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At Premier Financial Solutions, we Raise the Standard...

We want to help you discover the difference we make to our clients. Here , are just a few of the things that set us apart from our competition.

  • We are qualified professionals
  • We offer competitive prices for high quality services
  • We take pride in the value we offer, the great staff we provide, and the careful attention we pay to you, our clients.

About

At Premier Financial Solutions, or PFS, as we like to call it, we believe in family first. We also believe in the value of relationships, and in building lasting partnerships with the clients we serve in our community. We work collaboratively with our clients to achieve their goals, helping them to navigate the complexities of today’s regulatory and accounting world so that they and/ or their businesses and organizations thrive and grow.

Our Core Values, Vision, and Mission statement reflect this.

Core Values

Family

Integrity

Dedication

Community

Vision Statement

To be the Premier provider of Financial Solutions for our community.

Mission Statement

Our mission is to provide professional, reliable, and trusted financial services that assist individuals, households, small businesses, and not-for-profit organizations in their needs related to accounting, payroll, and tax returns.

How do we achieve that? By getting to know you, earning your trust and being there for you every step of the way. We think long term and you should too! We want you to think of us every time you have a question regarding your current situation and your future. We know that every financial decision you make affects the rest of your life.

Professionalism

Our professional team brings years of advanced training, technical experience, and financial acumen to this collaboration, along with a commitment to providing personal service at the highest level.

We provide outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Responsiveness

Individuals and businesses who choose PFS rely on competent advice and fast, accurate personnel. We provide total financial services to individuals,  households, small businesses, and not for profit organizations.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Quality

Premier Financial Solutions is known for the quality of its service. Our reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Code of Ethics

Each member of PFS shall conduct themselves according to the highest standard by:

  • Obeying all laws governing the practice of tax preparation as regulated by the legislative bodies of the member’s state and the federal government.
  • Maintaining the highest standards of honesty, integrity and confidentiality in all relationships with clients, keeping as the utmost concerns the client’s best interest.
  • Treating statutory educational requirements as the minimum, while maintaining current knowledge in all areas of practice.
  • Extending professional courtesies to all colleagues in the tax preparation field while maintaining respect for a colleague’s practice and area of specialty.
  • Working to further the goals of the National Association of Tax Consultants by setting the example for professional standards and working to improve education throughout the tax profession.
  • Treating every client, as a VIP, with professional courtesy and respect.

Our high service quality and satisfied clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us today to discover how we can fulfill your personal or business needs.

Services

Services You Rely On

We offer a broad range of services to help clients secure a sound financial future.

Support You Deserve

Every one of our clients is a VIP! We provide support through professionalism, responsiveness & quality.

Security You Can Trust

Your data is safe with us. Our Client Portal protects you with 14 full layers of security.

We think you’ll appreciate our variety!

We offer a lot of personal and special services, which help make us different than our competition. We can’t list them all – but here are a few of the super services we have: Accounting / Bookkeeping Services, Payroll Services, and Tax Preparation Services.

Accounting/ Bookkeeping

Accurate and timely bookkeeping and maintenance of various day to day accounting books in order to record financial transactions such as sales, purchases, income and payments is essential in running a business. Our Virtual Bookkeeping Service will take care of your books for you, so you can get back to the job of running your business and generating profits! 

Payroll

It is a struggle for small businesses to constantly deal with payroll. As part of our payroll services, PFS will help you manage that effort and make it easy to get a consistent payroll system in place. We have partnered with Intuit® Online Payroll for Accounting Professionals, connecting your business to one of the biggest payroll providers and great pricing. This will give you one less thing to think about and allow you to focus on growing your business.

Tax Preparation

We are licensed in ALL States. We are affordable, experienced, and friendly. No matter where you live, we will assist with the preparation of all your individual tax service needs from a basic 1040 to complex business returns. Preparing your own tax return can leave you with more questions than answers. Bring your taxes to PFS! We can e-file your return so you get your maximum refund, faster! Get up to $1200 in advance!

Additional services

In additional to accounting/ bookkeeping, payroll and tax preparation services, we offer the following:

  • Notary Public
  • Contract/ Documentation Drafting
  • Educational Seminars
  • Small Business Consulting
  • State Tax Returns (50 States)
  • Amended Tax Returns (2 years prior)

Something very dear to our hearts is to provide Free Financial Education to our community. Excellent professionals in our community donate their time and expertise. Request to join our mailing list so you can receive information about upcoming community events!

 

Contact Us

Schedule an appointment today!

To make an appointment, just fill out the form below. In your message, be sure to include:

  • Best days and times to contact you
  • Phone number where we can reach you

You can also call us to schedule an appointment!

757 – 785 – 4TAX (4829)

We look forward to hearing from you soon!