Business Details
Trusted Accounting and Tax Services in Schererville, IN
Thomas W Daniels has built a reputation for delivering exceptional accounting, tax, and consulting services to individuals and businesses across Northwest Indiana and Chicago. With over four decades of combined industry experience, our team prioritizes client relationships, technical excellence, and ethical standards. We specialize in tailored financial solutions that align with each client's unique goals, whether they operate in manufacturing, services, or require personal financial planning. Our commitment to continuous professional development ensures we stay ahead of evolving regulations and market dynamics. By maintaining a client-centric approach, we foster long-term partnerships grounded in trust and measurable results.Our expertise spans accounting systems setup, tax strategy, estate planning, payroll compliance, and business succession advisory. Recognized for our meticulous attention to detail, we serve corporations and individuals seeking reliable financial stewardship. Backed by memberships in prestigious organizations like the American Institute of CPAs and state accounting societies, we uphold the highest industry standards. Our mission remains focused on exceeding expectations through personalized service, innovative solutions, and unwavering integrity in every engagement.
Services
Accounting Services
Tax Planning
Estate Planning
Payroll Processing
QuickBooks Support
IRS Representation
Financial Planning
Entity Selection
Bookkeeping
Reviews and Compilations
Highlights and features
- We offer over 40 years of combined experience in accounting and tax services.
- Our team includes certified professionals with CPA, CFP, and PFS designations.
- We provide personalized service with continuity of staff for consistent support.
- Our expertise spans both Big 4 and local firm accounting practices.
- We maintain active memberships in national and state accounting societies.
Services
Accounting Services
We provide comprehensive accounting solutions for businesses from startups to established enterprises. Our services include general ledger maintenance, financial statement preparation, payroll processing, and cash flow forecasting. With expertise in accounting system setup and cost-containment strategies, we help businesses maintain accurate records and make informed financial decisions while ensuring compliance with regulatory requirements.
Tax Services
Our tax services cover individual, small business, and corporate tax planning and compliance. We help clients minimize liabilities through strategic planning while maximizing cash flow opportunities. With continuous updates on changing tax laws, we ensure accurate return preparation and representation during audits. Our approach combines technical expertise with personalized strategies to meet both short-term obligations and long-term financial goals.
Estate Planning
We specialize in estate and trust planning to ensure smooth asset transfer while minimizing tax burdens. Our services include developing succession plans for business owners and creating strategies for individuals to protect their legacies. By navigating complex tax regulations, we help clients establish frameworks that align with their wishes while providing financial security for beneficiaries during critical transition periods.
Payroll Services
Our payroll solutions streamline payroll administration through accurate processing, timely tax payments, and regulatory compliance. We handle federal and state payroll tax filings while ensuring proper record-keeping. By managing these complex requirements, we help businesses reduce administrative burdens and avoid penalties. Our services integrate seamlessly with accounting systems to maintain financial accuracy across operations.
QuickBooks Support
We offer comprehensive QuickBooks implementation, training, and support services. From initial setup to ongoing maintenance, our experts optimize software functionality for business needs. Our services include system customization, transaction reviews, and process improvements to ensure accurate financial reporting. By combining technical support with accounting expertise, we help businesses maximize their accounting software investments for better financial management.
People
Thomas W. Daniels
President
CPA, MBA, CFP, and PFS designee with decades of accounting experience. Leads firm strategy while maintaining active client advisory roles. Committed to professional excellence through continuous education and industry leadership.
Brian T. Daniels
CPA, MST, EA
Certified Public Accountant and Enrolled Agent with 15+ years in public accounting. Specializes in tax compliance, financial reporting, and business advisory. Holds Masters in Taxation from DePaul University. Combines technical expertise with client-focused solutions.
Janis L. Couwenhoven
CPA
Experienced Certified Public Accountant with extensive background in financial reporting and compliance. Focuses on delivering accurate accounting solutions while maintaining strong client relationships through clear communication and technical proficiency.
Janice E. Swart
Key team member providing accounting and tax services with demonstrated expertise in financial planning and compliance. Maintains focus on client satisfaction through personalized attention and professional diligence.
Susan G. Couwenhoven
Experienced professional supporting diverse accounting and tax needs. Contributes to client success through accurate reporting, compliance management, and collaborative problem-solving approaches.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, financial reporting, payroll processing, and tax compliance tailored to small business needs.
How do you help clients with tax planning?
We develop customized tax strategies to minimize liabilities while ensuring compliance, leveraging our expertise in current tax laws and regulations.
Do you offer QuickBooks support for businesses?
Yes, we provide QuickBooks setup, training, and ongoing support to optimize accounting processes and financial reporting accuracy.
What estate planning services are available?
We offer comprehensive estate planning including trust creation, asset transfer strategies, and tax-efficient succession planning for individuals and business owners.
How can I track my tax refund status?
We provide guidance on tracking refunds through IRS systems and can help interpret refund timelines based on filing methods.
What sets your firm apart from other accounting services?
Our combination of technical expertise, personalized service, and 40+ years of combined experience ensures tailored solutions that prioritize client goals.
