Tax Preparation Services for Individuals and Businesses

Accurate and thorough individual tax preparation and business tax preparation services for individuals and families. Whether your return is straightforward or involves investments, rental income, or self-employment, Diane manages every aspect of the return process with expertise. 

We offer federal and Indiana state income tax returns for W-2 employees, retirees, self-employed individuals, and those handling investment income and rental properties, including Schedule C filings. Our remote preparation services are available — simply mail or drop off documents, and e-sign electronically. Additionally, we provide nonprofit accounting services to support organizations in navigating their financial needs.

Our business tax preparation services cater to small businesses of all structures, including sole proprietors, partnerships, S-corporations, C-corporations, and LLCs. Our experienced team ensures that we capture every legitimate deduction while keeping you fully compliant. We handle various forms such as Schedule C, Form 1065, Form 1120, and Form 1120-S. Additionally, we offer individual tax preparation and nonprofit accounting services, providing dedication to deduction review and tax planning guidance. With decades of experience serving Northeast Indiana small businesses, we are here to support your financial needs.

Reliable payroll processing and business tax preparation for small businesses. Diane manages the calculations, filings, and deadlines so you can concentrate on running your business — without worrying about payroll compliance. Our services include payroll processing and paycheck calculations, quarterly payroll tax filings (Form 941), annual W-2 and W-3 preparation and filing, as well as state and federal payroll tax compliance. We also offer individual tax preparation and nonprofit accounting services to ensure all your financial needs are met.

Fiduciary income tax returns and estate tax services are handled with care and precision. Diane understands that estate and trust matters often arise during difficult times, bringing both technical expertise and personal sensitivity to every engagement. We offer business tax preparation and individual tax preparation, ensuring that all aspects of fiduciary income tax returns for estates and trusts are addressed. Our services include estate tax return preparation, coordination with attorneys and financial advisors, and guidance for executors and trustees. In addition, we provide nonprofit accounting services, catering to a broad range of financial needs.

Diane offers comprehensive nonprofit accounting services, including Form 990 and 990-EZ preparation, to assist nonprofit organizations in maintaining their tax-exempt status. She ensures that nonprofits comply with reporting requirements, focusing on business tax preparation and meeting the needs for individual tax preparation as well. Additionally, Diane provides support in nonprofit bookkeeping, financial statements, and helps with board reporting and donor transparency, ensuring organizations are accountable to both donors and regulators.

Organized, accurate bookkeeping to keep your business on solid financial footing, including business tax preparation and individual tax preparation services. Whether you need monthly bookkeeping or year-end statements, Diane provides reliable, CPA-quality work. She also offers nonprofit accounting services to cater to your unique needs.

Monthly and quarterly bookkeeping

Income statements, balance sheets, and cash flow statements

Year-end statement preparation

QuickBooks support and cleanup