Tax & accounting services

Professional, personalized services for individuals and small businesses throughout the greater Fort Wayne area

Individual tax preparation

About this service…..

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

Small Business tax services

About this service…..

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

About this service…

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

Tax planning & Consulting

About this service…..

Includes:

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