At Sanders & Bales Financial Services, we strive to improve each client's financial well-being through a comprehensive holistic approach. Our tax, accounting and financial planning services are designed to address your small business and personal finance needs. We care deeply about our clients and their success. In order to provide you with customized solutions, we are available to meet with you throughout the year to access your changing needs and suggest recommendations to keep you on task to meeting your goals.
Our insightful guidance and accurate reporting will allow you to focus on your day-to-day operations while we handle our area of focus -- your financial and tax situation. You can rest easy knowing your tax and accounting needs are being addressed by your trusted advisors, dedicated to your ongoing success. We support our clients success through our fully-integrated, state-of-the-art technology platform that will allow 24/7 full access to all your financial data through secure online portals found on our website.
Our insightful guidance and accurate reporting will allow you to focus on your day-to-day operations while we handle our area of focus -- your financial and tax situation. You can rest easy knowing your tax and accounting needs are being addressed by your trusted advisors, dedicated to your ongoing success. We support our clients success through our fully-integrated, state-of-the-art technology platform that will allow 24/7 full access to all your financial data through secure online portals found on our website.
Services
For over 25 years, Sanders and Bales Financial Services has been providing Accounting, Tax, and Financial Planning services to individuals and business clients in the greater Indianapolis area.
The practice has experience working with businesses in a variety of fields including medical professionals, dental practices, retail stores and contractors.
We recognize the value of a personal, hands-on approach to doing business and earning clients for life.
We are committed to carrying out our services with integrity, excellence, and respect for others.
The practice has experience working with businesses in a variety of fields including medical professionals, dental practices, retail stores and contractors.
We recognize the value of a personal, hands-on approach to doing business and earning clients for life.
We are committed to carrying out our services with integrity, excellence, and respect for others.
We can assist you in securing your financial future through comprehensive, long-range financial planning.
Initially, we discuss with you at length your financial needs and goals.
From our discussions, we develop a highly personalized financial plan to ensure your financial objectives are met.
We are able to offer insurance and investment solutions designed to build wealth, protect assets and to meet your goals.
Whether you're planning for retirement, college funding, or need guidance on estate planning, think of us as your trusted advisor to help you along the way.
Initially, we discuss with you at length your financial needs and goals.
From our discussions, we develop a highly personalized financial plan to ensure your financial objectives are met.
We are able to offer insurance and investment solutions designed to build wealth, protect assets and to meet your goals.
Whether you're planning for retirement, college funding, or need guidance on estate planning, think of us as your trusted advisor to help you along the way.
QuickBooks is without a doubt the most popular small business accounting software.
We offer QuickBooks support to our clients with a certified QuickBooks ProAdvisor on staff.
We can help you get set up with QuickBooks and train you on the day-to-day transactions.
Once you are up and running on QuickBooks, we can use this information to file your annual tax returns and to prepare your monthly, quarterly or annual financial statements.
In addition, we use QuickBooks for our own internal accounting functions, as do the majority of our small business clients.
We offer QuickBooks support to our clients with a certified QuickBooks ProAdvisor on staff.
We can help you get set up with QuickBooks and train you on the day-to-day transactions.
Once you are up and running on QuickBooks, we can use this information to file your annual tax returns and to prepare your monthly, quarterly or annual financial statements.
In addition, we use QuickBooks for our own internal accounting functions, as do the majority of our small business clients.
Dave has over 30 years of public accounting experience.
His practice includes reviewing and preparing financial statements, along with tax preparation and planning for businesses and individuals.
Using a holistic approach, Dave works to develop and implement tax and financial planning strategies to suit a client's unique set of circumstances.
Dave holds a Bachelor of Science in Accounting from Butler University and is a member of the Indiana CPA Society.
He is an active member of the Mankind Project and enjoys tennis, yoga, and travel.
His practice includes reviewing and preparing financial statements, along with tax preparation and planning for businesses and individuals.
Using a holistic approach, Dave works to develop and implement tax and financial planning strategies to suit a client's unique set of circumstances.
Dave holds a Bachelor of Science in Accounting from Butler University and is a member of the Indiana CPA Society.
He is an active member of the Mankind Project and enjoys tennis, yoga, and travel.
Tim has over 18 years of public and private accounting experience.
He has assisted clients with a broad range of services including reviewing and preparing financial statements, investment and financial planning, QuickBooks training and tax preparation and planning for businesses and individuals.
Tim brings a solid tax and accounting focus to the firm.
His extensive tax and accounting knowledge and his in-depth understanding of QuickBooks accounting software enables him to provide professional level service to clients.
He has assisted clients with a broad range of services including reviewing and preparing financial statements, investment and financial planning, QuickBooks training and tax preparation and planning for businesses and individuals.
Tim brings a solid tax and accounting focus to the firm.
His extensive tax and accounting knowledge and his in-depth understanding of QuickBooks accounting software enables him to provide professional level service to clients.
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