Accounting, tax & advisory services
Our services encompass nearly every aspect of financial life — for business owners, executives, independent professionals and families.
Business Services
We take care of the numbers so you can take care of your customers. From day-to-day bookkeeping to big decisions like financing, valuation and succession, we’re your financial partner.
Talk about your business
Small Business Accounting
As a small business owner you have more important things to do than keep your own books. We take care of them so you can get back to running your business and generating profits.
Payroll
Payroll solutions that meet your business’s needs — paychecks, filings and deposits handled — so you can spend time doing what you do best.
Part-Time CFO Services
A professional financial manager who works alongside you to help guide your business to success, without the cost of a full-time hire.
Audits · Reviews · Compilations
Stockholders, creditors and private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
Cash Flow Management
A cash crisis can be devastating to a business. The starting point for avoiding one is a cash flow projection we develop together.
Bank Financing
Requesting a loan without preparation tells lenders “high risk.” We help you approach financing prepared, organized and credible.
Business Valuation
Objective valuation can make the difference between loss and gain. Rely on professionals experienced in evaluating all types of organizations.
Strategic Business Planning
If your plans are still locked up in your head, a strategic plan clarifies your company’s direction and the steps to get there.
Succession Planning
A well-designed succession plan is essential to carrying a family business successfully from one generation to the next.
New Business Formation
Opening a business is exciting. We help with entity choice, registrations and setup so you’re built to last after the excitement wears off.
Non-Profit Organizations
The IRS uses specific revenue and expense classifications to judge tax-exempt status. We help you keep your books — and your status — in order.
Internal Controls
We assess the efficiency and effectiveness of your operating procedures, then recommend improvements that make your company stronger.
Litigation Support
Complex litigation demands expertise. Improve your odds with an experienced, “court savvy” CPA on your side.
Forensic Accounting
Careful investigation of financial records when something doesn’t add up — from suspected fraud to business disputes and divorce matters.
Services for Individuals
Life events change your finances — a new job, a new home, a growing family, retirement, caring for a parent. We help you plan for each one with confidence.
Plan with usIndividual Tax Preparation
Accurate, on-time federal, Indiana and local returns — and we look for every deduction and credit you’re entitled to.
Personal Financial Planning
Budgeting, saving and investing with a clear plan built around your goals, from buying a home to paying for college.
Estate Planning
Protect what you’ve built. We help you plan for the efficient transfer of your estate and minimize the tax burden on your heirs.
Elder Care Services
Support for aging parents and their families — bill paying, financial oversight and coordination that brings peace of mind.
Retirement & College Planning
Make the most of IRAs, 401(k)s and 529 plans with projections that show where you stand and what to adjust.
Estates, Trusts & Property Sales
Fiduciary returns for estates and trusts, plus tax guidance when you sell real estate or a business.
Tax preparation & planning
We are experienced in all matters of accounting and taxation. Whether your return is simple or complex, we prepare it accurately — and plan ahead so next year costs you less.
See the tax prep checklist
Tax Preparation
Individual, business, partnership, corporate, non-profit, estate and trust returns — prepared accurately and filed on time.
Tax Planning
Year-round planning that reduces what you owe. The best tax savings happen before December 31, not in April.
Business Tax Returns
Partnership, S corporation and C corporation returns plus sales, use and payroll tax filings for Indiana businesses.
Electronic Filing
Faster, more secure filing with direct deposit for quicker refunds.
Got a letter from the IRS? Don’t face it alone.
Unfiled returns, back taxes, liens or levies — we’ve helped clients resolve them all. We’ll review your situation, communicate with the IRS on your behalf and work toward the best possible outcome.
Make QuickBooks work for you
QuickBooks is a powerful tool — when it’s set up right. We help you choose, install, learn and maintain it so your financial picture is always accurate.
Get QuickBooks helpWhy QuickBooks?
Not sure which version fits your business? We’ll help you choose the right edition — and save money on the purchase.
QuickBooks Setup
A clean chart of accounts, correct opening balances and settings tailored to your business from day one.
QuickBooks Training
One-on-one training for you and your staff, at your pace, on the tasks you actually use.
QuickAnswers
Stuck on a reconciliation or a report? Get quick answers from people who know QuickBooks inside and out.
QuickTune-up
A periodic check-up that finds and fixes errors before they become tax-time headaches.
Ongoing Bookkeeping
Prefer to hand it off entirely? We’ll keep your QuickBooks file current every month.
Not sure which service you need?
Most clients start with a quick conversation. Tell us what’s going on and we’ll point you in the right direction — the first consultation is free.