Business Details
18 Years
experience
Your Trusted Partner for Accounting Solutions
Edgewater CPA Group has been delivering professional accounting services to business owners in Indiana and across the U.S. since 2008. Our team of certified public accountants specializes in creating customized financial solutions that empower clients to focus on their core business goals. With expertise in bookkeeping, tax strategy, controller services, and payroll management, we provide virtual accounting support tailored to the unique needs of small businesses, nonprofits, and entrepreneurs. Our process begins with a consultation to understand each client's specific challenges, followed by restructuring financial systems and implementing long-term strategies for growth.We prioritize transparency, responsiveness, and education, ensuring clients gain both immediate relief from financial stress and the tools to make informed business decisions. Our commitment to personalized service has earned us recognition from clients who praise our ability to streamline complex financial processes and deliver consistent, reliable results.
Services
Accounting Services
Bookkeeping
Tax Strategy
Controller Services
Payroll Services
Tax Resolution
Details
- Year established: 2008
Highlights and features
- We offer customized financial plans developed through personalized consultation
- Our virtual services provide nationwide accessibility with local expertise
- Team includes certified public accountants and specialized financial professionals
- Proven process reduces financial stress while improving business performance
- Clients consistently report significant tax savings and operational improvements
What people say
Excellent service
Quick and helpful
Saved thousands
Personalized approach
Stress-free tax process
Services
Profitability & Growth
Our Profitability & Growth service bridges the gap between accounting and strategic financial planning. We develop customized action plans to help business owners achieve long-term growth objectives through cashflow projections, business budgeting, and strategic financial analysis. Our certified professionals work closely with clients to implement systems that optimize financial performance while maintaining compliance with tax regulations.
Bookkeeping
Our bookkeeping service provides comprehensive financial management through transaction capture, account reconciliation, payroll processing, and financial statement preparation. We offer both after-the-fact bookkeeping and full-service options with real-time financial tracking. Clients receive accurate, up-to-date financial reports that support informed business decision-making while maintaining proper categorization of all business transactions.
Tax Strategy & Preparation
Our tax strategy service focuses on optimizing clients' tax positions through proactive planning and expert preparation. We analyze business structures to identify tax-saving opportunities, implement quarterly tax planning sessions, and ensure proper entity selection. Our team specializes in multi-entity structuring, payroll optimization, and developing tax-advantaged positions that maximize savings while maintaining full compliance with federal and state regulations.
Controller Services
Controller services provide businesses with expert financial management through budgeting, forecasting, and cash flow analysis. We offer comprehensive financial oversight including audit preparation, inventory tracking, job costing analysis, and third-party software integration. Our professionals partner with clients to interpret financial statements, develop pricing strategies, and implement systems that improve overall financial performance and decision-making capabilities.
Payroll Services
Our payroll services handle all aspects of employee compensation including direct deposit processing, tax filings, benefit deductions, and compliance reporting. We manage federal and state tax filings (941, 940, W-2), garnishment deductions, and workers' compensation issues. Clients receive secure online portals for employee access while we ensure accurate, timely payments and complete regulatory compliance across all 50 states.
People
Brook Avey Gratia
Owner/President
Brook leads Edgewater CPA Group with over 15 years of accounting experience. She specializes in strategic financial planning and has helped numerous businesses optimize their tax positions while maintaining compliance. Known for her personalized approach, Brook focuses on building long-term client relationships through transparent communication and tailored financial solutions.
Jenny Gher
Accountant
Jenny provides expert accounting services with a focus on small business needs. Her experience includes multi-entity structuring and tax optimization strategies. Clients appreciate her responsiveness and ability to explain complex financial concepts in accessible terms while delivering practical solutions that improve business performance.
Patrick Wanzer
Director of Tax Resolution
Patrick specializes in resolving complex tax issues with a practical approach. He helps businesses navigate difficult tax situations while implementing systems to prevent future problems. His expertise in tax code and strategic problem-solving has successfully resolved numerous challenging cases for clients across various industries.
Angie Marsh
Director of Payroll
Angie oversees all payroll operations with extensive experience in multi-state compliance. She ensures accurate and timely payroll processing while maintaining full regulatory compliance. Her team manages employee portals, tax filings, and benefit deductions, providing clients with reliable payroll solutions tailored to their specific business needs.
Tanner McCaw
Director of Tax
Tanner leads tax strategy development with a focus on proactive planning and optimization. He specializes in entity selection, quarterly tax planning, and implementing tax-advantaged structures. His expertise helps businesses maximize savings while maintaining compliance, with a particular focus on serving entrepreneurs and small business owners.
Questions
What accounting software do you recommend for small businesses?
We recommend QuickBooks for most small businesses due to its user-friendly interface, automated bank connections, and mobile accessibility. It also integrates with many third-party tools as your business grows.
What business structure should I choose when starting a company?
We recommend consulting with our team to determine the best structure for your specific situation. Common options include LLCs, S-Corporations, and C-Corporations, each with different tax implications and liability protections.
When are business tax payments due?
Individual taxes are due April 15, while partnerships and corporations have a March 15 deadline. Estimated tax payments are due April 15, June 15, September 15, and January 15.
How do you determine pricing for your services?
We develop customized service plans based on each client's specific needs. Pricing considers the complexity of your business and the level of service required, with all costs communicated upfront.
How can I pay my tax bill?
You can pay through the IRS website using electronic payment options or by mailing a check with the appropriate voucher to the designated IRS address.
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