Our Firms’ roots are the traditional CPA profession’s role – tax and accounting services. Arthur Timpe Jr. has been practicing as a CPA since 1972. Art Jr.’s sons, Art III and Gary, have been licensed CPAs since 1997 and 1999 respectively. With three CPAs and an experienced accounting staff, we serve primarily closely-held businesses, individuals, and families in the Indianapolis area, and in some cases, across the country and around the world.

Closely-held business services include accounting services and financial statement preparation, financial management consulting, as well as income tax consulting, compliance, and return preparation. We also provide personal property tax compliance, payroll tax compliance, sales tax compliance, audit defense services, and accounting software training and consulting.

Our closely-held business services integrate with the Law Firm’s business law practice and range from consultations on the appropriate form of business entity from a tax efficiency perspective and a legal liability perspective, to assisting with basic incorporation and LLC creation, to ongoing business management consultation.

Individual tax services include income tax preparation, tax planning, and household employee compliance. Our individual tax services integrate with our Wealth Management Firm’s investment portfolio management services to assist clients in building wealth tax efficiently in the accumulation years and to withdraw, spend down, and pass on wealth tax efficiently to the next generation in the distribution years.

Our Firms’ core values stem from our CPA background and our professional experience. Those values established the foundation upon which our Law and Wealth Management Firms have been built.