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Tax Preparation Services

Doing your own taxes could cost you money in the long run.

For obvious reasons, most Americans do not look forward to April 15th.  Not only are federal, state, and local taxes typically due by this date, but there is also a considerable amount of paperwork and planning required to ensure personal and business taxes are filled correctly.  Although doing your own taxes may save you the pain of paying an accountant, it could be costing you money in the long run.

Each year, the Baker team provides countless businesses and individuals throughout the greater Evansville area with affordable, timely income tax preparation services.  The company is qualified to prepare individual tax returns for federal and all states.  Baker’s tax team is trusted by companies large and small and also by individuals of all socioeconomic backgrounds.

Outsource Your Business’ Filing Processes to Baker

With a background in corporate finance, Jeff Baker and his team understand the importance of finding efficiencies.  Outsourcing some or all of your tax needs to the Baker team can yield significant value for your company.  Baker Retirement & Wealth Management, P.C. regularly works on C Corporation (1120), S Corporation (1120S), and Partnership (1065), and Limited Liability Company returns in Indiana, Illinois, and Kentucky.

Additional Tax Reporting Services

In addition to annual reporting services, Baker can also assist with preparation of fiduciary tax returns for estates and trusts (1041), federal estate tax returns (706), and Indiana state inheritance tax returns (IH-6).  For businesses, we also offer preparation of federal and state reports, including payroll, sales, motor fuel tax, and 1099 reporting.

Talk to a Tax Expert Today
Don’t let income tax preparation bog you down. Let our experience go to work for you.
Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Vanderbilt Financial Group does not provide tax or legal advice. Please consult with your tax and/or legal advisor regarding your personal circumstances. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures