Services

Tax expertise. Plain answers.

Tax planning, tax return preparation, and the accounting that supports it — for individuals, businesses, trusts, and estates across Southern Indiana. Every return is prepared and reviewed by the CPA who knows the file.

01

Tax Planning & Preparation

Planning built around your entity and your year, and the return prepared by the CPA who knows the file.

  • Tax planning built around your entity and your year
  • Tax return preparation: individuals, partnerships, trusts, estates, corporations
  • Year-end projections, quarterly estimates, and entity selection
  • Federal and Indiana filings, for both prior and current years
02

Accounting & Financial Reporting

The accounting behind the return, so the numbers you report stay consistent with the numbers you file.

  • Accounting software setup, migration, and team training
  • Bookkeeping kept current through the year
  • Internal reporting: the statements and schedules you run the business by
Beyond tax and accounting

Deeper business-finance work, through King & King Advisory Group.

Bookkeeping, controller, and fractional CFO engagements are delivered by our parent firm, a separate practice engaged only if you choose to. Ask about it at any point. It never changes the tax and accounting work we do for you.

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How we work

A measured process, from first call to close.

01

Confidential consultation

A private, no-obligation conversation about your goals, timeline, and the nature of the business. Nothing is shared externally.

02

Scope & preparation

We define the engagement, gather materials, and put the records in order before any recommendation is made.

03

The work itself

Returns, statements, and the supporting schedules — prepared by the CPA who scoped it, with review built in.

04

Review & next steps

You get the numbers in plain English, the reasoning behind them, and a clear list of what to do next.

Start here

Facing a complex return, a notice from the IRS, or a change in entity structure?

Initial consultations are confidential and complimentary. Tell us where the business stands and we will tell you plainly whether we are the right firm for it.