Strategic Tax Services
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. 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.
“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
Accounting Services for Small Businesses & Individuals
| 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:
|
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. |
“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
About Personal Financial Services
Personal Financial Services is not your typical accounting firm, and we like it that way. We’ve replaced judgement with empathy, old perspectives with creative problem solving, and cookie-cutter advice with strategies created especially for you. This is not your daddy’s accounting firm.
Have a Question?
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 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 $125 per hour. To get a price quote for tax preparation or planning that’s custom to you, please contact us.
How long will it take to get my return done?
This 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. If the stars align, it typically takes us a month to get 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 judgement, so please don’t be embarrassed. Reach out and let’s get you the help you need.
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.
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. If you would like to request an account, please contact us here.
Let’s Get To Work
Join us for a free, 30-minute meet and greet to ask your questions and make sure we’re a good fit.