Business Details
Trusted Accounting & Tax Services in Indianapolis
For over four decades, Sanders & Bales Financial Services has delivered comprehensive accounting, tax, and financial planning solutions to individuals and businesses across the greater Indianapolis area. Our practice specializes in serving diverse industries, including medical professionals, dental practices, retail, and contracting, with a commitment to personalized service and long-term client relationships. We prioritize integrity, excellence, and respect in all our operations, ensuring clients' needs remain central to our work.Our team invests in continuous professional development to maintain expertise in evolving financial standards. By combining hands-on experience with advanced technology, we streamline accounting processes, offering real-time financial insights and fixed monthly pricing to eliminate billing surprises. Our collaborative approach ensures clients receive strategic guidance tailored to their unique goals.
Services
Accounting
Tax Planning
Financial Planning
QuickBooks Consulting
Business Foundation Services
Highlights and features
- 42+ years of experience serving Indianapolis businesses and individuals.
- Personalized accounting solutions tailored to unique client needs.
- CPA and CFP-certified professionals ensure expert financial guidance.
- Fixed monthly pricing eliminates unexpected billing surprises.
- Advanced technology enables real-time financial insights and efficiency.
Associations and certifications
- CPA
- CFP
Services
Accounting
Our accounting services handle daily transaction classification, payroll, bill payment, invoicing, and tax preparation. We ensure accurate financial records and real-time data access through secure online platforms. Clients benefit from fixed monthly fees and streamlined workflows to focus on business growth.
Tax Planning
We provide strategic tax planning and preparation with personalized deductions analysis. Our digital filing process simplifies document collection and submission, while year-round support helps minimize tax burdens. Services include payroll tax filings, W-2 preparation, and pension remittance management.
Financial Planning
Our financial planning offers deep analysis and strategic guidance for informed business decisions. We prepare monthly financial statements, budget reports, and retirement plan evaluations. Services include entity structure analysis and accounting system optimization for startups.
QuickBooks Consulting
We optimize QuickBooks usage through setup, training, and advanced reporting. Our experts enhance productivity by streamlining workflows and ensuring accurate financial data. Services include system configuration and ongoing support to improve decision-making efficiency.
Business Foundation Services
We assist new businesses with entity structure selection, state/federal form preparation, and accounting system setup. Our guidance includes retirement plan analysis to establish strong financial foundations. Services are tailored to help startups navigate initial challenges confidently.
People
David M. Sanders
Partner
David M. Sanders, CPA, is a partner with decades of experience in accounting and tax services. He focuses on delivering personalized financial solutions to Indianapolis businesses, emphasizing integrity and client-centric strategies.
Timothy D. Bales
Partner
Timothy D. Bales, CPA and CFP, co-leads the firm with expertise in financial planning and tax strategy. He specializes in guiding clients toward long-term financial stability through tailored advisory services.
Lilia Glazman
Accountant
Lilia Glazman provides meticulous accounting support, ensuring accurate financial reporting and compliance. Her attention to detail and dedication to client needs enhance the firm's commitment to excellence.
Rebecca White-Glanders
Office Manager
Rebecca White-Glanders oversees office operations, ensuring seamless service delivery. Her organizational skills and client-focused approach support the firm's mission of exceptional client support.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, including bookkeeping, payroll, tax preparation, and financial reporting. Our fixed monthly pricing ensures predictable costs.
How do you support new business owners?
We assist with entity selection, accounting system setup, and retirement plan analysis to establish strong financial foundations for startups.
Do you offer QuickBooks consulting?
Yes, we optimize QuickBooks usage through setup, training, and advanced reporting to improve financial efficiency for businesses.
What areas do you serve?
We primarily serve businesses and individuals in the greater Indianapolis area.
Are your team members certified professionals?
Yes, our team includes CPA and CFP-certified professionals with decades of combined experience in financial services.
