Why use us to prepare your income taxes?

We are a boutique CPA firm specializing in individual U.S. and state income taxation, including small businesses reporting on Schedule C. Our services also encompass assistance with IRS and Indiana Department of Revenue issues for individuals.

Our small size enables us to provide personalized services that larger firms cannot match. Dealing with the same tax expert who is familiar with your personal tax situation each year brings significant benefits. Unlike larger tax firms where you never know who will handle your taxes, with us, you can maintain a consistent relationship with a tax expert who understands your unique needs. In larger firms, even if you work with the same tax partner, they are more likely to delegate your tax preparation to assistants who may require more training and experience than the partners themselves.

Clients hold high expectations for the professionals they hire to prepare their tax returns. We have often come across mistakes on tax returns prepared by others, especially from individuals who handled their taxes independently. These individuals might miss out on tax-saving deductions or credits simply because they lack the knowledge of where to look.

If you have previously used other tax professionals or prepared your taxes yourself, we encourage you to give us a try. Our expertise might uncover refunds from deductions and tax credits that were previously overlooked.

We specialize in tax preparation services for individuals and tax-exempt organizations and provide representation services before the IRS and Indiana Department of Revenue.

Estimated Tax Preparation Fee Calculator

We understand that knowing the cost of tax return preparation is essential. With our Estimated Tax Preparation Fee Calculator, you can get an estimate of our firm's charges for preparing your tax return.

Schedule an Appointment

Feel free to use our appointment scheduler to select a date and meeting time that works best for you. Rest assured that our scheduler is fully integrated with our calendar system, ensuring no overlap and a smooth scheduling process.

Schedule an appointment

Federal and Indiana Tax Return Preparation from $155.

Preparation of Schedule A just $60 more!

We offer tax preparation services starting at $155, which includes one federal 1040 return with standard deduction, Schedules 1 - 6, one Indiana tax return, and e-filing. If you require the preparation of Schedule A to determine if itemizing would be beneficial, it's just an additional $60.

Tax Documents Drop Box

We have a convenient drop box located on the office building's exterior wall facing Oaklandon Road. Clients are welcome to drop off their tax documents at any time that suits them, 24/7. This ensures maximum flexibility and accessibility for our clients' convenience.

Qualifications


Brad Smith, a Certified Public Accountant (CPA) since 1985, boasts an MBA in Finance from the Kelley School of Business at Indiana University. Additionally, he holds the prestigious Accredited in Business Valuation (ABV) credential, granted by the American Institute of Certified Public Accountants.

With an impressive background, Brad has accumulated fifteen years of hands-on experience in finance and accounting, serving as Chief Financial Officer for both private and SEC public companies. Since 2007, he has been actively preparing income tax returns, utilizing his expertise to assist clients effectively.
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