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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

Smart Moves to Make with Your Tax Refund

Smart Moves to Make with Your Tax Refund

Whether you’re working with a robust tax refund, a work bonus, or an inheritance of some kind, here’s a list of positive moves to make with that windfall. Evaluate Your Debt There’s “bad” debt and “good” debt. Good debt is an investment that will grow in value or...

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...

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

How can we help?