Offering a Full Range of Accounting & Tax Services

We are an expert team that prioritizes your unique needs and focuses on delivering a full range of accounting and tax services to small businesses and individuals. We take care to tailor each plan to anticipate your needs, ensure the best possible results, and maximize returns.

Tax Management

Tax Preparation

We’ll work closely with you to prepare an accurate and complete tax return for the Internal Revenue Service and your corresponding state. Through our integral process, we review your specific circumstances and make sure we’re inclusive of all tax credits, savings, and laws that are applicable to you.

IRS Tax Resolution

Sometimes life takes control and one year turns into five, and all of a sudden there are six years of non-filed tax returns. Other times, one bad decision can land you with a tax bill that is more than you can manage, and you freeze without knowing the best way to handle it. We can take the stress out of interacting with the Internal Revenue Service and your state agency. We have extensive experience with tax resolution and can get your situation under control so you can sleep better at night.

Tax Planning

In many instances, an individual’s income is not the same each year. Certain life events can shift income. When this happens, we can prepare a tax plan. The benefits of tax planning are to alleviate additional penalties, create plans to lower tax and prevent surprises at the tax deadline. Tax planning is even more important for individuals who have businesses.

In business, sales vary, sometimes dramatically from year to year. We meet with you on an agreed-upon basis to review the current year’s financial activity so the preparation of the yearly tax return does not produce surprises or penalties.

Business Tax Compliance

Personal Property Tax Preparation

The state of Indiana requires a Personal Property Tax return to be filed by May 15th of each tax year. We help you compile the required information to make sure this return is complete and accurate.

Sales/Food and Beverage Tax Preparation

The state of Indiana requires certain businesses that sell products to charge, collect, and pass on a tax related to the product. Sales tax is charged on all products. In Marion County, a tax called Food and Beverage is also required on the sale of food and beverages. We help businesses assess their responsibility to charge these taxes and show them the best record-keeping and filing steps for their business.

Other Business Services

Entity Evaluation & Selection

Going into business is your dream, but it also comes with navigating big decisions that can be overwhelming and, to some, frightening. We help review your business plan and projections to decide what business entity is best suited for your situation. We can also review your current entity and determine with you if it is still the ideal choice for your business growth.

Bookkeeping & Financial Statement Preparation

We believe a person or company cannot assess where they are going or how to improve if they don’t look at their past and current spending and income trends. For example, we once worked with a couple who weren’t aware they had made $1M until they completed their tax return four months after the year ended. Although in that instance it was a pleasant surprise, not knowing your business’s financial trends may keep you from reaching your goals.

With our regularly scheduled bookkeeping services, we can help you assess your situation frequently, so you always know where you stand.

Quickbooks Assistance & Training

Intuit has cornered the market on small business accounting software, and we recommend Quickbooks to many of our clients. However, navigating a good Quickbooks file that reflects your business’s financial position is not that simple. Let us work with you to set up your Quickbooks file and tailor it to your industry and business needs. We also offer individual training sessions that teach you how to use your file to provide the reports you desire.

Payroll Services

Our payroll services can save your business time and headaches by including weekly, /bi-weekly, or monthly processing of paychecks and direct deposits for your employees. We also make sure all monthly, quarterly, and annual filing requirements are performed to put your mind at ease.

Taxpayer Advance Loans

We use EPS Financial to process Taxpayer Advance Loans on tax returns that we prepare. EPS has originated over $1 billion in taxpayer advances! E-Advance gives clients a no-cost loan option. This is a smart way to help taxpayers pay expenses and meet financial obligations so they don’t have to wait for their refund to become available.