The tax advisor your business keeps for the next 15 years

We specialize in business owners: S corporations, partnerships and multi-member LLCs, C corporations, and sole proprietors who file Schedule C, along with the personal returns that go with the business. We also prepare individual returns, especially for retirees, investors, landlords, Indiana residents who work in Kentucky, and estates and trusts. We take on a limited number of new wage-only returns each season, so new clients start with a few quick questions to make sure we are the right fit. If you are already a client, nothing changes.

Once a year we sit down with you and look at the business return and the personal return together: what changed in the business, in your household, and in the tax law, and whether anything should be done differently for the coming year, such as owner pay, estimated payments, entity type, or retirement contributions.

No. You can use our secure online portal, drop off documents at our office, or schedule an appointment, whichever works best for you.

Yes. Our secure client portal lets you upload documents, message our team, and track your return from anywhere in the country. Many of our clients never visit the office.

Our office is in Evansville, Indiana, and we regularly file Indiana and Kentucky returns. Through the secure portal we work with business owners and individuals anywhere in the United States, including multi-state, international, and FBAR filings.

Refund timing is controlled by the IRS, not by our office. The IRS says it issues most e-filed refunds with direct deposit in about three weeks, and refunds claiming the Earned Income Tax Credit or Additional Child Tax Credit are held until mid-February under the PATH Act. We confirm when your return is accepted, and you can track your refund on our refund status page.