Serving the Evansville Tri-State with: tax return preparation, tax planning, bookkeeping, payroll, 1031 exchanges, and more. Offering our clients a mix of insurance products, including life insurance, long-term care insurance, and disability coverage. Learn about Baker Retirement & Wealth Management, P.C.'s financial management services at bakerretirement.com.
Tax services, insurance solutions, and ongoing support are just a few ways we serve families in the Tri-State area. From succession planning to farm bookkeeping services, the Baker team is here to serve your farming business. We offer small businesses a variety of services, including payroll management, bookkeeping, and tax planning. Looking for Help with a 1031 Exchange?
A 1031 exchange (or "like-kind" exchange) can be an effective strategy for achieving your goals while also reducing tax obligations. Is a 1031 exchange right for your farm or small business? Watch our video library on the topic of 1031 exchanges. Baker Retirement & Wealth Management, P.C. has been providing tax, wealth, and accounting services for more than thirty years.
Tax services, insurance solutions, and ongoing support are just a few ways we serve families in the Tri-State area. From succession planning to farm bookkeeping services, the Baker team is here to serve your farming business. We offer small businesses a variety of services, including payroll management, bookkeeping, and tax planning. Looking for Help with a 1031 Exchange?
A 1031 exchange (or "like-kind" exchange) can be an effective strategy for achieving your goals while also reducing tax obligations. Is a 1031 exchange right for your farm or small business? Watch our video library on the topic of 1031 exchanges. Baker Retirement & Wealth Management, P.C. has been providing tax, wealth, and accounting services for more than thirty years.
Services
The Baker team offers two decades of experience in providing tax, accounting, and financial leadership.
Families can spend hours determining how the ever-changing laws apply to their specific circumstances.
Those wasted hours could have been spent enjoying your family.
The same scenario applies to small businesses.
Business owners can spend countless hours deliberating over their complicated taxes.
Those hours could be better spent.
Baker Tax has a long-standing history of taking this burden from families and small businesses in the greater Evansville area.
Families can spend hours determining how the ever-changing laws apply to their specific circumstances.
Those wasted hours could have been spent enjoying your family.
The same scenario applies to small businesses.
Business owners can spend countless hours deliberating over their complicated taxes.
Those hours could be better spent.
Baker Tax has a long-standing history of taking this burden from families and small businesses in the greater Evansville area.
In addition to all of the other services we provide in the Tri-State area, Baker also offers insurance to fit the diverse needs of our clients from Jasper to Fairfield to Owensboro.
Baker Insurance's offering includes life, disability, and long term care.
We are sure to have an insurance policy to match each phase of life.
No one likes to think about the inconceivable.
However, in the event of an emergency that renders you unable to care for your loved ones, where will your family turn?
Having solid insurance policies in place will give you valuable peace of mind.
Baker Insurance's offering includes life, disability, and long term care.
We are sure to have an insurance policy to match each phase of life.
No one likes to think about the inconceivable.
However, in the event of an emergency that renders you unable to care for your loved ones, where will your family turn?
Having solid insurance policies in place will give you valuable peace of mind.
When it comes to tax and insurance services in the Evansville area, you need a name you can trust.
We at Baker Retirement & Wealth Management have dutifully served the community for years.
From tax services to insurance products to professional advice, Baker has you covered from Harrisburg to Boonville to Henderson.
Although Baker serves a wide spectrum of clients, we specialize in four areas.
Families, farmers, business professionals, and small businesses need to look no further for reliable services.
We at Baker Retirement & Wealth Management have dutifully served the community for years.
From tax services to insurance products to professional advice, Baker has you covered from Harrisburg to Boonville to Henderson.
Although Baker serves a wide spectrum of clients, we specialize in four areas.
Families, farmers, business professionals, and small businesses need to look no further for reliable services.
The Baker team offers two decades of experience in providing tax, accounting, and financial leadership.
Jeff Baker, owner of Baker Retirement & Wealth Management, has a long-standing commitment to serving residents of Southern Indiana.
Jeff's education includes a B.S. from Purdue University in Agriculture and a M.S. from the College of Financial Planning in Financial Analysis.
Before starting Baker Retirement & Wealth Management, he worked for Swanson Nunn Electric as Assistant to the VP of Finance.
Jeff Baker, owner of Baker Retirement & Wealth Management, has a long-standing commitment to serving residents of Southern Indiana.
Jeff's education includes a B.S. from Purdue University in Agriculture and a M.S. from the College of Financial Planning in Financial Analysis.
Before starting Baker Retirement & Wealth Management, he worked for Swanson Nunn Electric as Assistant to the VP of Finance.
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