Our Services

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

Estate Planning Tips to Keep Inheritance Safe for Heirs

Estate Planning Tips to Keep Inheritance Safe for Heirs

Contrary to popular belief, estate planning isn’t just for the wealthy. Your estate includes everything you own, and it’s worth taking the time to plan for what will happen to it. Below we’ll go over steps you can take to be sure your money and assets are kept safe...

Connect with Your Advisors

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

How can we help?