Services Designed Around Your Financial Life

PIM Tax Services offers more than tax preparation. We help individuals, military and veteran families, small-business owners, and real estate investors navigate important financial decisions through four complementary service lines.

From professional tax preparation and proactive planning to bookkeeping, financial coaching, and basic estate planning, our goal is to provide practical services that work together to support your financial well-being.

Explore our services below to learn how PIM can help.

Tax Preparation & Planning

Professional federal and state tax preparation for individuals, military and veteran families, small-business owners, and real estate investors.

Choose from traditional tax preparation or more comprehensive service levels that include proactive planning, IRS transcript monitoring, and year-round tax guidance.

Bookkeeping Services

PIM Books provides ongoing bookkeeping services for small-business owners and rental property investors who want accurate, organized financial records throughout the year.

By coordinating bookkeeping with tax preparation, we help reduce year-end adjustments, improve recordkeeping, and make tax season less stressful.

Financial Coaching

Our AFC®-credentialed financial counselors help individuals and families build stronger financial habits, manage debt, improve cash flow, and work toward important financial goals.

Through practical education, personalized guidance, and ongoing support, we help clients develop the knowledge and confidence to make informed financial decisions.

Basic Estate Planning Services

Planning for the future means protecting the people who matter most. PIM helps individuals and families organize their wishes and prepare for important financial and healthcare decisions.

Through our partnership with EncorEstate Plans, we facilitate the preparation of essential estate planning documents, including powers of attorney, wills, and revocable living trusts.