Financial Services Built for Northwest Indiana

Tax services and business consulting don’t have to be complicated. At Petri Financial, we simplify it with straightforward bookkeeping, tax returns, and consulting tailored to individuals and small businesses in Northwest Indiana. Let us handle the details so you can focus on driving growth and long-term success.

Schedule an Appointment
(219) 369-6341

9/10

Clients Referred

Friends & Family

30+

Years Serving Local

Community Members

1,000+

Happy Customers Across

Northwest Indiana

Who Are We?

With over 30 years of experience, we provide expert tax, accounting, and consulting for individuals and small businesses across La Porte County, Michigan City, Valparaiso, and surrounding communities. Our deep local roots and commitment to hands-on service make us the trusted choice for those looking for affordable financial services.

  • Technology-Driven Support

    Using advanced, secure tools to provide efficient virtual service and a smooth client experience.

  • Tailored Solutions for Individuals & Small Businesses

    Customized services designed to meet the unique needs and challenges of small businesses.

  • Seamless Onboarding Process

    A smooth and hassle-free setup to get you started with minimal effort.

Financial consultant meeting with clients in the Petri Financial Services office

Our Services

Comprehensive bookkeeping, tax services, and consulting designed to simplify processes for individuals and small businesses.

Bookkeeping

Our bookkeeping services help your small business make smarter financial decisions, avoid costly error, and stay organized with accurate and up to date records.

  • Cloud-Based Accounting Software

  • Integrated Payroll & Bookkeeping

  • Professional Bookkeeping Services

Payroll specialist in La Porte Indiana reviewing employee pay rates and hours with client using Absolute Wages software

Individual Tax Services

Our individual tax services take the stress out of filing by ensuring your returns are accurate and timely. Our tax professionals are here for your specific needs.

  • Federal & State Tax Preparation

  • E-Filing for Faster Refunds

  • Personalized Tax Planning

Team member smiling at her desk inside Petri Financial Services

Business Tax Services

Our business tax services keep your company compliant while maximizing available deductions and credits, preparing your business for long-term growth.

  • Small Business Tax Preparation

  • Federal, State, & Local Compliance

  • Strategic Tax Planning & Advisory

Business Consulting

Whether you’re looking for business development or HR assistance, our consulting services provide the expert insight you need to overcome strategic management issues.

  • Strategic Business Planning

  • HR & Workforce Guidance

  • Growth & Profitability Consulting

Why Locals Choose Petri Financial

Reliable, cost-effective tax services and business consulting with personalized support and innovative technology.

Affordable and Transparent Pricing

Accurate Records, Every Time

Flexible Virtual Appointments

Year-Round Support

Maximized Tax Savings

All-in-One Solutions

Trusted by 100+ Clients

Hear from our satisfied clients about how our accounting services have simplified their work and personal lives.

“An amazing family owned business with friendly, knowledgeable and courteous staff. Always willing to go the extra mile to explain things over the phone in the sometimes confusing accounting world! The only people I trust with personal and business accounting needs!”

Patrick G.
Business Owner

“I have been using Petri Financial Services for my personal taxes for years, and I couldn’t be more satisfied. They are consistently reactive and sensitive to my changing needs and financial alterations, making the entire process smooth and stress-free.”

Mark C.
Individual Tax Services Client

Frequently Asked Questions

Need help? Here are answers to common questions we get from individuals and businesses like yours. Can’t find what you’re looking for? Contact us and our team will be happy to help.

Petri Financial offers bookkeeping, individual and business tax services, and business consulting.

Yes. Petri Financial offers fully virtual appointments for your convenience. Whether you’re local or out of state, you can meet with us remotely to review your taxes or business needs, all with the same level of service and support.

Unlike national providers, Petri Financial offers personalized service and local support. You’ll work directly with a dedicated representative who understands your unique tax needs. Just reliable, responsive service when you need it.

Getting started is easy! Contact us to schedule an appointment, and we’ll review your needs, collect the right information, and walk you through each step.

Yes. We provide full-service support to keep your financials organized and your payroll running smoothly, in partnership with Absolute Wages. We can streamline everything in one place for you or your business.

Petri Financial offers ongoing support throughout the year, so whether you need help with tax planning, bookkeeping questions, or business guidance, you can schedule an appointment whenever you need it.

Expert Accounting Services in Northwest Indiana and Southwest Michigan

Petri Financial is your go-to partner for all things accounting and consulting. We provide a full range of services, including bookkeeping, individual tax services, business tax services, and consulting. With a focus on individuals and small businesses in Northwest Indiana and Southwest Michigan, our team delivers personalized service and expert support to help you improve profitability and reduce stress.

Schedule an Appointment
(219) 369-6341