Practice Areas

 

We provide professional tax, accounting and consulting services for businesses, individuals, estates, trusts, and non-profit organizations.  Our services include:

Tax &Tax Planning

 

 

  •  Cost segregation services to maximize real estate depreciation deductions

 

  • Corporate and partnership tax returns

 

  • Individual income tax returns

 

  • Estate and trust income tax returns

 

  • Nonprofit organization tax returns

 

  • Tax planning for businesses and individuals

 

  • Business transaction planning

 

  • Personal property tax returns

 

  •  Tax audit representation

  

  • Compensation consulting 

Business Valuation
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  • Business and personal financial planning

 

  • Purchase or sale of businesses

 

  • Partner or shareholder buy-ins

     

  • Litigation, including divorce and owner disputes

 

  • Estate and gift tax

     

  • Estate and succession planning

 

  • Family limited partnership valuations

 

  • Mediation and arbitration

     

  • Buy/sell agreements

Audit & Review

 

  • Audits of financial statements of contractors, non-profit organizations, and small businesses

 

  • Agreed-upon procedures

 

  • Reviewed financial statements

 

  • Non-profit organization audits

 

  • Contractor's Statement of Experience and Financial Condition for the Indiana Department of Transportation

 

  • Forensic accounting

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  • Review of internal controls

     

  • Contractual compliance audits

     

Accounting & Bookkeeping

 

  • Compiled financial statements

 

  • Monthly, quarterly or annual accounting services

 

  • Data entry

 

  • Bank reconciliations

 

  • General ledger

 

  • Property and equipment schedule maintenance

Payroll

 

  • Payroll preparation services including check printing

 

  • Payroll tax deposits

 

  • Remittance of third party payments such as insurance, retirement plan contributions and garnishments

 

  • Payroll tax return preparation

 

  • W-2 preparation

 

  • Employee earnings history and other requested reports

 

Consulting

 

  • Business financial analysis

 

  • Business financial projections

 

  • Benchmarking performance against peers

 

  • Business profit planning including break-even analysis

 

  • Buy versus lease decisions

 

  • QuickBooks software consulting

 

  • Accounting system design