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
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
2017 Year in Review
Take a look at this 2017 Market Recap.
Rightsizing for Retirement
What does your home really cost?
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Saving for College 101
Here’s a crash course on saving for college.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Surprises
Making the most of surprises is a great reason to work with us.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.