About Us

Jeff Berthelsen, Founder

Welcome! My name is Jeff, the founder of Paige Financial Services (PFS). Tax season can cause people stress. We can change that! Our slogan at PFS is: “The Three P’s”: Plan, Prepare, and make Progress. Building a strong foundation for your business is vital to success. That’s why tax planning is part of our service offering. It’s not just about filing your tax return on time- it’s about that return being correct, avoiding tax penalties, and taking advantage of all tax savings. Why? So your business can continue to grow and be set up for the best financial progress possible. Our services will enable you to look forward to the upcoming tax deadlines with confidence that you will be covered each step of the way.

Why work with us?

We pay attention to you and your financial matters.

When we onboard new clients, a common theme we hear is that they were not receiving the attention they needed from their former tax preparer. Paige Financial Services values every client— and takes the time to listen to concerns, answer questions, learn about your business, and assemble a quality tax return. We utilize many methods to keep in communication: phone, online-video meeting, email, text, client portals or in person.

Our Mission

Paige Financial Services will enhance our clients’ financial position through strategic tax planning, competent tax preparation, and innovative business advisory services.