Individual Tax Services

List of Services

INDIVIDUAL PACKAGE 1

Description of Service
This package is the base package which is more than just a tax return preparation. It includes an annual meeting to discuss potential tax savings once the client provides current year data.
Services Provided
* Individual Tax Return Prep
* Individual Tax Planning
* Estimate Reminder Service

List Item 1
INDIVIDUAL PACKAGE 2
Description of Service
This package takes Package 1 and adds on a service which bases your tax estimates on more current data. For the last three estimates of the year, client provides current data on income and deductions. Estimates are based on this data.
Services Provided
* Individual Tax Return Prep
* Individual Tax Planning
* Individual Tax Estimates

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INDIVIDUAL PACKAGE 3
Description of Service
This package takes Package 2 and adds on audit protection. Audit protection service allows you to prepay for any potential notices or auditsw which may arise in the future for this tax year.
Services Provided
* Individual Tax Return Prep
* Individual Tax Planning
* Individual Tax Estimates
* Audit Protection

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ALA CARTE MENU
* Individual Tax Return Prep
* Individual Tax Planning
* Individual Tax Estimates
* Arrange for Payments of
Estimates
* Estimate Reminder Service

List Item 4

Want more information?

(812)-883-6938

906 W. Mulberry St

P.O. Box 225

Salem, Indiana 47167

Latest news

EPLI- What every growing business should know! Part 4

July 9, 2026

Why Growth Increases Employment Risk A business with two employees may feel easy to manage. A business with ten employees needs more structure. A business with twenty employees needs even more consistency. Growth creates more decisions. More decisions create more chances for confusion, conflict, or claims. As a business grows, employment practices can lag behind. The company may add people before updating job descriptions. It may promote a team member into management before training them. It may handle performance issues differently from one employee to another. These gaps are common. They do not always mean the owner is careless. They often mean the business is busy. But employment claims often focus on process. For example: Was the rule applied the same way for everyone? Was the employee warned? Was the complaint reviewed? Was the hiring process fair? Was the manager trained? Was the decision documented? A clear process is easier to defend than memory. The Equal Employment Opportunty Commission advises employers to train managers and employees on equal employment opportunity laws, establish neutral and objective criteria for employment decisions, and monitor practices for consistency. It also recommends fostering open communication and early dispute resolution to keep small issues from becoming legal claims. [4] That is why Employment Practices Liability Insurance works best when it is paired with good workplace habits. Insurance helps protect the business financially. Documentation helps explain what happened. How Small Businesses Can Reduce EPLI Risk Employment Practices Liability Insurance is one layer of protection. Strong employment practices are another. Small businesses can reduce risk by making workplace decisions more consistent. This does not require a large HR department. It does require a simple system. Start with these steps: Use written job descriptions. Create a basic employee handbook. Document performance concerns. Use consistent interview questions. Keep hiring notes professional and job-related. Train managers on harassment, discrimination, and retaliation. Respond to employee complaints promptly. Apply workplace policies consistently. Review termination decisions before acting. Keep payroll and worker classification practices current. These steps help create a better workplace. They also help the business if a claim appears later. The EEOC offers a Small Business Resource Center with free guidance on hiring, training, evaluating, disciplining, and terminating employees. The agency notes that small business owners often do not have legal or HR experts on staff, and the resources are designed to help fill that gap. [5] Owners should be especially careful with terminations. A termination may be valid, but it should still be documented. The business should be able to explain why the decision was made and show that similar situations were handled in a similar way. Good records do not remove all risk. They make the business more prepared.

EPLI- What every growing business should know! Part 3

July 9, 2026

What EPLI Is Not Employment Practices Liability Insurance is not the same as general liability insurance. General liability usually focuses on third-party bodily injury, property damage, and certain personal injury claims. For example, it may apply if a customer slips and falls at your office. EPLI is different. It focuses on workplace claims. Employment Practices Liability Insurance is also not the same as workers' compensation. Workers' compensation helps cover employees who are injured or become ill because of their work. EPLI helps with certain claims about how employees or applicants were treated. That distinction matters. Many owners assume their business insurance will cover an employee lawsuit. It may not. A claim involving wrongful termination, discrimination, harassment, or retaliation may fall outside general liability or workers' compensation. EPLI is designed to help fill that gap. EPLI also has limits. The Insurance Information Institute notes that EPLI policies may reimburse companies for defense costs, settlements, and judgments. But they generally do not cover punitive damages or civil or criminal fines. [1] Common exclusions may include: Criminal acts Intentional wrongdoing Bodily injury Property damage Workers' compensation claims Certain wage and hour claims Claims known before the policy began Some contract disputes Wage and hour claims deserve extra attention. Some policies exclude them. Others may offer limited defense coverage or an endorsement. The best question is not, "Do we have EPLI?" The better question is, "What does our Employment Practices Liability Insurance actually cover?"

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