Lafayette, IN Certified Public Accounting (CPA) Firm | Trust Page | Edward Opperman, CPA
Our firm IS very different and we would love you to experience what we do and how we do it.
We are different for a number of reasons—not the least of them is that we use well-defined processes; processes that our clients enjoy using.
We call one of those processes TRUST. We use TRUST with all our clients to really make sure we’re serving them well. And it is a process you can use right now to experience our firm for free.
The process is very simple:
Choose from one of three available TRUST templates; if you are a business owner, select our Business template; this template focuses on general business issues. Choose Financial Planning if you're interested in investments, wealth protection, retirement planning and estate planning. Or choose Individual if you have income tax, investment, insurance protection, savings or debt management needs.
You'll be taken to a login page, where you'll be asked to submit some details and create a user name and password for yourself. Your user name can be anything you choose; your password needs to be 6- 10 alphanumeric characters.
As long as your user name is unique across all TRUST users, you'll be taken straight to the TRUST assessment of your choice.
Once you've finished working through the assessment, click on Logout. We will then send you the report that TRUST generates as a result.
Enjoy the TRUST experience!
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.