Welcome to Personal Financial Services Bloomington!
With more than ten years of experience working with a variety of people in varying stages of life, we pride ourselves on being able to provide you with quality service. If we are unable to help you with a particular situation, we will provide you with referrals for Professionals that can well handle your situation. We offer you a no obligation, free consultation so we can understand your needs and you can understand our services. This will help you determine if our services can meet your needs.
The staff at Personal Financial Services believes it is important to be available year round for continued contact and tax planning. We strongly encourage our clients to contact us to review their situation when they experience a life changing event, a sudden change in their financial position or for an annual planning review. By working closely with several organizations and financial advisors in town, we are able to provide the best quality service to meet your needs.
For our elderly and disabled clients, we will provide door to door service if you are unable to make it to our office. We will graciously work with you or your authorized representative to accurately prepare your return with as little stress to you as possible. We also complete returns for our long distance clients who are out of state or even out of the country.