Accounting & Tax Services

Financial Statements

If you need monthly, quarterly or annual financial statements, we prepare compilation or reviewed statements. More importantly, we offer you assistance in using these statements to increase the efficiency and profitability of your business.

Business Personal Property Tax

In Indiana, any person, partnership, association, corporation, fiduciary or individual owning, holding, possessing or controlling tangible personal property located within the state as of March 1 of any year, is required to file a personal property tax return by May 15 of that year.

Estate, Gift & Trust

Considering what would happen to your assets upon your death is never at the top of anyone’s list. It’s a necessary evil, however to make sure your assets are transferred to your chosen beneficiaries in a timely manner and with the smallest possible tax effect. Planning is required. Is the value of all your assets greater than $3,500,000? If so, you may have an estate problem.

Business Tax Services

As your personal advocate in tax matters, we will do our best to ensure that you are paying no more tax than is necessary. We will continue this commitment throughout the year, monitoring changes in tax law.

Bookkeeping Services

Successful companies recognize that continued growth requires the quality services that a controller can provide. Many small to medium sized businesses only need these services on a part-time basis. Our firm can provide you with these on-your-site services and spare you the cost of a full-time controller. We work closely with your existing accounting staff and can perform most of your company's internal accounting functions. Our staff brings years of accounting experience in a convenient and flexible program to you.

Individual Tax Services

As your personal advocate in tax matters, we will do our best to ensure that you are paying no more tax than is necessary. We will continue this commitment throughout the year, monitoring changes in tax law. We not only can prepare your tax returns, we can assist you with tax planning. We can prepare state income tax returns for all states with filing requirements.