Our Services

Our team of experienced tax pros have been saving our clients time and maximizing their tax savings for 20 years. Whether you want to plan for the next tax season or need to catch up on filing for years past, we’re ready to dive into the paperwork and help you get organized. 

Schedule an Appointment

Accounting Services for

Small Businesses & Individuals

When it comes to running a business or building a career, you’re a pro. But taxes?

They aren’t your strong suit. Personal Financial Services is here to help. 

Tax Preparation

Rest easy knowing that your tax returns were prepared and filed correctly to maximize your savings. Our tax office is a judgement-free zone perfect for those seeking:

    • Individual tax returns
    • Trust and estate tax returns
    • Partnership tax returns
    • S-Corp tax returns
    • Payroll tax returns

Tax Planning

Whether you’re paying off debt, planning for retirement, or running a small business, our tax planning service can help you get there. Together, we’ll strategize to make sure your money is working smarter so you can reach your goals sooner.

Payroll

Your employees take care of you, and now it’s your turn to take care of them. Using our payroll service, you’ll know that everyone — including you! — is getting paid on time while meeting compliance requirements.

Compassionate Fiduciary Services

It takes strength to become a loved one’s caregiver, and even more strength to ask for help when the responsibilities are too much to handle on your own. Let Personal Financial Services assist — our experienced team of warmhearted financial professionals is ready to help you navigate this stressful time so you can focus on caring for your family.

Tax Packages and A La Carte Services

Get expert, judgment-free financial assistance all year long for a consistent monthly fee, or just pay for the tax prep or planning help that you need, when you need it.

What Our Clients Have to Say

“Thank you, Elizabeth! As always you are incredible! All sounds great – thanks for the guidance on what might be owed this year – much appreciated. Thank you for the great help in preparing my taxes – very grateful!”


Ciaran Byrne

“I have no time and no desire to do my taxes. That’s why I love working with Elizabeth. All I’m doing is collecting the information, organizing it throughout the year, and when tax season comes I upload all of the necessary documents for Elizabeth’s team to review. I really appreciate how stress-free she makes it.”


Joel Schneider

“I’ve never felt judged by Elizabeth. As a tax client, there have been times when I needed extra guidance and time, and they’re always accommodating and flexible. Elizabeth has so much empathy and understands what people are going through.”


Michelle Izzo White

Frequently Asked Questions

Have a question? We’ve got answers!

Tell me more about your Tax Packages.

The Tax Packages are a monthly subscription for clients who want ongoing financial support. Our individual and retiree tax packages are ideal for those who have big investments, want multiple strategy sessions each year, or want a high-touch level of service. Our business tax packages are ideal for entrepreneurs who want a strategic partner to help maximize their profits.

We offer three tiers of service: Basic, Pro, and Elite. Individual Basic starts at $75/month, Individual Pro starts at $200/month, and Individual Elite starts at $400/month. Retiree Basic starts at $100/month, Retiree Pro starts at $250/month, and Retiree Elite starts at $500/month. Business Basic starts at $200/month, Business Pro starts at $500/month, and Business Elite starts at $1,000/month. Each tier can be further customized to match your needs, and also benefits from a reduced hourly rate for one-off phone calls and meetings. Please inquire here to get more information.

How long will it take to get my return done?

This is our most frequently asked question, and it’s nearly impossible to give an answer. Our timeline depends on a lot of factors, including the time of year we start working together, how quickly you provide your documents, and how responsive you are to questions. Our admins cannot send your file to a preparer until all of the information we need is turned in and all of their questions have been answered. We promise that we’re working as fast as we can, on a first-in-first-out basis.

How much do your tax services cost?

Unfortunately, this answer isn’t straightforward. Not only does the IRS prevent us from posting our pricing publicly, but it also varies depending on the complexity of your return, the forms involved, how many returns you need, and if you have any special circumstances. We can say that our hourly rate for tax advice is $250 per hour. To get a price quote for tax preparation or planning that’s custom to you, please contact us.

I’m not based in Bloomington. Is that a problem?

Absolutely not. Most of our tax clients are based in Monroe County, but we’ve worked with people all across the world.

How do I check on the status of my return preparation?

Don’t worry about checking on updates; we will keep you updated as your tax return moves through the preparation process. Our team works incredibly hard (especially during our busiest time of year, February – April) to get your returns completed quickly. So, while we understand that this process can be stressful, please resist the urge to email asking when your return will be done, as the time spent answering these questions takes us away from getting your return done.

I’m behind on my taxes, and embarrassed about it. Will you still help me?

Yes! Our job is to help you get financially secure, not to pass judgment, so please don’t be embarrassed. Reach out and let’s get you the help you need.

Can I electronically sign my return?

Yes! Sign up to use our app/webpage Liscio, and you can sign your tax returns electronically, get automatic reminders for deadlines, and securely submit your documents. 

Reach Us

Visit Us
1612 S Liberty Drive, Suite B
Bloomington, IN 47403

Call or Text Us: (812) 822-2119
Fax Us: (866) 850-6672

Mail to Personal Financial Services, LLC
PO Box 407
Clear Creek, IN 47426

Email Us
office@personalfinancialservices.net