Brad Smith CPA LLC

Our Office Is Still Open For Service

Essential Service: Indiana's stay at home order specifically identifies professional services, like accounting, as an essential service.

Social Distancing: We can keep the office open and still respect and comply with social distancing restrictions. Just drop off your tax documents and we'll get to work on your tax returns.

Upload Your Documents: Contact us and we'll send you a custom link to upload your files fully encrypted. Just scan or take pictures of your tax documents using our proprietary, easy-to-use file upload service. The entire process can be handled electronically.

Government Stimulus Make sure you will qualify for the government stimulus program. The following are situations where you need to act ASAP to receive the stimulus:

• You haven't filed your 2019 1040 tax return and the adjusted earned income reported on your 2018 tax return disqualifies you --- but you think you may qualify with your 2019 tax return.
• You haven't filed taxes for 2018 or 2019. However, if you receive social security or railroad retirement benefits you do not need to file.

1040 Tax Preparation from $200

Our fee for basic tax return preparation is $200 and that includes one federal 1040 return, one state return, Schedule A (Itemized Deductions), Schedule B, Schedules 1 - 6, Schedule B, education credits, dependent care credit, child tax credit, earned income credit, e-file, audit protection, and ID theft assistance.

Complex tax returns cost extra and include:

• Self-employed businesses (including Schedule C)
• Property rentals and royalties (including Schedule E page 1)
• Partnerships and other K-1 activities reported on Schedule E page 2
• Investment and property sale activities (including Schedule D and Form 8949)
• IRA contributions and early distributions (including Forms 5329 and 8606)
• Alternative minimum tax calculations and related forms (including Form 6251)

This is not an exhaustive list. Additional hourly rates may apply when records are not in good order.

For an estimate give us a call at 317-537-7631.

Free Tax Audit Protection and Identity Theft Restoration Service

Gain peace of mind after we prepare and file your 2019 personal tax returns with our free tax audit protection and identity theft restoration services, a $60 value! Protection Plus, a nationally recognized company, provides the following protective services for our clients:

Expert assistance with interpreting and resolving federal and state audits and inquiries.

Comprehensive, personalized recovery services for identity theft incidents.

Professional case assessment and personalized recommendation from credentialed specialist.

Reimbursement for added expenses incurred due to legitimate preparer errors up to $2,500. Subject to terms and conditions.

Help with identifying and resolving debt owed to the taxing authorities.

We are excited to offer this new service for our clients. Call 317-537-7631 for more information.

Beach image by Rick González, Flickr.

Business Valuation, Accounting, and Tax Consulting Services

We provide business valuation, accounting, and tax consulting services.  Brad is a certified public accountant and has earned the exclusive “Accredited in Business Valuation” (ABV) credential from the American Institute of Certified Public Accountants. He earned his MBA in Finance from the Kelley School of Business at Indiana University in 2010 and his Bachelors of Science in Accounting degree from the University of Kentucky in 1982 earning high academic honors at both schools.  Brad has more than thirty years of finance and accounting experience, with positions ranging from Staff Auditor to Treasurer and CFO at a public company. Brad Smith, CPA, LLC was founded in 2007. 

Tax Returns for Individuals and Small Business

We offer competitive, fair pricing for our services and will not cross-sell or pressure clients to purchase products they do not need.  Our  services include preparation and e-filing 1040, 1041, 1120S, and 1065 tax returns.

E-filing is Free with any of our paid tax services

Maximize Your Refund! Keep More In Your Pocket!

What good does it do to get a great refund if your have to turn around and give the national tax firms a big piece of it. Our firm will get you the highest tax refund allowed by law, just as much as the big guys claim. But when you use our firm you will KEEP MORE OF YOUR REFUND. This is because our fees are usually lower than Block or Hewitt.

Valuation and Consulting Services

With over 30 years of experience in the financial services industry, we offer quality finance, tax, and accounting consulting services.  In addition to being a CPA, Brad Smith is a fully accredited business valuation consultant.

Qualifications

Brad Smith has been a CPA since 1985. He also holds an MBA in Finance from the Kelley School of Business at Indiana University and holds the Accredited in Business Valuation (ABV) credential by the American Institute of Certified Public Accountants. Brad has fifteen years of hands-on finance and accounting experience as Chief Financial Officer for both private and SEC public companies. Brad has prepared income tax returns since 2007