Category Archives: What We’re Up To

There is very little we won’t do for our clients.

| December 3, 2014

On October 24th, we made a call to the IRS for a client. We were put on hold, and transferred several times. After 5 and a half hours, we were finally able to resolve the issue. We even took a picture as it was a new record for us! There is very little that we … There is very little we won’t do for our clients.

Summer Tax Chatter Issue

| August 6, 2014

We have published our Summer 2014 issue of Tax Chatter!  You can view it in the Archive section of our Newsletter page.  We hope you find the information inside this issue helpful and enlightening.    As always, have a productive day!

Compliance Service Department

| February 3, 2014

  If you receive a letter from “Personal Concepts: Compliance Service Department”, PLEASE call us before you take action. 317-784-7402.  Below is an image of one of these letters.