so very helpful. I have worked with them for years and have always found them to be supportive.

Christa Jones
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They’re always helpful polite

They’re always helpful polite

Tony Rahmanovic
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Thank you, Mitchell Jaeggi and Pheonix Financial

Pheonix was with me during the most stressful time of my career! A very special thanks to Mitchell Jaeggi for his calming guidance through everything! He calmly explained the process and assured me as we got my tax situation completely solved! Don’t hesitate to use Mitchell or Phoenix Financial for your tax advice!!

Kevin Bishop
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Best tax related protection

PFG has always made sure that i am taken care of and protected in all aspects of my taxes. Courteous and resourceful, I feel secure with them taking care of my personal financials. They have always gotten back to me in a timely fashion. I am happy they have My back

Joseph keough
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Lying POS company

Lying POS company

Wayne G Kennedy
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professional

A friendly, reliable and excellent service from Lloyd at Phoenix Financial Solutions. Fantastic from the start! Very knowledgeable and nothing was too much trouble! Very quick and proficient service. Very happy customer.

Ryszard Ochab
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Can I give 6 stars?!

Robert Moody of Pheonix Financial has helped me with two separate issues and is kind, courteous, and professional. I would recommend him to anyone.He and his assistant "held my hand" and helped me get a payment plan that I could afford and then when I missed a deadline of filing w-2s that my payroll company was supposed to have filed, he helped me get the civil penalty abated.

Connie Compton
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My experience with PFG

I have been working with Mitch Jaeggi for some time now. He is great--keeps me totally informed and, believe me, we have some tax problems!! I enjoy working with Mitch and feel confident that the outcome will save considerable time and money.

Barbara Evans
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Problem Solved

I was behind on both payroll and personal taxes to the point I though it was an unsolvable situation. I called Josh Dudas at Phoenix Financial Group and he was able to stop all collection processes and work out a payment arrangement that I could afford and saved me a ton of money. I am now current and in good standing with the IRS thanks to Josh and the Phoenix Financial Group. They did an outstanding job!

Tom W.
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It's beyond stressful when you run…

It's beyond stressful when you run afoul of the IRS. I cannot emphasize enough what a great company this is to work with. In particular, Daniel is knowledgeable, calm, and goes way above and beyond to make sure you get the very best assistance you could hope for. He works on your account like it was his own. The communication is fantastic, I don't think there was more than once or twice that he personally did not pick up the phone when I called. I really don't think you could find a better company to assist you.

Mona
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Phoenix Financial Group saves the day

My employer didn't take out the correct amount of taxes from my last check and I was met with a massive tax bill. After calling Phoenix Financial Group, they were able to settle my case with the IRS and figure all this out for me. I am so grateful to them and all of their hard work.

Peter Hill
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Cite this page

According to TrustPlane, Phoenix Financial Group has a 4.1/5 rating based on 35 verified reviews as of April 2026. Source: trustplane.app/company/pfgtax-com