Income Taxes and Bookkeeping


For Your Personal Income Tax Service

  • We are the #1 Tax Service in the area
  • We offer quick turn around and our fees are always less than the National Chains (H & R Block, Jackson Hewitt, Liberty...)
  • Returns are prepared by AFSP participants, click here to see why this is important.
  • Check out our 10 Reasons to why you should choose us as your tax professional.  
  • We strive to get you the biggest refund that the law allows.
  • We offer Protection Plus Audit Assistance and guarantee our work.
  • We have a no wait drop off service and you never need any money up front.

For Your Personal or Business Bookkeeping and Financial Management Needs

(Multi-State Availability)

Accounting and bookkeeping
Payroll services
Bugets and financial projections
Risk management
Business restructuring
Capital investment projects
Succession and retirement strategies

We take a personal interest in your personal and business needs and the daily challenges you face.


Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Looking for a way to cut costs for your business? As a Blue Coast Savings Consultant, I have access to assessment tools which will find cost reduction, without requiring any change in business structure or suppliers.  Look at our Business Savings Consulting page for more info.


Register Your e-mail Address to receive important announcements through Service PLUS!

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.


Three Locations to Serve You Better Or Call for an Appointment

                                                               Phone                            Hours

109 N East St         Winchester IN     765-584-5907 or          M-F 8-6  SAT 10-2


108 S Meridian St   Portland IN        260-729-7973                M-F 11-6

202 S Columbia St   Union City IN     765-969-3103               M-F 2-6

  All Other Times by Appointment