Company

Are you STRESSED about your taxes?

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

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.

~ Jeff Berthelsen

MORE ABOUT OUR COMPANY

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 Statement

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

Supported by our values and promises to you:

To maintain integrity in our words and actions.

To preserve a family-like environment by developing relationships that make a difference with our employees, our clients, and within the communities we live.

To be reliable. If we say we will do something and set a deadline- we want to consistently and promptly do exactly that.

To be compassionate: We put you first by actively listening to you and your needs and communicating during the time we work with you.

To remain committed: We will remain current on emerging strategies and issues that matter to our clients and financial world.

To serve you: We are committed to providing you with the best products and services to help your business grow and succeed.

SCHEDULE A FREE CONSULTATION CALL SO WE CAN BEGIN TO ALLEVIATE YOUR WORRY ABOUT TAX FILING!

Our Team

Jeffrey Berthelsen

Founder

Travis Waller

Advisory Services

Emma Madawara

Admin. Assistant

Ghina Daher

E.A, Tax Manager

Carly Underwood

Tax Specialist

Why trust us?

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.

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.

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.

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

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

“Always plan your work and work your plan”
– Napoleon Hill

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

“By failing to prepare, you are preparing to fail”
– Benjamin Franklin

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

“A lack of focus leads to a lack of progress. Focus. Grind. Grow.”
– Anonymous”

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.