Tax Planning

For over four decades, the Baker team has provided the tri-state area with reliable tax services.

It’s not just big corporations or high net worth individuals who need to develop game plans for taxes. If you have a small business or intend to leave an inheritance to loved ones, you need a tax plan too. Do you have a strategic plan? What have you done to prepare?

With over 40 years in the industry, our tax planning consultants have the practical knowledge and experience to help your family or business. None of us can predict the future, but the Baker team can help you be prepared financially. By helping clients from Indiana, Illinois, and Kentucky plan for future tax liabilities, the Baker team can assist you in anticipating and adjusting expenditures. This ensures clients can maximize use of their assets.

Outsource Your Business’ Filing Processes to Baker

With a background in corporate finance, Jeff Baker and his team understand the importance of finding efficiencies. Outsourcing some or all of your tax needs to the Baker team can yield significant value for your company. The Baker team regularly works on C Corporation (1120), S Corporation (1120S), and Partnership (1065), and Limited Liability Company returns in Indiana, Illinois, and Kentucky.

Additional Tax Reporting Services

In addition to annual reporting services, Baker can also assist with preparation of fiduciary tax returns for estates and trusts (1041), federal estate tax returns (706), and Indiana state inheritance tax returns (IH-6). For businesses, we also offer preparation of federal and state reports, including payroll, sales, motor fuel tax, and 1099 reporting.

Take the first step towards financial success by scheduling a personalized consultation with our advisors.

Contact Info

Gibson County Clients:

812-729-7426

Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Jeffrey Baker is a licensed registered representative through Vanderbilt securities and licensed financial advisor through Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Vanderbilt Financial Group does not provide tax or legal advice.
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures