Southern Indiana CPA for Individuals & Small Businesses
Personalized tax, accounting and bookkeeping services from an experienced CPA who takes the time to understand your goals and financial situation.
25+ Years of Experience | CPA | CMA | CTP
Proudly serving individuals and small businesses throughout Southern Indiana, the Louisville metro area and beyond.
Tax & Accounting Services With a Personal Approach
Tax and accounting shouldn't feel overwhelming. At Pivotal Tax & Accounting, you work directly with an experienced CPA who takes the time to understand your situation, answer your questions and provide practical guidance.
Whether you need help preparing your individual tax return, managing the books for your business, handling payroll or developing a tax strategy, our goal is simple: give you accurate information and clear advice so you can make confident financial decisions.
Credentials
Certified Public Accountant
Certified Management Accountant
Certified Treasury Professional
Why choose Pivotal Tax & Accounting?
Direct access to CPA
Work directly with an experienced CPA who understands your situation.
25+ Years of Experience
We bring more than two decades of accounting and finance experience to your tax, bookkeeping and business decisions.
Clear, practical advice
We explain your options in straightforward language so you can make informed decisions.
Transparent Pricing
Know what to expect before work begins. You'll receive a quote upfront based on the scope of the work.
Individual Tax Preparation
Professional preparation of federal and state tax returns for individuals, families and other taxpayers.
Business Tax Preparation
Tax preparation and planning for sole proprietors, LLCs, S corporations, HOA and Condo Associations and other small businesses.
Bookkeeping
Accurate, organized bookkeeping that helps you understand where your business stands financially.
Payroll
Reliable payroll support and payroll tax compliance for small businesses.
Tax Planning
Proactive strategies designed to help you plan ahead and make informed tax decisions.
Small Business Accounting
Financial reporting and accounting guidance to help you understand your numbers and make better business decisions.
”The entire process was smooth and hassle-free. I submitted my documents through the portal and never had to leave my couch. It was so nice to sign everything electronically.”
- Clarice T.
”I liked having direct access to a CPA throughout the process. I didn’t have to explain my situation to an assistant, then have it passed along. I worked directly with someone who understood my questions.”
- Brian M.
”Mike was very knowledgeable and asked questions to better understand my situation and explain the recent changes to taxes on overtime.”
- Joyce G.
”Impressed with the efficiency and professionalism. The entire process was smooth and hassle-free.”
- Sharon R.
Testimonials
”My former CPA required me to bring in all documents to their office. It was so nice to be able to upload everything through the portal instead.”
- Jeff L.
”Mike helped me setup my books and create a process for estimated tax payments and sales tax payments for my small business.”
- Chloe S.
