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

Could the Coronavirus Lower Home Prices? Well, Maybe.

Could the Coronavirus Lower Home Prices? Well, Maybe.

Since early March, the COVID-19 pandemic has been making a substantial financial impact on millions of people across the country.  With 22 million jobless claims in just one month and a slowly moving economy, many homeowners are left wondering if their properties will...

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...

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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