Tax & accounting services

Professional, personalized services for individuals and small businesses

Individual tax preparation

Our Individual Tax Preparation services are designed to make filing simple, accurate, and stress-free—whether you have a straightforward W-2 return or more complex income from rentals, side work, or investments. We take the time to understand your situation, identify every deduction and credit available to you, and ensure your federal and Indiana returns are filed correctly the first time. You’ll work directly with your accountant and you’ll have year-round support if questions or notices arise after filing.

Ideal for:

✔Families & W-2 employees

✔Retirees

✔Students & Teachers

✔Realtors & Real Estate Investors

✔Solo Handyman & Service Providers 

✔Freelance Designers

✔Trucking Owner-Operators

✔Side-Gig Earners

Includes:

  • Federal & State tax returns
  • Direct deposit of refunds
  • Maximizing deductions and tax credits
  • Year-round support
  • Direct access to your accountant
  • IRS & State notice assistance
  • Amending or missed prior year returns
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Small Business tax services

Running a business is hard enough without worrying about tax compliance. Our Small Business Tax Services focus on helping owners stay organized, reduce taxes, and avoid costly mistakes. We prepare federal and state business returns, review your operations to identify legitimate deductions, and provide practical guidance tailored to how your business actually works. Whether you’re a brand-new startup or an established company, we help you navigate multi-state filings, owner distributions, depreciation, and ongoing compliance so you can focus on growth with confidence.

Ideal For:

✔S-Corps, Partnerships, & Sole Proprietors

✔Start-up Businesses

✔Retail & Restaurant Businesses

✔Real Estate Companies

✔Trucking Companies

✔Contractors & Service Providers

✔Marketing & Graphic Designers

✔Counseling & Healthcare Practices

✔Engineering, Finance, & Professional Firms

✔Dealerships & Automotive Services

Includes:

  • Federal & State tax filings (1065 / 1120S / Schedule C)
  • Multi-state filing support
  • Evaluation of business nature/operations for maximizing deductions
  • Compliance guidance
  • Owner distributions and basis review
  • Fixed asset and depreciation expense tracking
  • IRS & State notice assistance

Bookkeeping & Compliance

Good tax outcomes start with clean, organized books. Our Bookkeeping & Compliance service is designed to support business owners who need reliable recordkeeping without unnecessary complexity. We can assist with periodic bookkeeping, annual clean-up, 1099/W-2 filings, sales tax reporting, and communication with tax agencies. This service is focused on keeping your financial information accurate and tax-ready—so filing season is smoother and you always know where your business stands.

Includes:

  • Quarterly, monthly, or bi-weekly bookkeeping
  • Lower volume annual clean-up and financial statement preparation
  • 1099 & W-2 filings
  • Sales tax filings
  • Tax agency correspondence
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Tax planning & Consulting

Taxes shouldn’t be a surprise at the end of the year. Our Tax Planning & Consulting service helps individuals and business owners make smarter decisions before it’s too late. We look ahead to identify opportunities to reduce future tax liability, plan estimated payments, choose the right business entity, and structure retirement and self-employment strategies. Whether you’re starting a new venture or planning long-term growth, we provide clear, practical guidance to help you keep more of what you earn.

Includes:

  • Future tax reduction strategies
  • New business setup guidance
  • Entity selection
  • Retirement & self-employed planning
  • Estimated payment calculations