si Services - Haney CPA and Financial Group | Indianapolis

Services

Haney CPA and Financial Group provides a wide range of professional services to both individuals and businesses:

  • Tax Preparation and Planning
  • IRS Representation
  • Government Notices
  • State and Local Taxes
  • Financial Statement Reporting
  • Tax Audit Services
  • Multi State Tax Returns
  • ‘Catch Up’ Tax Returns
  • Litigation Support
  • Estate, Trust, and Gift Planning
  • Business/Management Advisory Services
  • Strategic Planning
  • Payroll Processing
  • Accounting
  • QuickBooks Consulting
  • Financial Planning
  • Investment Advice
  • Wealth Management/Preservation
  • Retirement Planning
  • Business Succession Planning
  • New Business Set-up
  • Asset Allocation
  • Investment Advice
  • 529 Plans
  • Account Set-Up/Account Transfers
  • Quarterly Investment Statements
  • 401K or IRA set-up
  • Legacy Planning
  • Continuous Review of Asset Activity
  • Investment Evaluation
  • Risk Tolerance Analysis