Taxes

Tax Planning & Preparation for Businesses & Individuals

We are the experienced, local tax experts equipped to assist with your tax filing and tax-related issues. Whether you’re in need of end-of-year tax preparation or need year-round support, we’re here to help. 

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Dedicated

We are committed to providing the very best service and support. If you’re a taxpayer in the state of Indiana and you require a financial advisor, tax planning expert, estate planning aid, or tax compliance assistance, you’re in the right place. We help individuals and businesses across Indiana find the right financial plan. Work to understand your existing tax liability, or make tax planning decisions that will prepare you for financial success.

Experienced

Our team brings over 25 years of tax and accounting experience. Our decades of experience serve to benefit our individual and business clients. From estate tax decisions to state tax navigation, we’ll connect you with a tax preparation expert or financial advisor who can help you navigate current market conditions and make effective tax decisions.

Professional

We work tirelessly to ensure every client feels respected and satisfied. We prioritize professionalism and work to ensure that we represent you with the utmost respect. As you navigate investment risks, up your retirement contribution levels, or invest in mutual funds, we offer our professionalism to each taxpayer we work with. Build your taxpayer savings portfolio or work on your return with professional, effective tax preparation services in Indiana.

Secure

Your confidentiality, trust, and informational privacy are a top priority. Our investment advisory and tax planning in Indiana are here to safeguard your information, whether it’s on estate tax or it concerns the performance of the portfolios. We maintain your financial and document security to help you hit your financial goals and maintain good financial health.

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Tax Prep Accountants Indianapolis Indiana

Spare the time and headache by allowing us to take care of your taxes this year.

Year-end tax preparation is often confusing and time-consuming for both individuals and businesses. It’s also essential to get them done right and on time. While tax preparation services aren’t free, you may lose a portion of your money by missing out on important deductions and exemptions. Naturally, the system makes it harder to get the most from your federal income tax which is why it often makes sense to have tax experts on your side.

An Indiana taxpayer can save both time and money by working with tax pros and partner organizations. On top of the time savings by having a certified professional handle things, we ensure everything is filled correctly, which prevents many issues down the road such as state tax consequences.

Tax Filing & Planning Indianapolis Indiana

Year-round or end-of-year, we've got Hoosiers covered.

Across the state of Indiana, individuals reach toward their personal goals, business owners adjust qualified withdrawals, and growing brands pay taxes on the value of units that they ship and sell. Each of these occurrences leads to unique tax planning and tax filing circumstances. For some, tax filing can be overly stressful and inefficient, contingent upon certain credits and payments you might not even know exist.

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Pattar & Co. CPA is here to help with our diverse financial services.

Filing your taxes has never been more burdensome with work from home, multiple sources of income, gig work, etc. We live and breathe taxes every day, and you can rest assured knowing that we’re fully aware of accounting or economic trends, local tax laws, and any changes to the tax filing process each year. Whatever your situation, small or large, we’ll do everything we can to ensure that this tax season is the easiest you’ve had. 

Tax Planning & Preparation Services

Here are a few ways we can help with your taxes.

At Pattar CPA, we offer a wide range of services from small business tax planning to estate tax return preparation. Whether you need aid with administrative services, scholarship funds, state benefits, or other services unique to your specific circumstances, contact our office to see how we can help you hit your financial goals.

Business Tax Returns

Small businesses can find a trusted local partner in Pattar CPA. Many small business owners may not be familiar with filing as a business for the first time. However, both first-time business filers and seasoned small business owners can benefit from the assistance of expert assistance. If you’re a business owner in the area and you’d like to learn more about our advisory services, wealth management tips, and business finance aid, reach out to our certified public accounting firm today.

Partnership & Corporate Tax Preparation

When operating a partnership, filing taxes at the end of the year can be confusing. Our experts will help you accurately file partnership tax returns. Corporations are taxed differently than proprietorships and partnerships, thus, completing corporate tax returns can be tricky. As a business owner, you want to ensure you maintain tax compliance with the IRS and the Indiana Department of Revenue. From income tax to pension plans and social security benefits, we can help you navigate employee benefits and corporate tax prep with peace of mind.

Individual Tax Preparation

Tax preparation can be tedious and difficult for single and joint filers. Let us know what you’re having trouble with, and we’ll take care of the rest. Taking care of your yearly tax preparation shouldn’t be something that you dread every year.

Gift & Estate Tax Return Preparation

Figuring out if you owe taxes from gifting assets can be a hassle. As such, it’s essential to know which forms you may need to fill out at the end of the year. The Pattar team knows which forms to use and how to cut down your taxes as much as possible.

Estate and Succession Planning

It’s best to be prepared. The Pattar CPA team can help you plan the division of your estate to loved ones. If you’re looking for a qualified, experienced local accountant, we are the team to help get your assets in order while making the entire process as seamless as possible. Our estate planning services are here to help you navigate estate tax and probate estates with relative ease and make effective investment choices.

Out-of-State Returns

If you’ve relocated, there may be differences in how your taxes are filed here compared to your previous state. It’s recommended best to have tax experts help complete complex tax returns. We know the processes and can help you file tax returns over multiple states, whether you claim an Indiana state income tax credit or you have services split between the Indianapolis area and the District of Columbia.

Startups & Self-Employed Taxes

If you have a new startup or are a solo business owner, you may not be sure what you can and can’t take advantage of when filing your taxes. Working with a tax professional will ensure your taxes get filed the right way with a maximized return. Maximize tax efficiency by working with tailored financial planning services designed to meet your unique needs.

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FAQs

Frequently Asked Tax Questions

Depending on your situation, you may be perfectly capable of filing your own taxes. We’re here for you for those with more complex financial planning or tax situations or those who simply prefer to have the work done for them by a highly qualified professional. While, typically, the cost is much lower doing your taxes yourself, the lost returns you may miss out on simply by not knowing all the exemptions and programs you qualify for could equal a more significant cost in the end. Whether you need general tax preparation services in Indianapolis or you’re interested in financial planning in Fort Wayne, we offer diverse financial services and years of experience.

It’s easy to overlook essential tax details or make mistakes. Tax mistakes are often made throughout the year and the end-of-year tax preparation process. The Pattar team will examine your entire fiscal year’s records to fix any mistakes that you may have made. We’ll even analyze your past years’ financial statements as needed. It’s essential to ensure complete tax accuracy year-round for legal and business purposes. Our years of experience with tax planning in Indiana and general financial planning can help you navigate mistakes on previous tax returns with amendments and appropriate documentation. Our tax preparation assistance services are here to help.

There is no more important time to have a CPA or tax professional by your side than when facing an audit. You don’t want to go it alone with so much on the line. We’ll ensure everything is explained and that all requirements are fulfilled, so things go as smoothly as possible. Leverage our years of experience with financial planning and audits to make the most appropriate financial decisions for yourself or your business. Our tax services and financial planning aid can help you understand why you’re being audited and perform suitable analyses and reorganizations to help you meet your accounting needs.

We first need to understand how we can help to provide personalized services for you. Don’t hesitate to get in touch with us for an accurate quote for your tax preparation needs. Whether you need assistance with filing your tax return or year-long management, we’re here to help. Contact us to learn more about tax services and tax preparation fees that may impact you when it’s time to fulfill your tax preparation appointment or discuss federal tax returns. We look forward to speaking with you digitally or at our local office.