The 2018 Tax Season is Here!
Stay Tuned for Tax Updates coming January 15, 2018!
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
New York Office (Aquaila Barnes):
274 Madison Avenue, Suite 1103, New York, NY 10016
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)
Take advantage of the useful resources available on this site...
- Calculators, Relevant Financial Articles and Newsletters
- Tax Library with access to the current Federal tax rates
- Stock Quotes, and
- Web Links directly to your government agencies
Helpful Content
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate