Taxes

• 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.
• Estate Taxes
• Tax Services
  Elizabeth is a Bloomington native, dedicated community volunteer, and the founder of Personal Financial Services. She has more than 20 years of experience as an accountant and is an IRS Enrolled Agent — a federal designation she requires every preparer on the Tax Services team to meet as well. Elizabeth loves running her business by example: as a single mom, she encourages a healthy work-life balance among the staff; as a business owner, she makes her own company flexible with and accessible to others; and as a community steward, she’s committed to making her business inclusive of those with unique needs. With a strong team behind her, Elizabeth and Personal Financial Services are on a mission to make it possible for both her clients and her staff to improve their financial quality of life and reach their goals.
• Income Tax

Accounting

• Accounting Services
  Adrienne may have only worked with us since 2019, but she brings more than 20 years of business finance experience to the office. Whether it’s creating multi-million dollar budgets, maintaining business records, or pulling together a client’s data to get a picture of their life through numbers, we love Adrienne because of her industriousness and creativity.
• Payroll Services
  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.
• Bookkeeping Services

Planning

• Financial Planning