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Are you ready for this tax season? Let us help you prepare!

Tax Organizer

  • We have mailed out a letter along with our 2021 tax organizer. Expect one in your mailbox early next week.
  • Our tax organizer is also available digitally on our website. Visit:

Upload Your Documents Digitally

  • Save yourself some time, upload digital tax documents to our safe online portal
  • If you would like to be set up with a portal account, please call our office at 260-484-1673 or send an email to

Having a Plan is Important for a Stress-free Tax Season

As a way to add continued value to the services we provide to you, we wanted to make sure you knew we offered a Fixed Price Agreement that includes all your Wealth Management Accounting services. This includes options such as:

  • Tax Reduction Planning – Implementing a strategy to help you create wealth
  • Asset Protection – Including Medicaid Spend Down Protection
  • Estate Planning – Plan for your assets to be protected and dispersed according to your will
  • Investment Management – Implement a Risk Ratio Strategy to protect your wealth

Our Fixed Price Agreement will provide you with access to our TEAM of Accounting, Tax, and Business Advice you will need for your Wealth Management Accounting services. For more information on the Fixed Price Agreement, please email or call us at 260-624-0490.