Expert Tax Preparation for Every Stage of Your Financial Life

At PIM Tax Services, we provide professional tax preparation and planning for individuals, military and veteran families, small-business owners, and real estate investors.

Our experience extends beyond preparing federal and state tax returns. We help clients navigate complex tax situations involving military residency, multistate taxation, business ownership, rental properties, retirement income, and other important financial decisions.

Whether you need reliable annual tax preparation or more proactive planning and year-round guidance, PIM offers different levels of service designed to meet your needs.

Individual & Family Taxes

Professional preparation of federal and state individual income tax returns, including complex situations involving military residency, retirement income, investments, and multiple states.

We understand the tax circumstances of military and veteran families, including frequent relocations, military spouse residency rules, and military retirement benefits.

Small Business Taxes

Business ownership creates tax obligations that go beyond an individual income tax return. PIM prepares returns for sole proprietors, partnerships, and S corporations.

We help business owners navigate income reporting, deductible expenses, depreciation, pass-through taxation, home office deductions, and other business tax considerations.

Real Estate Investor Taxes

Real estate investments bring tax opportunities and complications that require specialized knowledge. PIM prepares returns for rental property owners and real estate investors.

We help clients navigate rental income and expenses, depreciation, passive activity limitations, property sales, and other tax considerations associated with real estate ownership.

Representation & Resolution

IRS and state tax notices can be confusing and stressful. PIM helps existing tax preparation clients understand notices, respond to inquiries, and address tax account problems.

Our enrolled agent expertise allows us to represent eligible clients and assist with notices, audits, and other state and federal tax matters within the scope of our services.

Choose Your Level of Tax Service

Every PIM client receives professional tax preparation. Our service levels allow you to choose the amount of planning, guidance, and ongoing support that best fits your needs.

From traditional annual tax preparation to proactive tax planning and year-round assistance, PIM offers three options: KEEL, COMPASS, and NAVIGATOR.

KEEL

Professional Tax Preparation

Professional preparation of federal and state income tax returns, with additional services available as needed. Our traditional, à la carte service for clients who value accurate, dependable, and professionally prepared annual tax returns.

Pricing: À la carte, based on your tax return’s complexity.

COMPASS

Proactive Tax Planning

Annual tax planning, IRS transcript monitoring, withholding reviews, and additional professional support. Designed for clients who want year-round proactive guidance.

$1,800 annually

Tax preparation fees are additional

NAVIGATOR

Comprehensive Tax Guidance

Our most comprehensive tax service, combining individual tax preparation, expanded planning, representation, and year-round support for clients with more complex needs.

$4,800 annually

Individual tax preparation included

Why Choose PIM Tax Services?

Since 2015, PIM Tax Services has helped individuals and families navigate federal and state income taxes, with particular expertise serving military members, veterans, and their families.

Our team combines professional tax preparation, specialized knowledge of military and multistate tax issues, and a secure online client experience that makes working with us convenient wherever you live.

We believe good tax preparation involves more than entering numbers into software. It requires asking the right questions, understanding your circumstances, and applying professional judgment to help you meet your tax obligations while identifying opportunities for better financial decisions.

Ready to get started?

Whether you need annual tax preparation or more comprehensive tax planning, we’ll help you identify the right service for your situation.