Who is Paige Financial Services?

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

  • –PFS can identify and employ tax strategies designed to lower your taxable income on many types of tax returns in all 50 states.
  • –We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
  • –PFS ensures businesses and individuals pay the lowest amount of taxes by continually looking for ways to minimize your taxes throughout the year–not just at the end of the year.
  • –At Paige Financial Services, we employ over 250 tax saving strategies to help reduce your tax bill.

Our Services

Tax Planning

Year-End Projections
Tax Strategy
Lower Your Tax Bill
Financial Plan Analysis

Tax Preparation

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

Business Advisory Services

Company Setup
Business Plan Development
Salary Audits & Planning
Process Documentation

Bookkeeping & Payroll

We have strategically partnered with Group 1826 to provide business-owners the most comprehensive business solutions.

''There's one for you, nineteen for me. 'Cause I'm the taxman, yeah, I'm the taxman'' --George Harrison

PFS Tax Service Experience

Over 20 years of experience

Experience DOES make a difference

Our decades of combined experience in tax preparation will work for you!  We can answer your questions, work with you to put together the best tax savings plan, and handle all of your tax preparation needs.

PFS Tax Software

Cutting-edge software

The latest Tax-Planning, Collaboration & Payment Software

PFS utilizes tax planning software designed to help you save money on taxes. Automated client requests for agreements, file requests, engagement letters, tax planning, questionnaires and more.

Our secure software is designed to safeguard confidential information. Encrypted end-to-end, your documentation will be secure.

PFS Professional Tax Team

Professional team

Taxes make people nervous. Let us help. The tax specialists at Paige Financial Services can take care of it for you!

Paige Financial has assembled a solid team that includes tenured tax professionals, successful business owners, and business consultants that understand how to build efficient processes to lead change in organizations, big and small.

Our Team

Jeff Berthelsen Paige Financial Services headshot
Jeffrey Berthelsen

Founder

Tammy Evans

Firm Administrator

Carly Underwood

Tax Specialist

Dyann Wythe Tax Specialist
Dyann Wythe

Tax Specialist

Tiffany Richmond

Co-Founder. CEO

Testimonials