Tax Services for Business Owners and Individuals
Business returns and the personal returns that go with them, plus individual returns for retirees, investors, landlords, and multi-state filers.
Get Started TodayPERSONAL TAXES
Individual Tax Preparation
Whether you're a retiree, investor, landlord, freelancer, or work across state lines, we prepare your return with accuracy and care. We quote every return before we begin work. 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.
W-2 & Wage Income
Wages from one or more employers, usually alongside investments, rentals, retirement income, or a side business
Self-Employment (Schedule C)
Freelancers, gig workers, and sole proprietors. Self-employed and gig worker taxes
Rental Properties (Schedule E)
Landlords with residential or commercial rentals
Investments & Capital Gains
Stocks, crypto, K-1s, and complex portfolios
Multi-State Returns
Remote workers and those with income in multiple states. Kentucky returns for Indiana residents
Estates and Trusts (Form 1041)
Final returns, fiduciary returns, and beneficiary K-1s. Trust and estate tax returns
WHAT'S INCLUDED
Every Personal Return
- Your federal return
- Up to 3 state returns
- A full accuracy review before filing
- Prepared or reviewed by an Enrolled Agent
- Secure client portal access and e-filing
Your fee depends on your situation. We quote it in your engagement letter before any work begins.
Business Entity Types
Partnership (Form 1065)
Multi-member LLCs and general partnerships
S-Corporation (Form 1120S)
Pass-through taxation (liability protection comes from your state entity, such as an LLC or corporation)
C-Corporation (Form 1120)
Traditional corporate structure
BUSINESS TAXES
Business Tax Preparation
Running a business is complex enough. Let us handle your tax compliance so you can focus on what you do best. We prepare returns for partnerships, S-Corps, and C-Corps of all sizes.
Details on S corporation, partnership, and LLC filings: business tax returns.
BEYOND TAX SEASON
Tax Planning & Advisory
The best time to reduce your tax bill is before year-end. Our planning services help you make informed decisions throughout the year.
Year-End Planning
Review your tax situation before December 31st to identify opportunities for deductions, income timing, and retirement contributions.
Tax Estimate Scenarios
"What if" projections to help you understand the tax impact of major decisions like selling investments, changing jobs, or starting a business.
Advisor Coordination
We work directly with your financial advisor, attorney, or CPA to ensure your tax strategy aligns with your overall financial plan.
ADDITIONAL SERVICES
More Ways We Can Help
Audit Support
From letter assistance to full IRS representation, we've got your back if questions arise. IRS notice help and representation
Prior Year Returns
Missed a filing? We can prepare returns for previous years to get you current.
Amended Returns
Need to correct a previously filed return? We amend returns for open tax years. Amended returns for the current year and the two prior years can be e-filed; older years are mailed.
Entity Selection
LLC, S-Corp, or sole prop? We help you choose the right structure for your business.
Bookkeeping Support
Year-round help keeping your books organized and ready for tax time, so your business return starts from clean numbers.
Frequently Asked Questions
Do you prepare the business return and the owner's personal return together?
Yes. That is how most of our business clients work with us. The K-1 or Schedule C, your owner pay, and your estimated payments all flow to your personal return, so we prepare both with the same file in front of us.
What does the annual review cover?
Once a year we go over the business and personal returns with you: changes in the business, your household, and the tax law, and whether owner pay, estimated payments, entity type, retirement contributions, or other choices should change for the coming year.
Which business entities do you work with?
S corporations (Form 1120-S), partnerships and multi-member LLCs (Form 1065), C corporations (Form 1120), and sole proprietors and single-member LLCs reporting on Schedule C.
Do you handle multi-state, international, and FBAR filings?
Yes. We regularly prepare Indiana and Kentucky returns, returns with foreign income and foreign tax credits, Form 8938, and the FBAR (FinCEN Form 114), which is filed separately from your tax return through FinCEN's BSA E-Filing System.
Do I have to live near Evansville?
No. Our office is in Evansville, Indiana, but our secure client portal lets us work with business owners and individuals anywhere in the United States.
Ready to Get Started?
Let's discuss your tax situation and find the right service for your needs.