Business Services

Tax Planning- Indianapolis Tax Accountant

Tax Professionals Planning for Your Business’ Future

Tax planning is an essential element of the tax preparation process. Our team can help you plan for tax season by working to proactively identify opportunities for savings at the federal, state, and local levels. We evaluate available credits, abatements, deductions, deferments, depreciation opportunities and many other tax planning tools on a continuous basis. By making tax planning part of your overall business strategy, we can help you minimize both your current and future tax liabilities.

Recent Articles

5 Tax Surprises That Can Shrink Your Retirement Savings

by Daniel Kittell

Key Takeaways: RMDs become mandatory at age 73, and missing one can trigger a penalty of up to 25% of the required amount. A new temporary $6,000 deduction ($12,000 for joint filers) is available for taxpayers 65+ through 2028. Investment gains, pension income, and...

How To Avoid the 10-Year Tax Trap With an Inherited IRA

by Daniel Kittell

Inheriting an IRA might feel like a financial win, but the rules today are different than they were just a few years ago. If you’re not up to date, an unexpected tax bill could catch you off guard. Here’s what changed, and how to plan around it. Changes Made by the...

Will the IRS Take Your Tax Refund If You Owe Back Taxes? Here’s What to Expect

by Amanda O'Brien

If you owe back taxes and you’re expecting a refund this year, you might be wondering if the IRS will keep it. In some cases, yes. In others, no. Whether the refund reaches your bank account depends on several factors. If you have unpaid federal tax debt, the IRS can...