Taxes done right, by people who pick up the phone.

Individual and small business tax preparation, bookkeeping and planning for Hamilton County families and business owners.

What we do

Individual returns

W-2s, investments, rental property, side income. We look for every credit you qualify for.

From $225

Small business taxes

LLCs, S-corps and partnerships, including quarterly estimates and payroll filings.

From $650

Monthly bookkeeping

Clean books every month, reconciled and ready, so tax season isn't a scramble.

From $250 per month

IRS letters

Got a notice? Send us a photo. We'll explain it in plain English and handle the reply.

Free first review

What to bring

Use this checklist to gather your documents. Tap each one as you find it. Upload them all through the client portal when you're ready.

0 of 8 gathered

Our team

A small office on purpose. You'll work with the same person every year, and they'll remember your situation.

R

Ruth Halverson, CPA

Founder

Small business and S-corp tax planning.

D

David Okafor, EA

Enrolled agent

Individual returns and IRS representation.

M

Megan Lutz

Bookkeeping lead

Monthly books for restaurants and contractors.

Start with a free 20-minute consultation.

We'll tell you what your return will cost before you commit. 9500 Lantern Road, Suite 210, Fishers. (317) 555-0115.

Pick a time
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