Tax Services

At Reify Wealth Advisors, we provide professional tax services, including tax preparation, annual tax planning, and long-term tax strategies—all designed to work seamlessly in harmony with your financial and investment plan. Our services are specifically tailored for individuals who seek comprehensive support alongside our financial planning and investment management offerings.

We understand that building a relationship with your tax preparer is similar to partnering with other trusted professionals—it's about finding someone who truly listens, protects your interests, and makes you feel valued. Whether you’re managing personal finances, estates, or trusts, our personalized approach ensures your tax strategies align perfectly with your overall financial goals.

 

Our tax services are tailored to fit your needs.

Our Process

Tax services are provided on an hourly fee basis. Once you have met and discussed the engagement, we will provide you with an engagement letter summarizing the services and the scope of work to be performed.

 

Tax Services

 

Below is a secure portal for our tax clients. To obtain a login and password, please contact our office at 317.872.5090.

 
TAX CLIENT PORTAL
 
 

Frequently Asked Questions

What does a CPA designation mean?


The answer in short: A lot. CPAs typically begin their careers with years of college and graduate education. To become licensed, they must take the demanding Uniform CPA Examination, which tests their knowledge on a wide range of topics over a period of 14 hours. Additionally, CPAs must meet an experience requirement before being licensed by a State Board of Accountancy to practice. After earning the CPA accreditation, they must meet continuing education requirements to update their knowledge of new developments. They are held to a strict code of ethical standards. Armed with this rigorous training, CPAs are on the job year-round, ready to help individuals and businesses address their own unique challenges.

What does the CGMA® certification mean?


The Chartered Global Management Accountant® (CGMA®) designation is a management accounting credential indicating the professional has advanced proficiency in finance, operations, strategy, and management. To obtain the designation, a professional has to complete a rigorous and structured curriculum. Designees must abide by the Bylaws and Code of Professional Conduct issued by the American Institute of Certified Public Accountants. In addition, continuing education is required to remain current with competencies.

Additional Services

financial planning
investment management