Fishers Indiana Office
We're located at 
Northeast Commerce Park off I69 and 116th Street in Fishers behind Target

Mobile Device Contact Center


Please note our business location and phone number have changed:
Business Address: 12175 Visionary Way, Suite #900, Fishers, IN 46038



We are in the new Launch Fishers building at Northeast Commerce Park

Business Summary

We provide business valuation, accounting, and tax consulting services.  Brad is a certified public accountant and has earned the exclusive “Accredited in Business Valuation” (ABV) credential from the American Institute of Certified Public Accountants. He earned his MBA in Finance from the Kelley School of Business at Indiana University in 2010 and his Bachelors of Science in Accounting degree from the University of Kentucky in 1982 earning high academic honors at both schools.  Brad has more than thirty years of finance and accounting experience, with positions ranging from Staff Auditor to Treasurer and CFO at a public company. Brad Smith, CPA, LLC was founded in 2007.  

Why Hire Us to Prepare Your Income Tax Returns? 

We strive for total accuracy in the tax returns we prepare for our clients.  Mistakes on tax returns can be costly for taxpayers from incurring steep penalties and interest for underpayment of taxes, missed opportunities for deductions or tax credits, and not to mention the personal time involved correcting mistakes with the taxing authorities.  The following are a few examples where we have been successful in minimizing our client's income taxes.

Married Filing Jointly vs Married Filing Separately
In most cases it is more beneficial for married couples to file joint tax returns.  This is because our graduated federal tax system favors couples who file jointly.  However, sometimes it is more advantageous for married couples to file separately.  This is primarily due to phase outs of certain tax credits and deductions that can be fully or partially retained when income and deductions are split into two separate returns.  This can be particularly true in cases of married couples with children when there are broad disparities in income.

Online tax software is not very good at alerting users to potential tax savings by filing separately and many tax professionals miss it too.  It’s important to have someone prepare your taxes who know what to look for in recognizing tax saving opportunities.  Most mistakes on income tax returns can be corrected simply by filing amended returns. However, one thing you can’t change by amending a return is filing status.  If you or your tax preparer missed tax savings in prior years afforded by filing separate returns, that saving is lost forever!

Average Tax Savings $1,410 for Qualifying Clients

In recent years, new clients whose joint returns were prepared by another firm in the prior year saved an average of $1,410 in taxes by filing separately with our firm.
Amended Return
We recently prepared current year tax returns for a new client.  During our review, we noticed numerous mistakes made on their prior year return that had been prepared by one of the big tax chains.  We filed amended returns on behalf of our new client that resulted in refunds totaling $6,729

Refund by Amending a Client's Return Totaled $6,729

Of course we can't guarantee all clients would reap the kind of refund this client did. However, if you're concerned about the accuracy of a return filed in the last three years allow us to review it.  There's no charge for the review and if it will benefit the taxpayer, we'll be glad to file an amended return for a reasonable fee. The fee will be based on the time to prepare the return -- not a fee contingent on the amount of refund.

Tax Returns for Individuals and Small Business

We offer competitive, fair pricing for our services and will not cross-sell or pressure clients to purchase products they do not need.  Our  services include preparation and e-filing 1040, 1041, 1120S, and 1065 tax returns.

E-filing is Free with any of our paid tax services

Maximize Your Refund! Keep More In Your Pocket!

What good does it do to get a great refund if your have to turn around and give the national tax firms a big piece of it. Our firm will get you the highest tax refund allowed by law, just as much as the big guys claim. But when you use our firm you will KEEP MORE OF YOUR REFUND. This is because our fees are usually lower than Block or Hewitt.

Valuation and Consulting Services

With over 25 years of experience in the financial services industry, we offer quality finance, tax, and accounting consulting services.  In addition to being a CPA, Brad Smith is a business valuation consultant fully accredited by the American Institute of Certified Public Accountants and is an Advanced Certified QuickBooks ProAdvisor. 

Qualifications

Brad Smith has been a CPA since 1985. He also holds an MBA in Finance from the Kelley School of Business at Indiana University and holds the Accredited in Business Valuation (ABV) credential by the AICPA.

Let's Get Started!

Please contact us today to schedule! Use the contact form or call us