Schedule an Appointment With Us

Whether you’re a new or returning client, our team is here to provide tailored tax and accounting support. Schedule a time that works for you, and get the focused, one-on-one guidance you need from professionals who understand your financial goals.

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.

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