Trusted Tax and Accounting Services for Individuals & Businesses

Petri Financial provides reliable bookkeeping, expert tax preparation, and practical business consulting for clients throughout Northwest Indiana. Whether you’re filing your personal return, managing business finances, or planning for growth, our team offers solutions backed by real experience and local care.

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

Bookkeeping

Quickbooks & Xero Certified

From tracking income and expenses to generating reports that help you make informed business decisions, our bookkeeping solutions are designed to keep Northwest Indiana businesses organized, accurate, and ready for growth. The following are included in our bookkeeping services:

  • Tracking and Reconciliation: Keep your finances organized with accurate income tracking, expense categorizing, and monthly bank and credit card reconciliation.
  • Invoicing and Bill Management: Simplify billing with help generating invoices, tracking receivables, and managing vendor payments for a smoother A/P and A/R process.

  • Tax Prep & CPA Coordination: Get timely financial statements and support coordinating with Petri Financial or your tax advisor to make quarterly and annual filings easier.

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

Individual Tax Services

From annual filing to proactive tax planning, our individual tax services are designed to help you stay organized, avoid surprises, and make confident financial decisions. We focus on clarity, accuracy, and year-round support so you can navigate your tax life with ease. The following are included in our individual tax services:

  • Tax Return Preparation: Accurate and timely preparation of your federal and state individual tax returns, ensuring your filing reflects all eligible deductions, credits, and reporting requirements.

  • Year-Round Tax Planning: Guidance throughout the year to help you prepare for life changes, adjust withholdings, estimate tax liability, and avoid unexpected tax bills.
  • Document Organization & Support: Help gathering and reviewing your tax documents, from W-2s to investment statements, so your return is accurate, and stress-free.

Business Tax Services

From annual filing to proactive tax planning, our business tax services are designed to keep your company compliant while helping you make informed financial decisions. We support businesses in-person and remote with clear guidance, accurate reporting, and year-round tax insight. The following are included in our business tax services:

  • Business Tax Return Preparation: Comprehensive preparation of federal and state business tax returns for entities such as LLCs, S-corps, and partnerships, ensuring accurate reporting and compliance with current tax laws.
  • Quarterly Estimated Tax Support: Assistance calculating and planning quarterly estimated payments to help your business avoid penalties and stay on top of cash flow needs throughout the year.
  • Tax Strategy & Guidance: Proactive tax insights to help you navigate deductions, elections, business structure considerations, and long-term planning opportunities that support your company’s goals.
Team member smiling at her desk inside Petri Financial Services

Business Consulting

From addressing immediate operational needs to shaping long-term strategy, our consulting services are designed to help your business grow with intention. With flexible support, we partner with businesses to deliver insight that drives smarter, more confident decisions. The following are included in our business consulting services:

  • Operational Guidance & Process Improvement: Support in streamlining workflows, improving day-to-day operations, and identifying opportunities to increase efficiency.
  • Financial Analysis & Decision Support: Clear explanations of financial data and budgeting recommendations to help you understand your numbers and plan for future growth.

  • Entity & Structural Considerations: Guidance on business structure choices, ownership changes, and long-term planning from a tax-focused accounting perspective to ensure your organization is positioned for success.

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