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
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are things about Social Security that might surprise you.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
To choose a plan, it’s important to ask yourself four key questions.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are three things to consider before dipping into retirement savings to pay for college.
In life it often happens that the answers to our most pressing questions are right in our own backyards.