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Individual Accounting Services

Individual Tax Service Designed for Busy People

Our Individual Accounting Services are designed to help busy families manage their finances and grow their wealth with confidence and peace of mind. We provide individual tax planning, tax consulting and income tax preparation, as well as estate planning and estate trust preparation and planning. Our personal services are designed to work together with our business services, allowing us to partner with clients and coordinate their business and personal lives in order to meet all their goals.

Recent Articles

How to Prevent Tax Identity Theft

How to Prevent Tax Identity Theft

The start of a new year is a time for fresh starts and new goals, but it’s also the beginning of the oft-dreaded tax season, which means Tax identity thieves are on the lookout for information they can use in order to create fraudulent tax returns. Here are some tips...

Essential Year-End Tax Tips

Essential Year-End Tax Tips

As the clock winds down to the end of the year, there are a few last-minute money moves to make in order to lower your tax bill. Maximize Your 401(k) and HSA Contributions While tax deductible contributions can be made to traditional and Roth IRA accounts until April...

Connect with Your Advisors

Daniel L. Kittell, CPA - Accountant Indianapolis
Peter A. McAllister, CPA - Accountant Indianapolis
Stephen E. Reed - Accountant Indianapolis
Jean A. Miller - Accounting Manager
Amanda O'Brien - Staff Accountant
Tiffany M. Evans - Staff Accountant

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