Strategic Tax Services
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.
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.
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 Preparation
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.
Tax Planning
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.
Payroll
In-Depth Strategy Session
Our in-depth tax strategy sessions go beyond the basics of a quick tax season check-in to look at the bigger picture of your financial life. Together, we’ll review your completed return and explore how upcoming tax law changes, retirement planning, charitable giving, or major life events could affect your future. This is a personalized deep dive into your specific situation with practical recommendations you can put into action right away.
An in-depth tax strategy session is a great fit if you want to:
Understand the long-term effects of current tax law changes
Explore strategies for retirement income, Roth conversions, or estate planning
Evaluate the tax impact of big financial decisions before you make them
Walk away with a clear plan — not just a filed return
Subscription clients will receive a discounted rate for this add-on service.
How to Work With Us
Monthly Tax Packages
Get expert, judgment-free financial assistance all year long, broken down into a consistent monthly fee. Available in three subscription tiers, with all including:
Preparation of 1 federal and 1 state tax return
Annual check-in with estimated payment recommendations and tax planning
Varying levels of email and/or Liscio support
Package customization is also available. Please contact us for more information.
A La Carte Services
Only pay for the tax prep or planning help that you need, when you need it. Our a la carte tax services include:
Individual tax returns
Trust and estate tax returns
Partnership tax returns
S-Corp tax returns
Tax planning and financial strategy
Lifetime Retirement Distribution Planning
What Clients are Saying
“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
“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 judgment 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.
About Our Clients
Personal Financial Services does things differently, and our clients do, too.
They value family and the time it takes to do a job right the first time, love to shop small, and eagerly lift up women-run businesses. They know that hiring a small business to do their taxes will cost more and take longer than TurboTax, and they’re cool with that because they want to change the toxic work cultures of yesteryear.
Sound like you? Let’s connect.
Have a Question?
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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.
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Absolutely not. Most of our tax clients are based in Monroe County, but we’ve worked with people all across the world.
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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.
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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.
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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.
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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.
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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 our admin team for a free, 30-minute meet and greet to make sure we’re a good fit.
We’re ready to dive into your tax questions anytime, at our normal hourly rate.