Tax Planning, Preparation & Consulting

The need to properly plan and constantly review your tax affairs has never been greater. Detailed evaluation and planning can minimize your exposure to tax implications, and Dunbar, Cook & Shepard can provide you with the solutions you need to strengthen your financial position.

Our recognized technical expertise is the result of extensive training as well as leadership roles in both state and national organizations. Our tax management team provides you with professional ability and expertise, superior technical and analytical skills, proven problem-solving experience and responsive, results-driven orientation.

We can advise and assist you with the following:

  • Business and Individual Taxes
  • Income Tax Planning and Projections
  • Estate and Gift Taxes
  • Family Business Succession
  • Personal Financial Planning
  • Pensions and Employee Benefits
  • Federal, state and local tax preparation and monitoring

Related Web Sites:

Internal Revenue Service
www.irs.gov

Indiana Department of Revenue
www.irs.gov/dor/

Indiana Secretary of State
www.in.gov/sos/