Business Details
Your Trusted Accounting Partner in Muncie, IN
Estep Burkey Simmons is a full-service accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With decades of combined experience, our team of certified professionals specializes in tax preparation, financial planning, estate planning, and business advisory services. We prioritize professionalism, responsiveness, and quality, ensuring clients receive personalized attention tailored to their unique needs. Our expertise spans industries including construction, healthcare, law firms, and non-profit organizations.We leverage advanced tools like QuickBooks to streamline financial processes while maintaining a strong focus on minimizing tax liabilities and maximizing long-term financial growth. Committed to community involvement, our team actively participates in local organizations and professional associations. We serve clients in Muncie, Indiana, and surrounding areas, offering free consultations to help clients achieve financial clarity and success.
Services
Personal Financial Planning
Tax Preparation
Bookkeeping Services
Estate Planning
Business Advisory
QuickBooks Support
Payroll Solutions
Retirement Planning
Audit Services
Non-Profit Accounting
Highlights and features
- We offer over 50 years of combined experience in accounting and tax services.
- Our team includes CPAs with specialized expertise in QuickBooks integration.
- We provide tailored financial planning for retirement, estates, and business growth.
- Our firm maintains active involvement in local business and non-profit communities.
- We guarantee year-round tax compliance support and IRS dispute resolution.
What people say
Leading firm
Personal attention
Professional team
Quality service
IRS help
Services
Personal Financial Planning
Our financial planning services help individuals achieve long-term goals through risk assessment, investment analysis, and retirement strategies. We create customized plans integrating tax considerations and estate planning needs. Clients receive ongoing support to adapt plans as life circumstances change, ensuring sustained financial security.
Business Advisory Services
We assist businesses with cash flow management, internal controls, and strategic tax planning. Our services include budget creation, profitability analysis, and CFO-level advisory for small businesses. We help establish accounting systems and compliance frameworks tailored to specific industry requirements.
Tax Preparation
We handle individual and business tax preparation with focus on maximizing deductions while ensuring compliance. Our team specializes in complex returns, payroll tax issues, and IRS dispute resolution. We provide year-round tax planning to minimize liabilities for both personal and corporate clients.
Estate Planning
Our estate planning services include asset allocation strategies, trust administration, and gift tax planning. We collaborate with legal professionals to create comprehensive plans that protect family assets and facilitate smooth wealth transfer while minimizing tax implications.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting for small businesses. Our experts optimize software configurations for accurate financial reporting and streamline bookkeeping processes. Clients receive hands-on support to maximize the platform's features for daily operations.
People
James R. Estep
CPA, CGMA
James Estep is a Ball State University graduate with 40+ years in public accounting. He specializes in small-business consulting and serves on the Sunrise Rotary board. Active in community leadership, he focuses on client service excellence.
Patrick W. Burkey
CPA, CGMA
Patrick Burkey brings 30+ years of experience with expertise in non-profit organizations and manufacturing. A Ball State honors graduate, he contributes to local institutions as church finance committee member and former Muncie Jaycees treasurer.
T. Andrew Roberts
CPA, CGMA
Andy Roberts specializes in non-profit auditing after working with national accounting firms. He graduated from Taylor University and serves as treasurer for Muncie Children's Museum and his local church congregation.
Zach T. Criswell
Staff Accountant
Zach Criswell handles audits and tax preparation services. A Ball State accounting graduate, he leads church Sunday School programs and provides technical expertise in financial reporting and compliance.
Hanna Wright
Staff Accountant
Hanna Wright performs audits and bookkeeping services. With a master's in accounting from IUPUI, she coaches cheerleading and specializes in financial statement preparation and tax compliance for small businesses.
Questions
What tax services do you offer for businesses?
We provide comprehensive business tax services including federal/state filings, payroll tax compliance, entity selection, and strategic tax planning to minimize liabilities while ensuring regulatory compliance.
How can you help with QuickBooks setup?
Our QuickBooks specialists configure accounting systems, optimize chart of accounts, and provide training to ensure accurate financial tracking and reporting tailored to your business operations.
Do you offer financial planning for retirement?
Yes, we create personalized retirement plans evaluating Social Security timing, investment strategies, and required distributions to ensure sustainable income throughout retirement years.
What estate planning services are available?
We offer asset allocation strategies, trust administration, and tax-efficient wealth transfer planning through collaboration with legal professionals to protect family assets and minimize estate taxes.
Can you assist with IRS tax problems?
We specialize in resolving IRS issues including liens, levies, and wage garnishments through proven negotiation strategies and compliance solutions to restore financial stability.
What accounting services do you provide for small businesses?
We offer bookkeeping, cash flow analysis, budget creation, and internal control systems implementation to help small businesses maintain accurate financial records and improve profitability.
