​Welcome to PT Financial Management. A one-stop location to handle all your financial needs.
 

Welcome to PT Financial Management Inc. Here business owners and individuals alike can use our services for all your financial needs from taxes and bookkeeping to estate planning. We also provide advisory and consulting services for startups, established businesses, and individuals.

Any credentialed or certified individual in each field can do your taxes, or bookkeeping, or business start up, or advise on investments. But it takes someone with knowledge and experience in each of these fields to come up with strategies and plans to grow your business and wealth. We use our combined knowledge and experience in the fields of business, accounting, tax, and investments to provide a one stop shop for businesses and individuals alike to not only provide each of these services but also use them to establish a plan to manage and grow wealth. We want to help you ensure that every penny is maximized to its full benefit for your future.

Phillip is currently working towards his Certified Financial Planner (CFP) designation. Theresa is an Enrolled Agent (EA)--a designation granted by the Internal Revenue Service.

Services
  • ​Tax

  • Payroll

  • Advisory

  • Wills & Trusts

  • Bookkeeping

  • Cash Management

News

April  17, 2018

Tax Day has arrived. We got 2 extra days to file 2017 tax returns because the 15th fell on a weekend and Emancipation day on Monday the 16, 2018 in D.C.

Publications

April 17, 2018

Tax Day 2018 Specials, Freebies,& Deals anyone can take advantage of. 

© 2023 by FinancialServices. Proudly created with  Wix.com

  • s-facebook
  • s-linkedin