Tax returns that get modeled, not just filed

When should an Indiana business start preparing for tax filing?

October. The work that actually saves money — entity-level elections, retirement plan funding, bonus depreciation decisions, owner-comp adjustments — happens before December 31. By the time it's April, the year is locked. Our existing clients get a Q4 planning call by default.

If you're new to us mid-year: we can still extend and plan the back-half of the current year while looking at the prior year for amendments where worth it.

Do you file federal extensions automatically?

Yes — every business return gets a federal and Indiana extension filed by the original deadline (March 17 for S-corp/partnership, April 15 for sole prop). Extensions are filing-only; tax owed is still due by the original date, so the planning call in Q4 matters.

How do you handle multi-state returns?

Indiana has reciprocity agreements with five states (KY, MI, OH, PA, WI) for individual wages but not for business returns. For Indiana businesses with sales or employees in surrounding states, we file the necessary nonresident or apportioned business returns and coordinate the Indiana credit for taxes paid elsewhere.

What does a business return cost in Fort Wayne?

Federal + Indiana S-corp or partnership: typically $1,200–$3,500 depending on complexity (single state, owner count, balance-sheet complexity). Schedule-C sole prop with Schedule SE: $500–$1,200. Multi-state, multi-entity, or first-year cleanup adds to it. We quote flat fees after a scoping call.