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
  • 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

  • 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 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




  • 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