Your Trusted Tax and Accounting Partner in Northwest Indiana

Petri Financial empowers individuals and businesses with clear guidance, reliable service, and year-round support so you can make confident financial decisions with a team that truly understands your goals.

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(219) 369-6341

Our Story

Petri Financial Services was founded in LaPorte, Indiana with a simple mission: to provide reliable, affordable, and professional accounting services to individuals and small businesses in our community.

For more than thirty years, we’ve helped clients across Northwest Indiana navigate tax preparation, business compliance, and financial planning with confidence.

Our background in accounting and hands-on experience with local businesses gives us a practical understanding of the challenges people face every day. Instead of one-size-fits-all solutions, we offer real guidance and financial clarity you can count on.

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9/10

Clients Referred

Friends & Family

30+

Years Serving Local

Community Members

1,000+

Happy Customers Across

Northwest Indiana

How We Deliver Personalized Accounting & Tax Solutions That Work

At Petri Financial Services, we understand that individuals and small businesses in Northwest Indiana don’t need cookie-cutter tax or accounting services, they need solutions that are flexible, personalized, and tailored to fit their needs. That’s why our approach is designed around the unique needs of your finances, business, and goals.

We Get to Know Your Situation

Every solution starts with a conversation. We take time to understand your goals, income sources, and existing records so we can recommend what’s right, not just what’s standard.

We Tailor the Right Fit

From tax preparation and planning to business consulting, our services are customized to support your specific situation, entity type, and long-term strategy.

We Make Setup Simple

Getting started doesn’t have to be stressful. We handle the paperwork, onboarding, and transitions from prior providers so everything runs smoothly from day one.

We’re Here When You Need Us

Our local team offers ongoing, hands-on support. No call centers, no ticket systems, just real people who know your name and understand your financial picture.

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

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