PTI Financial
Tax Preparation - Bookkeeping - Payroll
Who we are
Thomas Richards
I started PTI Financial with a simple goal — to help individuals and businesses gain clarity and confidence in their finances. With over 20 years of experience in management, operations, and finance, I’ve seen firsthand how the right financial support can make a real difference.
As a QuickBooks ProAdvisor, certified in QuickBooks Online and Payroll, I provide hands-on bookkeeping, payroll, and tax preparation services tailored to each client’s needs. My background in business and accounting allows me to offer not just accurate numbers, but real insight to help you make informed decisions and plan for growth.
When you work with me, you’re not dealing with a large firm or a revolving door of accountants — you’re working directly with me from start to finish. I take pride in being accessible, dependable, and transparent, and I’m committed to helping you keep your finances organized, compliant, and stress-free.
At PTI Financial, it’s not just about managing the numbers — it’s about building trust and giving you the tools to move forward with confidence.