Phoenix Financial Group Reviews 37

TrustScore 4.5 out of 5

4.7

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See what reviewers are saying

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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... See more

Rated 4 out of 5 stars

The IRS kept transferring me around and I never seemed to get anywhere, meanwhile the penalties and interest kept accruing....My PFG tax team got a hold of my IRS representative and finally got everyt... See more

Rated 5 out of 5 stars

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 wou... See more

Company details

  1. Tax advisor
  2. Financial advisor

Information provided by various external sources

Phoenix Financial Group is a tax resolution company located in Broomfield, Colorado. They help clients with both business and personal tax debts. Every client is assigned to a licensed tax professional either an Attorney or an Enrolled Agent. Phoenix Financial Group has an extensive reference list of satisfied customers. Our tax professionals work with clients to protect their assets, income and bank accounts from IRS enforcement action while saving them money on IRS penalties.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

37 reviews

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Rated 5 out of 5 stars

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!

2 December 2025
Unprompted review
Rated 5 out of 5 stars

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.

29 October 2025
Unprompted review
Rated 5 out of 5 stars

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!!

17 September 2023
Unprompted review
Rated 5 out of 5 stars

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

8 September 2024
Unprompted review
Rated 5 out of 5 stars

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.

8 February 2021
Unprompted review
Rated 5 out of 5 stars

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.

4 August 2020
Unprompted review
Rated 5 out of 5 stars

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.

11 June 2020
Unprompted review
Rated 5 out of 5 stars

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!

9 June 2020
Unprompted review
Rated 5 out of 5 stars

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.

2 April 2020
Unprompted review
Rated 5 out of 5 stars

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.

18 September 2019
Unprompted review

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