"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.

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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.

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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.

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ObamaCare: Travel and Coverage

ObamaCare Coverage Basics Navigating ObamaCare, also referred to as the Affordable Care...

The Affordable Care Act and Your Taxes

The Affordable Care Act (also commonly referred to as “ObamaCare” or the...

What is ObamaCare?

What is ObamaCare? The Affordable Care Act, often referred to as “ObamaCare,”...

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...

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