How to Pay Your Taxes for an Extension

Below you will find instructions on how to make your Federal and Indiana State Extension payments online. These instructions do not require an account to be set up. Please note that Extension payments are the taxes you pay when you have extended the time to file your...

Investment Forms

These forms are intended to be used by our investment clients or those seeking an investment consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Investment...

Business Services Forms and Resources

These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call. Services and Pricing 1099 Request Form Starting a New Business Checklist...

Our office is closed on these days…

Our office will be closed on the following days… Please visit our contact us page for current office hours and contact information. Click here for more info. 2026 January 1/1 1/2 1/19 April 4/17 – 4/20 May 5/25 June 6/19 6/26 – 6/30 July 7/1 – 7/5...