Financial expertise that gives you clarity and peace of mind.

We assist individuals and small businesses in staying organized, compliant, and financially confident with accurate, stress-free tax preparation, bookkeeping and accounting.

Why choose us?

Detailed & Accurate Work
Fair & Transparent Pricing
Effective Communication & Support

Benefits

Your trusted partner.

I have 25 years of experience in Corporate Finance and Accounting. I am Certified Public Accountant (CPA) in Indiana. I also hold the Certified Management Accountant (CMA) and Certified Treasury Professional (CTP) designations. Whether you are an individual looking for tax return preparation or a small business looking for bookkeeping, tax preparation and advisory services, I have the skills and knowledge to help you reach your financial goals.

I use secure digital tools to collect and deliver information quickly and efficiently. We can collaborate in person or from the comfort of your own home.

Who We Are

Professional support for your tax and accounting needs.

What We Do

Bookkeeping

Monthly records, reconciliations, and financial statements you can rely on. We also assist with setup, perform cleanup or catch up work as well.

Tax Preparation

Tax preparation for individuals and businesses. Let us assist you in creating a stress-free tax season.

Let us remove the stress from your finances today!

Contact Info:

Email: info@pivotaltacpa.com

Phone: (812) 419-2008

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