2334 N. Mt. Juliet Road • Mt. Juliet, TN 37122 • (615) 773-2736

About Our Company

Personalized Bookkeeping & Tax Services Inc. was established in September 1989 by Donna Kalinowski Blackwell, Enrolled Agent & Certified Acceptance Agent.

Our mission is to help individuals and business owners stay organized and on track so they achieve their goals and succeed in their business and personal endeavors.

Our tax office believes in building relationships with our clients, and we view these relationships as partnerships. We strive to service our clients by adhering to our own standard of excellence.

Donna Kalinowski Blackwell

Personalized Bookkeeping & Tax Services was established in September 1989 by Donna Kalinowski Blackwell, EA. Donna graduated from the Nashville State Technical Institute in 1985 with an Associate of Science in Computer Accounting Technology. She earned a Bachelor of Administration degree from Tennessee State University in 1993 and completed 150 hours of CPA requirements. In 2003, Donna opened Personalized Bookkeeping & Tax Services full time.

In the summer of 2012, Donna passed the exam needed to become a Registered Tax Return Preparer with the IRS. Her work experience includes several years as a financial analyst for a small airline, a budget/account analyst for a health care company, a banking manager, and a payroll manager. In 2015, she became an IRS Enrolled Agent and she is currently the Vice President of the Tennessee Society of Enrolled Agents (TNSEA). An IRS Enrolled Agent is the highest credential the IRS Awards. Enrolled Agents are not just licensed in the State of Tennessee, they have Federal Jurisdiction in all 50 states.

Donna has served as President on multiple HOA boards demonstrating her leadership and commitment to the boards and residents. She also specializes in assisting clients who own multiple rental properties. If you own a rental property, you know the importance of having someone on your team who understands the taxes and deductions specific to your business. Donna can help you develop a comprehensive strategy to ensure that you are making the most out of your investment.

As a testament to her dedication, Personalized Bookkeeping & Tax Services has won Best Accountant in the “Best of Mt. Juliet” for four consecutive years starting in 2018. The “Best of Mt. Juliet” is an annual award to recognize local businesses that provide outstanding service to the community.

Julieta Flores

Julieta has been Donna’s right hand since February 2019. Starting as tax season was in full swing, she picked up the business quickly by assisting with bookkeeping, payroll, ITIN processing, tax preparation while providing a friendly smile. She continues to grow our Latino market while going above and beyond to service our current clients.

Kathleen Moore

Kathleen is a graduate of Volunteer State Community College. She earned two Associate in Science Degrees. One in Paralegal Studies and the other in Accounting. She continued her education earning a Bachelors Degree in Human Resources and Management from Trevecca. In 2013 she earned a Masters of Financial Management and a Masters of Business Administration from Devry University. In addition to her education she has more than 20 years’ experience preparing taxes. She has also completed the IRS annual training program.

Danica Dudinetz

Danica graduated from Mount Juliet High School. Her dad owns a local business in Mt. Juliet where she worked until she started with Personalized Bookkeeping & Tax Services, Inc. She is so excited to be starting her career here with Donna as her guide.

Milo

Milo the Maltese joined our team as Office Dog in June 2014 and is the fur baby of Donna. He is the Marketing Director and official Door Greeter of Personalized Bookkeeping & Tax Service, Inc. while also responsible for providing pet therapy and dog-cuddle fixes. He also considers himself Head of Security.

Clients come from near and far scheduling their appointments when Milo is sure to be in the office. He is a fashion icon in the bookkeeping world known for his trendy tees and polos.

What Clients Say

Donna’s attention to detail is awesome! I encourage all her clients to go on yelp and post your good experience with her. She is straightforward and honest!

Armida Blue
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We are so glad Donna was recommended to us by a friend. She handles our business bookkeeping and taxes and does a wonderful job. We really appreciate her efficiency and quick response time in communicating.

Carissa Bearup
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Copyright © 2020 Personalized Bookkeeping & Tax Services. All Rights Reserved.

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