Tax Planning and Preparation Services

PBI has provided tax planning and preparation services for about 30 years. We pride ourselves on our integrity, experience, and the personal relationships we have with each client. Annually we prepare more than 800 tax returns for individuals and small businesses. Upon meeting with one of our tax professionals, you will:

• Be personally interviewed to help us find all possible tax deductions
• Review prior year’s tax return in detail

Value-added Client Services:

At PBI, we are proud of the many value-added services we offer to every client who walks through the door. With each of our products comes a number of customer-friendly services which allow us to help you ensure that all of your needs are met.

• Free Electronic Filing for State/Federal Returns
• Free Direct-Deposit of State/Federal Refunds
• Employer-Sponsored Group Discount
• Refer-A-Friend Bonus Program