Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.
What Our Clients Say...
FREE Tax or Financial Consultation
“Edward Opperman, CPA, genuinely focuses on making my business more profitable by helping us take advantage of new tax incentives. At the onset of our relationship, he restructured our business to reduce our overall tax burden. Each year, he develops a plan for reducing our tax burden and “quantifies” that savings for us each year."
-Eric Holt, President, Residential Design Services
Get a FREE initial consultation for your business, non-profit organization or personal household. Let us evaluate your payroll needs, assess your tax problems, or audit your financial statements.
To schedule an appointment, simply call 765-588-4335 or submit a request through via our Tax Consultation form. We would be pleased to earn your business.