We have used Scott for over 10 years. I thought that our old guy was great. But, Scott showed us…read morethat he cost us over $20,000 in lost taxes. We could have really used that money. Fast, accurate, easy to work with, and reasonable prices.

Very helpful. Went in to discuss a new business tax needs and left with a much greater knowledge of…read morewhat I need to do this tax season. I came a few minutes early for my appointment and they took me back right away. Super friendly and kind. 10 out of 10

Great tax service! They explain everything and review everything. They want to make sure you know…read morewhat they're doing and make you feel that it's ok to ask questions. I was referred here by a friend and now I refer mine. Excellent place!

I'm glad I asked for recommendations for a tax service on Next Door. Brad had 5 stars and was close…read moreto our house. He did an awesome job! I dropped off all my paperwork and it was ready in just a few days. He is very reasonable and I got my refund in a couple weeks. I will be taking my taxes to Brad ever year!

I have worked with Brad for many years. He is patient and detailed working with taxes and financial…read morepaperwork. He is very knowledgeable and able to give guidance to difficult and stressful tax issues. I have put him to the test on many tax issues and in the end able to successfully complete my taxes. He promptly answers all my questions. He is an expert in his field.

Hayley is amazing at doing my taxes! She is reliable, honest, friendly l, and most of all…read morehelpful!!! She always answers all of my questions (which I have a lot sometimes). She gives me great ideas on how to make tax season easier for myself since I have a business. I won't go to anyone else for my taxes!

Professional office setting - Accountant Hayley did an amazing job - Her knowledge base is…read moreoutstanding.

Brenden has been managing my family assets for over 5 years. His performance during the pandemic…read moreoutperformed expectation. Truly ahead of the curve at every turn!

From the owner: Beaumont Financial Partners est. 1981: Your Gateway to Institutional Asset Management!…read more Contact: bking@bfpartners.com Minimum Investment: $500,000 Custodians include: #Fidelity Investments, #Charles Schwab, #Morgan Stanley Looking to maximize your wealth but feel stuck in the public market cycle? At Beaumont, we believe families deserve access to the same investment opportunities as Wall Street Giants. We're a Fee-Only Registered Investment Advisor offering a comprehensive approach to wealth management, including: Asset Management: Expertly crafted portfolios combining public markets with exclusive Private Investments like Private Equity, Real Estate, and Credit. Tax Planning: Strategies to minimize your tax burden and keep more of your hard-earned money. Financial Planning: A roadmap to your financial goals, encompassing retirement, estate planning, and budgeting. Why Choose Beaumont? Unlock the Potential of Private Markets: Access investments previously reserved for institutions, achieving true diversification. In-House Expertise: Our team of Institutional Asset Managers handles your investments directly, ensuring personalized attention and control. We are the architects of your financial future, not outsourced order-takers. ️ Data-Driven Decisions: We go beyond the surface with proprietary models, economic forecasts, and in-depth analysis to manage risk within your portfolio.

If you're looking for a CPA, Tom Long and his team are the best in the business. My only regret is…read morehaving gone to any other CPA firm prior. Grateful to have him in my corner for all things taxes, business, investments!

Ww have used Long & Associates for approximately 15 years. Many of my family members, as well as…read morefriends use them as well. Tom Long, as well as his staff are wonderful. I wouldn't consider using another accounting firm. LOVE LONG & ASSOCIATES!

NSO is by far the BEST CPA firm out there!…read more Nina and her team are fabulous!! All of the staff are so professional and everything is done electronically so it's super easy to get them all of your documents! I'm so thankful I found them back in 2016 when I started my own business! They are so knowledgeable and very helpful!! They are conveniently located in Fishers, but like I said, everything is done online though the client portal! 5 stars!!!

Services provided by Nina were overpriced & time consuming. Lost months working with these people…read more I sent RFQ in Oct 2020 for three years of tax business & my returns didn't get completed until mid April 2021. At this point I decided to take my business elsewhere because I needed the money urgently for family matters. I went to H&R block and they offered to beat her pricing, met with me in person the next day after having phone discussion, & got the same work completed Nina quoted me done in ONE DAY. Initially my communications explaining the details related to my tax situation were with Nina exclusively. Shortly after getting my commitment for business she became completely detached from the conversation, & handed me off to her assistant who seemed overworked & short in her communications. It was quite difficult having to re-explain the same details to the two of them who never seemed to be on the same page on matters pertaining to my tax situation. Nina's team never offered to meet in person & by the time they finally got everything completed I had moved onto someone else. After having not filed the taxes she sent me an invoice saying I was 60 days late on pmt, and then sent emails with threatening undertones of lawsuits to get paid for the low quality work & insulted my character.

Heather showed me how to use QuickBooks for my small business something I have put off for years…read morebecause I felt it was too daunting. She made it very easy to understand by walking me through my needs and showed me things I didn't know I needed but will make the life so much easier. She is very thoughtful, considerate and open to questions! Highly recommend Heather!

She did a Zoom meeting with me and helped me understand more about how Quickbooks online works and…read morewhat other features i could be using inside my business. I appreciate the time and hints on using it effectively so i can concentrate more on building my business, not just counting beans ;)