Tax Planning & Preparation for Individuals and Businesses
CPA-led tax help for Indianapolis individuals and businesses, all year long, not just in April. Whether you're filing a personal return or running a growing business, we make sure it's done right and that you keep more of what you earn.
Who We Help
For Individuals
Federal and state personal returns
W-2, freelance, and side-business income
Rental property income
Tax Planning so next April isn't a surprise
Coordinated with your business return if you own one
For Businesses
LLCs, S-Corps, Partnerships, and Sole Proprietors
Federal and state business returns
Quarterly estimated tax calculations
Entity strategy, like S-Corp elections and owner salary
Mid-year planning to lower your tax bill
How It Works
1. Book a Consultation
We learn about your situation and what you need, whether it's one return or year-round planning.
2. Share Your Documents
We send a simple checklist through a secured link so nothing gets missed.
We follow up promptly if anything is still needed.
3. We File and Plan Ahead
A CPA prepares and reviews your return, walks you through it in plain English, and maps out a plan for next year.
Key 2027 Filing Deadlines
January 15: Q4 2026 estimated tax payment due
March 15: S-Corp and partnership returns due; S-Corp Application due date
April 15: Individual and C-Corp returns due, plus Q1 2027 estimated payment
September 15: Extended S-Corp and partnership returns due
October 15: Extended individual and C-Corp returns due
Missing a deadline can mean penalties and interest. We track these dates for our clients so you don't have to.
Common Questions
Do you only work with home care agencies?
No. We prepare taxes for individuals and businesses of all kinds, including retail, real estate, and service businesses.
I own a business. Can you do my personal return too?
Yes. We handle both and coordinate them so nothing falls through the cracks.
When should I reach out?
The sooner the better. Planning before December 31 gives you the most options to lower your tax bill.
Do you work with clients outside Indianapolis?
Yes. We're based in Indianapolis and work with clients across Indiana and nationwide, all virtually.
Ready to get ahead of tax season? Book a consultation and we'll build the right plan for you.