Services
We are your trusted tax preparation experts in Indianapolis. Whether you’re looking to file individual or small business returns, we can help. Our document process makes it easy to send documents so that we can get started on your return. Use our document portal or even our phone app. The firm serves Indianapolis and surrounding areas.
Tax preparation
* Retirement advice
* Manage strategies
* Answer tax- and finance-related questions
* Ensure compliance
* Tax planning
* IRS notices of filings due
* IRA RMD planning
OBJECTIVE
Our goal is to make tax preparation simple and stress-free for individuals and small businesses in Indianapolis. We’re here to guide you through every step, ensuring your taxes are done right, with maximum savings and peace of mind. Let us handle the numbers so you can focus on what matters most to you.
FOUNDERS
Jake Rothenbacher
Jake Rothenbacher, MPAcc.
Jake graduated from Butler University in 2017 with a Master’s in Accounting. With years of experience, he has served as a tax consultant at leading Indianapolis firms, specializing in optimizing both individual and business tax returns. His meticulous approach ensures clients maximize deductions and comply with regulations. In his free time, Jake enjoys traveling and cruising the Caribbean.
Carl J. Rothenbacher
Carl Rothenbacher, MBA
Carl graduated from Purdue University in 1993 with a Bachelor of Science and earned an MBA in Finance from Butler University in 2001. He has advised numerous clients on financial strategies. His dedication to client success is matched by his commitment to family life. In his free time, Carl can be found enjoying activities with his wife Grace and their four kids.
Reviews
“I came to Jake with a complex situation that my online filing software couldn’t handle. He dug in and worked through it, and things came out great!”
-Gary H.
Having Jake do our taxes has taken such a load off of us. We have been using his services for 10+ years, and have been very pleased with his professionalism. Besides taking care of our personal taxes, he has also done the tax returns for our small business and helped us get the IRS to treat our LLC as an S Corp. He performs the work promptly and is very pleasant to work with.
- Steve T
