Broker Check

8935 N. Meridian Street
Suite 113
Indianapolis, IN 46260

LinkedIn

Barnes Financial Services

(317) 663-8452

 
The Power of Tax-Deferred Growth Ready for Retirement? To Buy or Not to Buy Where Is the Market Headed?

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

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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.

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.

View all presentations arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Saving for College 101

Here’s a crash course on saving for college.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow