Business Tax Consulting
Baker Tax first focuses on its clients’ needs and develops a game plan based on those needs.
Does your current accountant understand what you do?
For over 40 years, the Baker team has been helping companies around the Tri-state with tax-related decisions by first establishing the needs of the client. Baker’s experience in corporate and cost accounting has set the precedent for the company’s dedication to identifying client needs prior to providing services. We put you first!
How Baker Can Help Your Organization
Once a client’s needs have been identified and a fit has been established, the Baker team often assists in furthering the following outcome-based goals:
- Help a company’s management understand how business decisions affect tax liabilities and those of their shareholders
- Identify a plan for maximizing profit distributions and minimizing taxes
- Provide assistance to help with the sale of a business
- Help a company obtain financing
- Assist with structuring buy/ sell agreements to minimize taxes and protect principals
Take the first step towards financial success by scheduling a personalized consultation with our advisors.
Contact Info
Boonville “Baker 261” Tax & Financial Planning Office:
812-479-8866
Boonville Tax Office:
812-897-0917
Newburgh Tax & Financial Planning Office:
812-842-2254
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