Central Indiana CPA Firm
Your Business. Your Family. Our Priority.
A company owners’ potential for personal financial security depends on the success of the business. Our commitment and responsibility is to help you business run smoothly and to help you achieve your personal financial goals. Whether you are a business or an individual, our specialized staff will provide you with assistance in all your tax, reporting, financial and business affairs!
Our Services
Business Services
Financial information and reporting should not be a diversion for business owners, instead, financial information should be accurate, available, and insightful. We leverage experience and technology to provide business owners with dynamic resources and management tools.
Family Services
Our personal services are designed to help busy, successful families manage their finances and grow their wealth with confidence and peace of mind. We do this by working together with our business solutions, allowing us to partner with clients and coordinate business and personal planning in order to meet their most important goals.
Our Core Industries
We strive to provide excellent service and solutions that fit our client’s specific needs and are industry appropriate. Our experienced CPAs have worked with clients in a variety of industries and understand the intricacies of each and apply the best solution possible. Over the years we have serviced clients in industries including agribusiness, retail, construction, manufacturing, food & beverage and many more. Below are some of our industries where we have specialized experience and expertise.
Recent Posts
How the One Big Beautiful Bill Could Save Small Business Owners Millions When Selling
President Trump’s One Big Beautiful Bill (OBBB) significantly expanded the benefits of the Qualified Small Business Stock (QSBS), which could save owners millions in capital gains taxes. This is quietly reshaping how business owners think about selling their...
Financial Security Starts With an Emergency Fund. How To Build One (And Where To Keep It Safely)
An emergency fund is a safety net for when life happens. A job loss, a car breakdown, an unexpected medical expense. These costs can hit out of nowhere, so an emergency fund is one of the smartest financial tools you can have. It provides breathing room when things go...
Tax Changes Under Trump’s One Big Beautiful Bill: What’s New in 2025 and Beyond
President Trump’s One Big Beautiful Bill (OBBB) implements tax changes designed to simplify filing and keep more earnings in Americans’ pockets. The law adjusts how the IRS treats certain types of income, updates annual gift limits, raises the estate tax exemption,...
Trump’s One Big Beautiful Bill Makes C Corporations More Attractive for Startups
President Trump’s One Big Beautiful Bill (OBBB) includes a new business tax provision that could affect how entrepreneurs organize their startups. The change is making C corporations more appealing than they’ve been in years. For founders, early employees, and...
How Small Businesses Can Weather the Storm During Economic Downturns
Economic downturns are inevitable. Maybe not today, but eventually. The smart move is to prepare now so your business can endure those rocky times and even find opportunities rather than struggle through. Read on as we go over small business survival strategies to...
A Small Business Guide to Charitable Tax Giving: How to Support Causes and Maximize Tax Benefits
Many small business owners want to give back by supporting causes that are important to them. Enter charitable donations – a way to give back while building trust with customers and employees, improving your brand visibility in the community, and lowering your tax...
Contact Us
Keeping an open line of communication is important to us. We invite you to reach out to us either by phone, email, or this form to ask questions, request an appointment or talk about any finance-related matter that comes to your mind.
Call us:
317-398-9753
Visit us:
8 Public Square
Shelbyville, IN, 46176
