Noblesville, Indiana · Consulting, taxes included
Beyond the tax return,
Advice has value.
I work alongside individuals and small businesses as a consultant- guiding you in turning data into decisions. Any CPA can manage tax filing and returns - I see them as details in a much larger picture.
"Tax is more than a once-a-year deadline. I handle the return, the filing, the notices — and make sure you actually understand what's happening. I will guide strategic choices throughout the year to minimize your tax duty and keep money in your pocket. "
Why NTM
Solve problems before they happen.
Clients come to me with years of accumulated tax debt stemming from poor guidance or a misunderstanding of tax obligations. I proactively act to minimize your taxes before they become a burden. I also believe you should know your accounting bill BEFORE contracting my services. At NTM, we keep billing transparent.
Proactive, not just compliant
Longer, more attentive meetings — not a rushed once-a-year appointment — Advice happens before deadlines, not after.
A candid second opinion
You make the call — my job is to hand you a clear picture and advise when choices do not align with financial goals.
A complete picture: you, your business, your family
Bookkeeping, the business return, and the owner's personal return, reviewed together — because that's how the money actually moves.
Right-sized attention
From simple individual returns to established businesses generating millions in revenue. Cases are handled personally — not handed off to a preparer you've never met.
What we do
Six core engagements.
Choose the service you need today, or allow me to act as your complete financial controller throughout the year.
Individual Tax Prep
From the simplest return to a household with real complexity.
Business & Entity Returns
S-corps, partnerships, and C-corps — prepared by someone who knows the business.
Bookkeeping & Financials
Clean, current books and a monthly close, so you always know where things stand.
Payroll Coordination
Works alongside ADP, Paychex, or any program you already use.
Tax Planning & Advisory
Proactive strategy built during the year, while there's still time to act.
IRS & State Representation
Notices, audits, and resolution — including POA setup with the IRS and INTIME.
Let's talk
Work with someone who cares.
By appointment, in Noblesville or remotely. Tell me what you're working through and I'll map a clear next step.