Business Details
Your Trusted Accounting Partner in Muncie, IN
Estep Burkey Simmons is a full-service accounting firm dedicated to delivering exceptional financial solutions tailored to individuals and businesses. With a legacy of over four decades of combined expertise, our team of certified professionals specializes in tax planning, financial advisory, and accounting services designed to optimize client success. We prioritize personalized attention, leveraging deep local market knowledge and a commitment to ethical standards to build lasting client relationships.Our services span personal financial planning, business accounting, tax relief, and QuickBooks support, ensuring comprehensive solutions for diverse financial needs. Rooted in the Muncie community, we combine technical proficiency with a client-centric approach to empower informed financial decisions.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Tax Preparation
QuickBooks Services
Payroll Solutions
Business Advisory
Wealth Management
Tax Relief
Highlights and features
- Our team has over 40 years of combined experience in accounting and tax services.
- We provide personalized financial planning tailored to individual client needs.
- Specialized expertise in non-profit and small business accounting.
- Licensed CPAs with deep local market knowledge and community involvement.
- Proven track record in resolving IRS tax issues and financial advisory services.
What people say
Leading firm
Personal and professional attention
Professional and responsive
Quality service
Services
Personal Financial Planning
We develop tailored financial strategies to help individuals achieve long-term goals, including retirement, education savings, and wealth preservation. Our approach integrates tax-efficient planning and risk management to ensure financial security. Clients benefit from ongoing guidance to adapt plans to life changes and market conditions.
Small Business Accounting
Our comprehensive accounting solutions for small businesses include bookkeeping, payroll, cash flow management, and financial reporting. We help owners streamline operations, improve profitability, and maintain compliance with tax regulations. Services also cover strategic tax planning and CFO advisory to support growth.
Tax Relief Services
We specialize in resolving complex tax issues, including IRS liens, levies, and back taxes. Our team negotiates with tax authorities to reduce liabilities and establish payment plans. Services also include audit representation and proactive tax planning to minimize future risks for individuals and businesses.
Estate Planning
We assist clients in creating estate plans to protect assets and ensure smooth wealth transfer to heirs. Services include trust administration, gift tax strategies, and business succession planning. Our goal is to provide peace of mind through customized plans that align with family and financial objectives.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting to help businesses maximize software efficiency. Our support ensures accurate financial tracking, streamlined reporting, and compliance with accounting standards. Clients receive hands-on guidance to optimize their accounting processes and decision-making capabilities.
People
James R. Estep
CPA, CGMA
With over 40 years of experience, Jim specializes in small-business consulting and community service. He graduated from Ball State University in 1977 and has been active in local organizations like the Muncie Chamber of Commerce and Sunrise Rotary.
Patrick W. Burkey
CPA, CGMA
Patrick focuses on non-profit organizations and manufacturing companies. A Ball State graduate since 1991, he contributes to community initiatives like the Muncie Children's Museum and actively engages in church leadership roles.
T. Andrew Roberts
CPA, CGMA
Andy specializes in non-profit auditing and consulting. He graduated from Taylor University and serves as Treasurer for the Muncie Children's Museum, combining technical expertise with community stewardship.
Zach T. Criswell
Staff Accountant
Zach handles audits, tax preparation, and bookkeeping. A Muncie native, he graduated from Ball State University and leads his church's Sunday School Department with his wife, McKenzie.
Hanna Wright
Staff Accountant
Hanna provides audit, tax, and bookkeeping services. She holds advanced accounting degrees from IUPUI and coaches cheerleading in Daleville, where she resides with her husband.
Questions
What services do you offer for small businesses?
We provide accounting, bookkeeping, payroll, tax planning, and business advisory services tailored to small businesses.
Do you assist with personal financial planning?
Yes, we offer retirement planning, estate planning, and wealth management for individuals.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks setup, training, and troubleshooting to optimize your accounting processes.
Are you available for IRS tax issues?
Yes, we specialize in resolving tax problems including IRS liens, levies, and back taxes.
What industries do you specialize in?
We serve construction, healthcare, law firms, non-profits, manufacturers, and real estate clients.
