Expert Tax Preparation and Planning Services
Our Services
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When running a business, you have many tasks to complete, and your accounting is probably not at the top of the list. Many business owners and individuals are wanting to “outsource” the whole function to focus on business growth. Or perhaps you need to catch up on your financial reporting for your stakeholders. That’s where our services can compliment your needs.
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Our value proposition to you is to bring ideas and solutions to help minimize your tax burden. We focus on tax strategy, planning, projections and preparation services, with traditional compliance-based services but a commitment to providing proactive tax planning and consultation — before a transaction occurs.
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If the IRS is in contact with you, either for your company or personally, we can assist with resolution questions or issues such as IRS notices, conducting compliance checks, late or unfiled tax returns, establishing payment plans, or payroll and sales tax notices with our tax resolution services. We have experience in resolving matters with the Indiana Department of Revenue and Indiana Department of Workforce Development, as well. Don’t try to navigate the complexity of the government bureaucracy without some help on your side.
Meet David
David Winters graduated from Indiana Wesleyan University and holds a Business Degree, Accounting Degree and Masters of Business Administration degree completing his studies in 2008. He started in the insurance industry back in 1994 before moving to corporate retail in 1998 working in accounting and tax. He began his Public Accounting career in 2010 upon becoming a Certified Public Accountant.
His responsibilities include financial statement preparation and review, as well as preparation and review of individual and corporate tax returns, tax planning and other various accounting related tasks.
David and his wife Kendra, along with their two children, Grant and Hanah, attend West Bridge Church in Danville, Indiana. He is very active in his community including being a member of the Danville Rotary Club and the Danville Chamber of Commerce. David enjoys spending time with his family and reading.
