About Sargent CPA, LLC
Founded in 2025, Sargent CPA, LLC is a tax firm based out of the Indianapolis area. We help individuals and small businesses navigate taxes and finances with clarity and confidence. Our firm combines personalized service with modern, secure technology to make tax preparation, planning, and bookkeeping simple and stress-free. Whether you need a one-time return or year-round support, we’re here to provide expert guidance and proactive strategies that help you stay ahead.
Why Choose Us
- Personalized Attention – We take the time to understand your unique situation and goals, whether you’re an individual or a small business owner.
- Proactive Planning – Our focus isn’t just on filing your return; we help you plan ahead to minimize taxes and avoid surprises.
- Remote Convenience – With secure digital tools, you can work with us from anywhere without sacrificing quality or personal service.
- Transparent Pricing – No hidden fees. You’ll know the cost upfront before we start.
- Year-Round Support – We’re here beyond tax season for planning, bookkeeping, and IRS notice assistance.
Our Process
We’ve designed a simple, secure process to make working with us stress-free:
Initial Consultation
Schedule a call or complete our intake form so we can learn about your needs and provide a clear quote.
Document Collection
Upload your documents through our secure portal. We’ll provide a checklist so nothing gets missed.
Preparation & Review
We prepare your return or bookkeeping work with accuracy and attention to detail. Then, we review everything with you before filing or finalizing.
Filing & Follow-Up
Once you approve, we file your return or deliver your completed work. We’ll also answer any questions and provide guidance for the future.
Ongoing Support
Need help mid-year? Tax planning? Bookkeeping cleanup? We’re just a message away.