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
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Surprises
Making the most of surprises is a great reason to work with us.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.