Taxes

• Tax Planning
  Kevin is a 1985 graduate of the University of Kentucky and holds a license to practice public accounting in both Indiana and Kentucky. He has a track record of success in the financial services industry, where he has developed proven expertise in auditing, tax planning, business valuation, operational and performance evaluation, mergers and acquisitions, systems development and regulatory matters. Kevin is a frequent speaker and instructor for industry associations and business groups and is active in the community. He has served as an officer and director for a variety of community service organizations.
• Estate Taxes
• IRS Representation
• Tax Services
  Sherman, Barber & Mullikin offers a challenging and rewarding career for talented and motivated individuals at various professional levels. We recognize that our employees are our biggest asset and that happy team members translate into a successful team. We are not the typical local accounting firm for a variety of reasons. Unlike most local firms, we offer the full range of professional services including audits and financial statements, tax preparation and planning, specialized consulting services and more. Another area that distinguishes us from other firms is our approach to client service. Our team oriented approach gives employees the opportunity to communicate and develop relationships with client personnel at all levels. Our clients benefit from ongoing interaction and relationships, not just once a year when tax time rolls around.
• Tax Deductions
  QBI may sound like the name of a TV quiz show. But it's actually the acronym for "qualified business income," which can trigger a tax deduction for some small business owners or self-employed individuals. The QBI deduction was authorized by the Tax Cuts and Jobs Act (TCJA), and it took effect in 2018.
• Income Tax
  If you're like many Americans, your mailbox may have been filling up in recent weeks with letters from your favorite charities acknowledging your 2023 donations. But what happens if you haven't received such a letter for a contribution? Can you still claim a deduction on your 2023 income tax return for the gift? It depends.

Investment

• Investment Management
  We are associate members of the Indiana Rural Water Association, Alliance of Indiana Rural Water and Indiana Regional Sewer District Association.

Accounting

• Accounting Services
  As a small business owner you have more important things to do than to keep your own books. We have structured services to meet your bookkeeping and accounting needs so you can get focused on running your business.
• Payroll Services
  Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
• Bookkeeping Services