Personalized Bookkeeping & Tax Services

Personalized Bookkeeping & Tax Services is a long-standing accounting, bookkeeping, payroll, and tax preparation firm in Mt. Juliet, Tennessee, serving individuals and business owners throughout Middle Tennessee since 1989. Founded by Donna Kalinowski Blackwell, EA, the firm has built a reputation for accuracy, reliability, and personalized service, with a strong focus on helping clients stay compliant, organized, and financially confident year-round.

The firm offers a comprehensive suite of services, including tax preparation for individuals and small businesses, bookkeeping, payroll processing, sales and business tax reporting, financial statement preparation, and IRS account tracking and audit detection. Personalized Bookkeeping & Tax Services works with a wide range of business entities, including LLCs, S-Corporations, C-Corporations, partnerships, and rental property owners, with specialized expertise in small businesses and real estate investments.

Bookkeeping services are designed to give Mt. Juliet businesses clear, actionable insight into their financial health. From day-to-day recordkeeping and payroll to quarterly reporting and financial statements, the team provides affordable, dependable support that allows business owners to focus on growth rather than paperwork. Payroll services streamline a traditionally time-consuming process by ensuring employees are paid accurately and on time through direct deposit, all at a predictable monthly cost.

Tax preparation is handled with a strategic, compliance-focused approach aimed at maximizing savings within the bounds of the law. By staying current with federal and state tax regulations, the firm helps clients meet critical filing deadlines while identifying opportunities to reduce tax liability. As an IRS Enrolled Agent, Donna Kalinowski Blackwell is authorized to represent taxpayers before the Internal Revenue Service, providing added peace of mind in audits or IRS matters. She is also a Certified Acceptance Agent, authorized to assist with ITIN applications, one of fewer than 30 professionals in Tennessee with this designation.

Personalized Bookkeeping & Tax Services is also proud to serve the Spanish-speaking community, offering bilingual accounting, payroll, and tax assistance with a Spanish-speaking professional available daily. This commitment to accessibility and inclusion has helped the firm build strong, lasting relationships across the region.

Recognized for excellence, the firm has been awarded “Best Accountant” in the Best of Mt. Juliet for six consecutive years beginning in 2018. With more than three decades of experience, a relationship-driven philosophy, and a dedication to professionalism, Personalized Bookkeeping & Tax Services continues to be a trusted financial partner for individuals and small businesses throughout Mt. Juliet and Middle Tennessee.