Your Source for Trusted Personal Accounting and Tax Preparation

As your trusted advisor, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns--so you don’t miss out on any tax credits and deductions that you are entitled to take.

Tax Preparation Services for Individuals

Tax Relief Indianapolis

Here's what else we do for you:

  • Prepare accurate tax returns that are filed on time
  • Calculate estimated taxes for self-employed small business owners
  • Develop tax planning strategies that reflect individual financial goals
  • Electronic filing and direct deposit for a faster tax refund
  • File Extensions and calculate estimated tax to avoid interest and penalties

Tax Season Is Just around the Corner.

If you need a fast, accurate tax professional to prepare your tax return this year give us call us today or fill out the contact form.

We Specialize in Business Tax Preparation

As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, need to pay estimated taxes, and manage your cash flow better, it’s time to find a trusted advisor to partner with all year long--not just at tax time. There’s no better time than now to discuss tax planning strategies that will help you build a foundation for future success.

Here is what we do for you:

  • State and federal income tax preparation and filing
  • Local and state sales tax compliance
  • State and federal payroll tax
  • Develop tax planning strategies that save you money and minimize tax liability
  • Profit and loss statements
  • Mergers and Acquisitions
  • Entity selection and structure (S-Corp, C-Corp, LLC)

Make Sure You Never Miss a Deadline Again

The IRS, as well as state and local governments, imposes strict deadlines for business tax obligations. Missing these tax deadlines and failing to comply with payroll and sales taxes negatively impacts your bottom line and may result in fines for non-compliance.

As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.

Experienced Tax and Accounting Professionals You Can Trust

To find out how our team of experienced tax and accounting professionals can help your small business achieve success call us today or use the contact form.

Start Planning Your Financial Future Today

Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority.

If Financial Success Is Your Goal, We Are Here to Help!

There is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future.

Here’s how we do it:

  • Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
  • We help you set up a recordkeeping system that meets IRS requirements.
  • We work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.
  • We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
  • We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
  • We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).

Ready to Take the Next Step?

If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help.

Simply fill out the form or give us a call. It's that easy!

Estate and Trust Tax Preparation Helps Preserve, Protect, and Enhance Your Financial Legacy

Estate and trust tax preparation and planning are an important part of managing your financial future--and it’s not just for the one percent; it’s important for everyone--especially if you have a spouse or children or own a business.

As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.

While protecting your assets is critical to ensure financial security for your loved ones, we know that estate planning and trust tax return preparation is not easy and often requires specialized knowledge and expertise.

We Understand Fiduciary Tax Laws

Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client and we stay current on tax law changes that affect estate and tax trust preparation.

Our Estate and Trust Services Include:

  • Ensuring that your assets are allocated to spouses, children, trusts, and charities
  • Periodic review of your estate plan and trust tax situation to ensure financial goals are met
  • Gift tax returns and strategies
  • Business succession planning
  • Trust administration
  • Trust income tax returns
  • Estate tax returns

If You Need Assistance With Estate and Trust Tax Preparation We Are Here to Help.

Preparing income tax returns for trusts and estates can be complicated. If you haven’t developed an estate plan it’s not too late.

Contact us today by filling out the form. You'll be glad you did.

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