PJS Services, LLC is a fee-based financial services firm that serves small and medium-sized business owners and works with clients as a fiduciary. Its approach brings tax planning, financial planning, wealth management, and risk management together to help clients work toward financial independence and build and preserve a meaningful legacy. The firm begins with a tax assessment to identify opportunities to reduce taxes, then develops customized strategies based on each client’s goals and financial circumstances.

Its tax services include tax filing, accounting and bookkeeping, and strategic tax planning, with an emphasis on proactively managing tax burdens and supporting business profitability. Wealth management and financial planning offerings include tax-efficient investing, comprehensive financial planning, and estate planning. PJS Services also helps business owners evaluate retirement savings plans for themselves and their employees, and its broader planning may address cash flow, insurance, and education needs.

After putting a strategy in place, the firm acts as a coach and accountability partner to support clients in carrying it out