How to Make Estimated Tax Payments

Below you will find instructions on how to make your Federal and Indiana state tax estimated payments online. These instructions do not require an account to be set up.   Federal Filing Instructions Have the info from your previous year’s return handy to verify...

How to Pay Pass-through Entity (PTE) Taxes

What is the pass-through entity tax? “Gov. Eric Holcomb signed Senate Enrolled Act 2 into law Feb. 22, 2023, authorizing certain pass-through entities to voluntarily elect to pay tax at the entity level based on each owner’s total share of adjusted gross income. It is...

How to Use Our Secure Lockbox

A convenient option for your schedule. Our lockboxes offer an easy way for you to send us your documents securely during or after hours. For your convenience, we have lockboxes located in Brownsburg and at our Zionsville office. These lockboxes are checked by a Storen...

How to Access Your Client Portal

Upload and Download All of Your Client Documentation What is your secure Client Portal? The Client Portal is an online filing cabinet for all of your financial documents. Access all of your completed tax returns, statements, business reports and other financial...

How to Send Documents to Our Team

We offer 3 convenient options for you to securely send your prepared documents to our team (examples include: financial information, tax related documents, client forms, etc). Please submit information a minimum of 1 week prior to your scheduled appointment. For data...