"The Baker team offers two decades of experience in providing tax, accounting, and financial leadership."

Businesses and families rely on Baker Retirement & Wealth Management.

Tax Services

For years, Baker Tax has been known in the community for providing professional tax and accounting services. We help with a variety activities, including: tax planning and return preparation, tax consulting, small business bookkeeping, payroll support, and consulting on 1031 exchange rules (“like-kind” exchanges).

We have many tax clients throughout Indiana, Illinois, and Kentucky, including: Evansville, Newburgh, Jasper, Boonville, Mt. Vernon, Henderson, Owensboro, and beyond.

Read More


Fear of the unknown can cause significant stress in your life. By combining a variety of insurance products, you can reduce the stress and increase your peace of mind. The Baker team is pleased to offer its clients a mix of insurance products aimed at helping achieve these goals.

Life insurance, long-term care insurance, and disability coverage are a few of the ways we can help. Learn more about the insurance products we can offer your family or business.

Read More

Wealth Management

To learn more about Baker Retirement & Wealth Management, P.C.’s financial management services, please visit our dedicated website bakerretirement.com. By clicking on the link, you will be taken to a separate website that discusses these services.

Visit Now >>

News Feed

1031 Tax Exchange: Properties

Ready to embark on a 1031 journey but not sure where to start? The professionals at Baker...

Like Kind Exchange Rules

How Many Days Do I Have to Complete a 1031 Exchange? When planning your like kind...

1031 Exchange Basics

1031 Exchanges: What Should I Do First? Good communication is essential to properly...

When is a 1031 Exchange Not Right for Me?

Section 1031 Exchanges & You Under the appropriate circumstances, a section 1031...

1031 Exchanges & Qualified Intermediaries

Qualified Intermediaries 1031 is a section of the Internal Revenue code which...

1031 Exchanges & Farming

1031 Exchanges, The Family Farm, & You There are several reasons why farmers may want...

1031 Exchange Rules & You

Is a 1031 Exchange Right for You? If you’re considering a 1031 exchange, it’s...

[Whitepaper] Reduce Taxes When Selling an Asset

Reducing Taxes on the Sale of an Appreciated Asset Selling real estate for a profit can...

1031 Exchange Real Estate: What Qualifies?

1031 Exchange Real Estate 1031 is a section of the Internal Revenue code, and it...

Review Us on Google+

Review Us on Google+ When you go to search for a local business, what do you do...

© 2015 Baker Retirement & Wealth Management, P.C.