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Year-End Tax Planning for Small Businesses to Protect Cash Flow and Maximize Savings
Q4 is your last, best window to lower your tax bill without hurting cash flow. Learn how to update your projections, time income and expenses, recheck state tax obligations, and connect business decisions to your personal and estate planning before the year ends.
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
Year-End Tax Planning for Small Businesses to Protect Cash Flow and Maximize Savings
Q4 is your last, best window to lower your tax bill without hurting cash flow. Learn how to update your projections, time income and expenses, recheck state tax obligations, and connect business decisions to your personal and estate planning before the year ends.
What Small Businesses Need to Know About Trump Account Employer Contributions
Trump Accounts are giving small businesses a new way to support employees and their families. Before you offer the benefit, learn how employer contributions work, what the Treasury guidance requires, and how nondiscrimination testing could affect your plan.
What Taxpayers Need to Know About the New IRS Penalty Relief Program
Missed a filing or payment deadline? The IRS just rolled out a new program that can automatically waive certain penalties without you ever having to ask. Find out who qualifies, which penalties are covered, and what to do if a notice still slips through the cracks.
How Deferred Compensation Plans Work and When They Make Sense for Retirement
Already maxing out your 401(k) but want to save more for retirement? Deferred compensation plans offer no contribution limit and real tax advantages, but they come with tradeoffs that make them a smart move for some and a risky one for others.
Is a Roth Conversion Right for You? Benefits, Risks, and Tax Strategies
Key Takeaways: Converting a traditional IRA or 401(k) to a Roth account triggers taxable income in the year of conversion, but qualified withdrawals afterward are tax-free. The strategy works best when you convert during a lower-income window, such as early retirement...
How Middle-Class Earners Can Build Lasting Wealth
Key Takeaways: Building wealth depends less on income level and more on keeping a consistent gap between what you earn and what you spend. Paying off high-interest debt frees up money that can go toward an emergency fund, investing, or retirement contributions....
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317-398-9753
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8 Public Square
Shelbyville, IN, 46176
