Timothy D. Bales, CPA, CFP

Check me out on BrokerCheck

317-848-0200 Ext. 1

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.

Tim graduated cum laude from Marian College with a Bachelor of Science degree in accounting. Tim is a certified QuickBooks ProAdvisor. He holds various securities and insurance licenses as well. Tim is married to Melanie and has three children. He enjoys hunting, fishing, woodworking, and spending time with his family. He is also active with his church.

Client Center

Using the Web Tax Organizer
Using Your 1040 Tax Portal

Our Blog

2015 Tax Changes

January 15, 2015

Social Security Wage Base for 2015: The Social Security Administration announced that the maximum earnings subject to the Social Security component of the FICA tax will increase...


Phone: 317.848.0200 • Fax: 317.574.5044
Check us out on BrokerCheck