As CPAs, all of our wealth-planning advice is rooted in effective tax planning. As a result, we take a proactive approach to finding tax deductions and creating tax-advantaged solutions. Our tax-planning process includes:
Many of our clients value the fact that we also provide accounting services through our partner firm, Sherman & Armbruster, LLP, all under one roof. Regardless of who you use for your tax preparation services, we will always be mindful of the tax implications of your wealth portfolio.
Despite political upheaval in Washington, D.C. and a decline in
609 Treybourne Drive, Suite B
Greenwood, Indiana 46142
Phone: 317-881-6670 (press 2)