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Individual & Family Tax Services

We prepare several hundred tax returns for individuals and families every year. We do file some simple tax returns; however, most of the tax returns we prepare have at least one item that makes them complicated in one way or another. Even if your primary residence is not located in Indiana, we can still provide you with the services you need specific to your situation.

Tax Planning & Preparation

All of our tax returns are reviewed and signed by a Certified Public Accountant. We feel that our tax returns are of a higher quality than those prepared by our competitors. Here are some common tax situations we can help with:

  • Clients who own one or more businesses
  • Clients who own a company and receive an annual K-1
  • Rental properties
  • Land Contracts
  • The sale of stocks, bonds, mutual funds, etc.
  • College tuition deductions and credits
  • Debt cancellation
  • Gifts and estate tax issues including inheritances
  • Roth IRA conversions
  • IRA recharacterizations
  • The Adoption Tax Credit
  • The various Energy Credits that are now available
  • Itemized Deductions
  • Medical Heath Savings Accounts (HSAs)
  • Bankruptcy
  • Casualty losses
  • Cryptocurrency
  • Gambling income
  • Student loan interest
  • Indiana 529 plans
  • Educator expenses
  • Royalty income
  • Home foreclosures
  • Short sales
  • Installment sales

What sets us apart from other accounting firms?

  • We are available all year to answer your questions and assist you.
  • We answer phone calls promptly and can generally resolve your issue or answer your question on the phone.
  • We stand behind our work 100%.
  • Each client is assigned one Certified Public Accountant who will handle their account. This arrangement allows us to build a strong relationship with each client.
  • We have never extended a tax return if the required information has been submitted to us 28 days prior to the tax filing deadline.
  • Many accounting firms outsource your tax work overseas; we feel that your finances are a private matter and we do not outsource any of our work outside of our office.
  • We never sign our clients up for rapid refund loans or similar products. These products charge extremely high interest rates and we do not offer them. Our clients who choose direct deposit will get their refunds within 21 days!


Though we are located in Fort Wayne, Indiana we file tax returns for many different states and our portfolio from outside Indiana has grown significantly.

Ready to see if SBS is a good fit?


You can either give us a call at 260-407-5000 during normal business hours, or you can fill out this contact form and we'll get back to you as soon as possible!

Individual Services Form

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