Contact
Let's talk about
your situation.
By appointment only — in Noblesville, Indiana, or remotely with clients in any state. Reach out, tell me what you're working through, and I'll map a clear next step.
14350 Mundy Drive, Suite 800-290
Noblesville, IN 46060
By appointment only
Send a message
Tell me what's going on.
Before you reach out
A few quick answers.
Do you work with remote clients? +
Yes — most of my clients are in Indiana, but I work with clients in any state. Remote clients get the same hands-on attention as the ones who come into the Noblesville office.
What size businesses do you work with? +
Everything from a single-owner service business to roughly $10M in gross sales. The sweet spot is a small, service-based business doing a few million a year that wants monthly bookkeeping and the owner's personal return handled by the same person.
Do you take on trusts or international returns? +
Not currently — I refer out complex trust returns and international filings, so everything I do take on gets full, personal attention.
What should I have ready for a first conversation? +
Nothing formal — a general sense of your situation is enough to start. Last year's return or recent financials can speed things up if you have them handy, but neither is required for a first conversation.