Full 3
Expert Tax help…
every step of the way
Full 3
Full 1
Tax Planning
Year-End Projections
Multi-Point Tax Strategies
Estimated Payments
Full 1
Full 2
Tax Preparation
Personal, Business & Franchise Returns
State & Local Taxes
Amending Tax Returns
Full 2
Full 3
Make Progress
Company Setup
Business Plan Development
Salary Audits and Planning
Process Documentation
Full 3
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What is PFS?

Paige Financial Services provides comprehensive tax planning and tax preparation help for your personal and business needs.

At PFS, our slogan revolves around the Three Ps: planning, preparation, and progress. Moreover, these principles guide our approach to taxes, ensuring responsible management of your financial situation and long-term growth.

Consequently, with our expertise, you can face the upcoming tax season confidently, knowing we’ll support you at every stage, from strategizing to filing. Ultimately, we focus on maximizing savings, ensuring compliance, and delivering peace of mind.

Pay Less
Save Time
Feel at Ease
Be Prepared

How do we help?

Yes, we offer tax preparation help, but that’s not all! In addition, Paige Financial Services will partner with you—our client—to deliver solid tax planning, accurate tax returns, and purposeful business advising in order to strengthen your overall financial position.

Our Services

Tax Planning

Year-End Projections Multi-Point Tax Strategies Estimated Payments

Tax Preparation

Personal, Business & Franchise Returns State & Local Taxes Amending Tax Returns

Make Progress

Company Setup Business Plan Development Salary Audits and Planning Process Documentation

Tax Representation

Provide Information & Explanations On Your Behalf

Do you have any question?
Feel free to contact us anytime.

Get Expert Help

Planning + Preparation + Progress

Paige Financial takes a hands-on approach to working with our clients.
There are 3 distinct phases, and they all add value:

Phase 1: Tax Planning

Tax planning his is a vital part because by taking information about our clients, knowledge of the tax code, and using technology and hard work, Paige Financial Services produces a tax efficient plan that helps our clients pay the lowest amount of taxes possible.

Our goal in tax planning is to fight hard and within the law to reduce our clients’ tax liability and maximizing their available capital for other areas.

Phase 2: Tax Preparation

Tax preparation on its own is fairly straightforward – if you’re only putting numbers in a return – and that’s what many firms do.  But there is much more to accurate tax return preparation than putting numbers on a schedule.  Paige Financial Services does more than that though.  By partnering with our clients’ and understanding where the numbers came from, we can combine that with our tax planning phase to minimize taxable income.

We also take great care in our clients’ information.  This includes having a bank level safe portal that keeps documents and our clients’ information safe.

Phase 3: Progress

Sometimes it is hard to see the forest for the trees.  Leveraging our years and years of experience working with clients to improve their organizations, Paige Financial Services offers a suite of business advisory services, including business planning, salary audits, process documentation among others.  Our goal is to “fix what hurts” for our clients.  By giving business owners the tools to work on their business, we help them achieve progress.

Paige Financials Services delivers value to our clients via our business advisory services, allowing them to achieve their goals, and ultimately gives them a clear competitive advantage over their competition.

Our Reviews

Mark T.

Business Owner, Oil and Gas

“One of the best experiences we have had in any of our businesses is getting a chance to work with Jeff and his team.  All are wonderful, crazy helpful folks.”

Sonya J.

Business Owner, Heavy Hauling & Factory Instrumentation

“Paige Financial has been a life saver in preparing taxes for multiple companies that I own, as well as my personal taxes. I have used them for 3 years and have always been satisfied with their level of professionalism and customer service. They answer all my questions in a timely matter and make me feel very comfortable in signing my name on the dotted line when it is time to file my taxes. You will not be disappointed if you choose Paige Financial to handle your tax preparation needs.”

Angelica L

Business Owner, Metal Fabrication & Equipment Rental

“PFS has done exceptional work on my tax preparation. Their team is always readily available when needed & treat my taxes as their own. I would definitely highly recommend them to anyone in need of tax work, and they offer other assistance services as well. Fast responses, quick turn around, and it’s done right the first time!”

Brenda M.

Business Owner, Transportation Industry

“Jeff and his team have made tax season so easy for us. They make sure to get everything done for our company as well as our personal taxes. The bare minimum is required from me for them to accomplish what has to be done in a timely manner without issues. I highly recommend Jeff to anyone in need of help professionally.”