The 2019 Tax Season is Here!
Stay Tuned for Tax Updates coming January 15, 2019!
Schedule your tax appointment today with our Online Appointment Calendar
Office locations for our Indianapolis and New York offices
Indianapolis Office (Gail A. Barnes)
8935 N. Meridian Street, Suite 113, Indianapolis, IN 46260
(317) 337-9820 (o)
New York Office (Aquaila S. Barnes)
575 Fifth Avenue, 14th Floor, New York, NY 10017
(212) 360-2363 (o)
Houston Office (Marcus Barnes)
(214) 682-7800 (o)
Barnes Financial Services (BFS) is a family-operated practice based in Indianapolis, New York/Tri-State area and Houston. Built on the reputation for educating and assisting small businesses and individuals in pursuing their financial goals, BFS offers personalized accounting, tax & financial services... (read more on our About Us page)
Helpful Content
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Debt Stress
There’s a link between debt and stress.
View all articles 
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
View all calculators
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
2017 Year in Review
Take a look at this 2017 Market Recap.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.