Individuals and businesses can rely on us for high-quality Tax, Accounting, and Financial Planning Services.

work with your local and Combat veteran-owned tax company in lafayette, in and surrounding areas


Indiana-based Tax Consulting Experts

Today, many people find themselves inundated by a constant stream of financial news from cable/satellite television, radio, and the Internet. The truth often is that the “old-fashioned” practices, such as periodic financial reviews, lead to greater success in the long run.

 

A financial advisor can give you a better idea of how to meet your goals. . People often see their financial plans as fixed in stone. You don’t want to wander too far away from your goals—but goals change. As your goals evolve, your plan must change too. Life changes can affect your financial goals as much as market changes. You may get a new job, enter a new tax bracket, or buy a home. You may have a baby or get a divorce. You may hear a hot stock tip—or warning—that you want to act on. You may decide to file for Social Security at the minimum age or postpone filing until the maximum. Here’s the truth: There’s no way to predict what mix of assets will return 10 percent a year for the next decade. But you can build a plan that accounts for the different scenarios that life could throw at you


For more information about the most reputable finance advisor near you, contact us today!

Tax & Financial Service Companies Near You

Tax and Financial Consulting Experts in Lafayette, IN

Accounting that just makes cents


Tax Preparation

Tax season is critical for making sure your financial situation is secure. Our professionals understand the tax code and will work to account for all of your income streams, tax-deductible expenses, and more.


Bookkeeping

Small business owners rely on proper bookkeeping practices to make sure they can effectively monitor their expenses. Family Tax professionals will give you a clear view of your business's income and expenses.


Accounting

Family Tax accountants will work to ensure you have a full understanding of your business's financial health, including an in-depth analysis of your profits, losses, expenses, and more.

Our Financial Services

Financial Services in Lafayette, IN

Choosing a financial advisor can be tough. Experienced accountants and advisors from Family Tax and Financial Services have over 25 years of experience providing the state of Indiana with reliable and professional advise for every situation. As we expand nationally, we work to ensure all of your needs are accounted for, offering the best advice for your specific situation.


We provide reputable solutions for a wide array of community members, including:


  • Small Business Owners and Farmers: Accounting and risk management are critical for long-term growth, security, and success. FamilyTax experts can help small business owners get their ideas off the ground safely.


  • Individuals: Families and individuals can benefit from a finance professional that can assess your income, expenses, and other issues to make sure you are making the best decisions possible. Whether your goal is increasing your net worth or providing for your family, our experts can help you.


  • Those looking to file for their taxes: Tax season is one of the most stressful times of the year for many Americans. Family Tax will make sure all of your income streams are accounted for, and that you file all of your expenses properly.


For more information about our services and who we work with, contact our experts today!

Who We Work With

Financial Services in Lafayette, IN

When you are looking to protect your future, making the most of your money and protecting your assets is critical for long-term health. We have the knowledge and experience to provide insights into any financial situation. If you are looking to keep your taxes low and invest in the future, the experts at Family Tax & Financial Services are here to help.


We have years of experience helping communities throughout the state of Indiana get the most out of their hard-earned money. We work with individuals, families, and businesses alike to make sure their financial health and future is secure. For more information about our services, contact our specialists today.

Indiana Tax and Financial Services

Tax and Financial Services in Lafayette, IN

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  • Lafayette
  • West Lafayette
  • Dayton
  • Bar Berry Heights
  • Shadeland
  • West Point
  • Mulberry
  • South Raub
  • Montmorenci
  • Monticello
  • Crawfordsville
  • Whitestown
  • Lebanon
  • Attica
  • Zionsville

Areas We Serve

We Work with the Best Clients

Five Stars

Jim H.

I highly recommend Kevin for tax preparation. He is knowledgeable, responsive, and a fun person to work with. As a first-year business owner, I had no idea what we needed to do from a tax preparation standpoint. Kevin took the time to explain what we needed to do going forward to make our 2021 tax season a lot easier. I will be referring a number of my friends, family, and co-workers to Kevin Grant. Give him a try, you won't be disappointed...

Five Stars

Reuben P.

Kevin Grant has been our tax preparer for several years. He is thorough, always checking and double-checking figures. He does all of this in a very congenial manner. We highly recommend him to people who are looking for a competent person to prepare their taxes.

Five Stars

Jimmie K.

Calling around to find a tax person is stressing enough when you really don't know what you're doing or looking for, but Kevin was very helpful and explained everything out right over the phone and made it easier to figure things out. Working with him in the office he really showed that he does care about what would be right for your particular situation. I'm definitely going back every year and also have told people about his help. Thanks Kevin.

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