Tax Planning

For over two decades, the Baker team has provided the tri-state area with reliable tax services.

It’s not just big corporations or high net worth individuals who need to develop game plans for taxes.  If you have a small business or intend to leave an inheritance to loved ones, you need a tax plan too.  Do you have a strategic plan?  What have you done?

With over 26 years in the industry, our tax planning consultants have the practical knowledge and experience to help your family or business.  None of us can predict the future, but the Baker team can help you be prepared financially.  By helping clients from Indiana, Illinois, and Kentucky plan for future tax liabilities, the Baker team can assist you in anticipating and adjusting expenditures.  This ensures clients can maximize use of their assets.

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
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