Personal Financial Services Prepares:
- Individual Returns
- Trust and Estate Returns
- Partnership Returns
- S-Corp Returns
- Payroll Returns
Elizabeth Ruh is an Enrolled Agent with the IRS. The IRS has been in the news regularly regarding many topics. One of the more recent issues has been how to deal with paid tax return professionals and how to monitor them. For years, the IRS has readily recognized three types of practitioners: Enrolled Agents (EA), CPA’s and Attorney’s. Of these three designations, an Enrolled Agent is the only one federally recognized. EA status requires you to successfully complete a competency exam in order to earn the designation. After passing the three part exam, an EA is required to maintain 72 hours of continuing education every three years.
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.
Our fees are based on each individual and unique situation. It is difficult to determine what is involved in your tax return until we are able to provide you a free consultation and fully understand your situation. Personal Financial Services accepts multiple forms of payment methods including checks, cash and debit or credit cards. For a small additional charge, your fee can also be withheld from your refund. Please contact us at 812 822 2119 for additional questions.
Where’s my Refund?