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Personalized Accounting and Bookkeeping Logo

Personalized Accounting and Bookkeeping

📍 
2334 N. Mt. Juliet Road, Mount Juliet, TN 37122
mountjuliettaxes.com
✅ LocalCity Market Trusted Business

Personalized Bookkeeping and Tax Services, established in September 1989 by Donna Kalinowski Blackwell, is a trusted local business in Mt. Juliet, Tennessee. Their mission is to help individuals and business owners stay organized and on track to achieve their goals. They view their relationships with clients as partnerships and strive for excellence in their service. The company has been recognized as the Best Accountant in the "Best of Mt. Juliet" for six consecutive years.

Donna Kalinowski Blackwell, the founder of Personalized Bookkeeping and Tax Services, is an Enrolled Agent (EA) and Certified Acceptance Agent. She has extensive experience in various financial roles and holds a Bachelor of Administration degree. In 2015, she became an IRS Enrolled Agent, the highest credential awarded by the IRS. She is also a Certified Acceptance Agent authorized to assist individuals in securing taxpayer identification numbers (ITIN).

The team at Personalized Bookkeeping and Tax Services includes dedicated professionals such as Julieta Flores, who focuses on serving the Latino market; Danica Dudinetz, who brings local business experience; Mandy Reilly, who has a background in finance; Summer Horton, an accounting enthusiast starting her career; and Milo the Maltese, the office dog who provides pet therapy.

With their knowledgeable accountants and tax preparers, Personalized Bookkeeping and Tax Services offers comprehensive services including tax preparation, bookkeeping, payroll assistance, ITIN processing, and more. They are committed to serving clients in Mt. Juliet and surrounding areas with personalized attention and expertise.