Our Firm’s Focus: Tax, Accounting, and Strategic Planning for Businesses and Individuals

Our Firm’s roots are in the traditional CPA profession — delivering trusted tax and accounting services. With a highly experienced accounting staff, we proudly serve closely-held businesses, individuals, and families in the Indianapolis area, as well as clients across the country and around the world.

We provide a full range of small business tax and accounting services, including bookkeeping, financial statement preparation, payroll tax compliance, sales tax compliance, personal property tax compliance, and income tax consulting, compliance, and return preparation. We also assist with accounting software setup, training, and consulting. For business owners, our services extend to financial management consulting and strategic tax planning that integrates with our Law Firm’s business law practice — from selecting the right business entity to ongoing operational tax efficiency strategies.

While we are deeply committed to our business clients, a key emphasis of our practice is individual income tax planning and compliance. We work closely with individuals to prepare accurate tax returns, develop proactive strategies to minimize tax liabilities, and ensure ongoing compliance with ever-changing tax laws. We have expertise in complex situations, including multi-state filings, investment-related tax considerations, and household employee compliance.

Our individual tax services also integrate seamlessly with our Wealth Management Firm’s investment portfolio management. This coordinated approach helps clients maximize after-tax wealth during the accumulation years and optimize withdrawals, spending, and wealth transfers in the distribution years — ensuring that financial goals are met in the most tax-efficient way possible.

Our Firm’s core values — accuracy, integrity, and personalized client service — stem from decades of CPA practice. These values continue to guide our work and form the foundation of our affiliated Law and Wealth Management Firms.