Do you work with clients outside of Central Indiana?
Yes. Our firm is primarily remote, so we can serve clients anywhere in the U.S. using secure digital tools for document sharing and communication.
Do you only work with Indiana clients?
No. We are based in Greenwood, Indiana, and we work remotely with clients anywhere in the U.S. For Indiana residents, we prepare both federal and Indiana returns.
How do I get started as a new client?
Start by simply filing out a contact form. Once submitted, we’ll schedule a consultation to understand your needs and provide a quote.
What documents do I need to provide for tax preparation?
We’ll provide a detailed checklist during onboarding, tailored to your situation. You can see what we cover for individuals on our individual tax page.
What payment methods do you accept?
We accept various convenient payment methods, including major credit cards (Visa, MasterCard, American Express), and in some cases, bank transfers (ACH). Paper checks will be accepted on a limited basis.
How do you ensure my information is secure?
We use encrypted portals and industry-standard security measures through our trusted software partners. Your data is always handled with strict confidentiality. You can read our data Privacy Policy here.
Do you work with QuickBooks?
Yes. We specialize in QuickBooks Online for bookkeeping and can help with setup, cleanup, and ongoing support. We also favor Aplos for non-profit accounting services. That said, we are not exclusively tied to any one platform for a given business, especially when a proven solution is already in place. See our business tax page for more on what we do for business owners.
Do you offer year-round support or just during tax season?
We’re here for our clients all year. Whether you need tax planning, bookkeeping, help responding to IRS notices, or another pair of eyes to advise you on your business practices, we provide ongoing support beyond tax season.
Can your firm represent me in the case of an IRS audit?
Yes, as an actively licensed CPA, we can represent you in an IRS audit and communicate, respond, and negotiate with the IRS on your behalf. If you received a notice, contact us and we’ll take a look.