Dan Dunbar, JD, CPA. ROAR Consulting LLC
Over sixty (60) years of combined experience dealing with federal and multistate tax issues. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we’re friendly.
Small Business Accounting: Bookkeeping • Bank Reconciliation • Financial Statement Preparation • QuickBooks Services • Individual Consultation
Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation
Tax: Tax Preparation • Tax Planning • IRS Audit Representation
Advisory Services: New Business Formation • Internal Controls • Compilations • Personal Financial Planning
Partner Services
Tax Preparation
Tax Planning
IRS Audit Representation
Payroll Processing
Vacation, Sick, and Personal Day Accruals
Tax Reporting and EFTPS Deposits
Blog
Federal Income Tax vs. State Income Tax
The United States has a multi-layered income tax system. That means taxes are imposed by federal, state, and local governments. Federal and state income taxes are similar in that they apply a tax rate to taxable incomes. Indiana counties impose their respective county...
What the New Tax Law Means for Your Charitable Giving
Resulting from the Tax Cuts and Jobs Act of 2017, it is more difficult to claim the tax deduction for charitable contributions. However, there are techniques available to plan your giving to hold on to the popular tax break. Being charitable is often its own reward....
Tax Records Retention Guidelines Eliminate Worry!
Not everyone knows that just because their federal income tax return is completed and filed, they aren’t done with it. No, don’t just toss the return and all the tax records in the shred bin and walk away. It is important to retain the documentation that supports the...
Are You Sure You Understand the Gift Tax?
One of the little joys in life is getting – or giving – a gift. There are all the traditional gift-giving events such as birthdays, holidays, new babies, weddings and the like that everyone has participated in by giving or receiving. But there is another kind of gift...
A Health Savings Account Has Perks for Seniors
A Health Savings Account (HSA) is a tax-advantaged account designed for people with certain types of health insurance plans to save for medical expenses. One of the important differences between an HSA and a flexible spending account, or FSA, is that you aren’t...
Tax on Social Security Benefits
You have reached the age when you are collecting Social Security. Do you have to pay income tax on social security benefits? The answer is that it depends. Your benefits might be either non-taxable or partially taxable depending on how much extra income you have from...
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Tony Reffeitt
CRS
President / Broker / Owner
tony@REALintegrity.com
124 East Northfield Drive
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Brownsburg, IN 46112
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