Everything your business needs from one firm that knows your name.

We prepare federal and Indiana state returns for businesses and individuals. More importantly, we do year-round tax planning — not just filing season scramble. The goal is to minimize your liability legally, consistently, and without surprises.

41 years of practice means we've seen most situations. We work with LLCs, S-Corps, C-Corps, partnerships, sole proprietors, trusts, and estates.

• Business returns: S-Corp (1120-S), C-Corp (1120), Partnership (1065), Schedule C
• Individual federal and Indiana state returns
• Year-round tax planning and strategy
• Entity structuring and conversion analysis
• IRS correspondence and representation
• Trust and estate returns
• Multi-state filing when required

Accurate books are the foundation of every good business decision. We provide monthly and quarterly bookkeeping, clean financial statements, and the kind of reporting that actually tells you how your business is performing.

If your books are a mess, we can clean them up. If you're starting fresh, we'll set you up right the first time.

• Monthly and quarterly bookkeeping
• QuickBooks setup, cleanup, and ongoing management
• Monthly financial statement preparation
• Bank and credit card reconciliation
• Accounts payable and receivable support
• Year-end close and tax-ready financials
• Internal-use financial statements

When your bank, investor, bonding company, or landlord requires CPA-signed financial statements, we provide them. Compiled and reviewed financial statements prepared and signed by a licensed Indiana CPA.

Most engagements are completed within two to three weeks. Fixed fee, quoted before we start.

• Compiled financial statements (SSARS)
• Reviewed financial statements (SSARS)
• Agreed-upon procedures engagements
• SBA and conventional loan requirements
• Bonding and surety requirements
• Investor and partner requirements
• Grant and nonprofit compliance

Accurate, on-time payroll for businesses with employees. We handle the processing, the filings, and the deposits — so payroll is one less thing on your plate. We've been doing this for decades and know the compliance requirements cold.

• Full-service payroll processing
• Federal and Indiana state payroll tax filings
• Federal tax deposits (EFTPS)
• Quarterly 941 and state filings
• Annual W-2 and 1099 preparation
• New hire reporting
• Payroll compliance and audit support

Growing businesses need CFO-level thinking but rarely need a full-time CFO. We provide strategic financial guidance on a fractional basis — cash flow, forecasting, KPIs, and the financial decision-making that moves a business forward.

This is the service that turns accountants into advisors. Most clients who use it say it changes how they run their business.

• Cash flow forecasting and management
• Monthly financial reporting and KPI dashboards
• Budget development and variance analysis
• Strategic financial planning
• Banking relationship support
• Buy/sell and transaction advisory
• Finance function setup for growing companies

Starting a business involves real decisions with real tax consequences. Entity type, ownership structure, and initial accounting setup all affect what you pay in taxes for years to come. We help you start right.

• Entity selection guidance: LLC, S-Corp, C-Corp, Partnership
• Indiana formation filings and EIN setup
• S-Corp election filing (Form 2553)
• Initial chart of accounts and accounting setup
• Tax structure planning from day one
• Operating agreement and buy-sell review (with counsel)