CPA-led tax & accounting in Muncie, Indiana
Taxes and books, handled by local CPAs.
Brightwater prepares individual and business tax returns and handles bookkeeping and payroll for families and owner-run businesses. Fees are quoted up front, and you work with the same CPA each year.
- Every return reviewed twice
- Flat fees quoted up front
- Year-round answers
Next federal deadline
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Then coming up
- 01
Send your documents
Upload files securely or drop them off at the office. We send a list of what we need.
- 02
We prepare and review
A CPA prepares your return and a second CPA reviews it. You can follow along in the portal.
- 03
Review and sign
We walk you through a summary of your return, you e-sign, and we file. You can reach us with questions all year.
Services
One firm for your taxes, books and payroll.
Pick one service or bundle them. Either way you get a dedicated CPA and a flat fee agreed before we start.
Starting prices. Your fee is quoted in writing.
- Starting at$295
Individual tax prep
Federal, Indiana and county returns prepared and reviewed by a CPA.
- Credits and deductions reviewed
- E-file with direct deposit
- Workpapers kept for 7 years
- Starting at$950
Business tax prep
Sole proprietors, LLCs, S-corps and partnerships, including K-1s for each owner.
- Entity return + owner K-1s
- Depreciation & asset schedules
- Year-end adjusting entries
- Starting at$375/mo
Monthly bookkeeping
Reconciled books and monthly financial statements by the 15th.
- Bank & card reconciliations
- Monthly P&L and balance sheet
- Sales-tax tracking
- Starting at$95/mo
Payroll
Pay runs, payroll tax deposits and the federal and state filings that go with them.
- Direct deposit & pay stubs
- Quarterly 941 and state filings
- Year-end W-2s and 1099s
- Starting at$450/yr
Advisory & planning
Plan ahead instead of reacting in April. Entity choice, estimates and timing.
- Mid-year tax projection
- Quarterly estimate planning
- Entity & retirement strategy
- Starting at$350
IRS notice & representation
Received a letter? We review it, prepare a response and contact the IRS on your behalf.
- Notice review within 2 business days
- Written response prepared for you
- Power of attorney representation
Secure document drop
Upload your tax documents.
Drag in your forms, label each one, and check them off the list as you go. No need to send tax forms by email.
Client portal
See where your return stands.
Every client gets a portal showing the status of their return, open items, invoices and secure messages.
Your return, documents and invoices in one place.
Check your return's status, see what we still need, pay invoices and message your preparer from your phone or computer.
- Return status
- A list of what we still need
- Invoices & secure messages
The preview uses sample data. No sign-in needed.
Tax organizer
Not sure what you need? Answer a few questions.
Answer yes or no, and you'll see which service fits and which documents to gather.
Question 1 of 5
Did you start or run a business this year?
Including side gigs, freelancing or any 1099 contract work.
Free consultation
Book 30 minutes with a CPA.
In our Muncie office, by video or by phone. Pick a time that works for you.
Our team
The CPAs you'll work with.
Dana Whitfield, CPA
Managing Partner
Leads individual and family tax work, including retirement income, education credits and multi-state returns.
- Individual tax
- Families
- Retirement
Marcus Ellery, CPA
Business Tax Partner
Works with owner-run businesses on entity returns, payroll and the books that sit underneath them.
- S-corps & LLCs
- Payroll
- Bookkeeping
Priya Natarajan, CPA
Director of Advisory
Prepares mid-year tax projections, works with rental property owners and handles IRS and state notices for clients.
- Tax planning
- Rentals
- IRS notices
FAQ
Common questions.
Something else on your mind? Call 765-555-0142.
How much will my return cost?
Prices on this page are starting points. After a free 30-minute consultation we quote a flat fee in writing before any work begins.
Do I have to come into the office?
No. You can upload documents securely, meet by video or phone, and e-sign. You are always welcome at the office if you prefer to meet in person.
What if I miss the April deadline?
We can file an extension that moves your filing date to October 15. An extension gives you more time to file, not to pay, so we will estimate what you owe first.
Can you fix prior years or unfiled returns?
Yes. We can prepare several years of returns at once and help you request a payment plan with the IRS if there is a balance due.
Is my information secure?
Documents are uploaded over an encrypted connection to an access-controlled portal, so you do not need to send tax forms by email.
Do you work with businesses outside Muncie?
Yes. We work with clients across Indiana and in neighboring states, entirely online if you prefer.
Ready to get started?
Free 30-minute consultation. Flat-fee quote in writing.