Services
Practical financial solutions for individuals and small businesses.
Tax Services
Tax Preparation & Planning
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Individual tax returns (1040)
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Small business tax returns
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Strategic year‑round tax planning
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IRS notices & audit support
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State & local tax compliance
Individual Financial Services
Individual Financial Consulting & Planning
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Personal financial planning
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Retirement planning & projections
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Major life event planning (home buying, inheritance, divorce, business exit)
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Budgeting & debt strategy
Business Accounting & Advisory Services
Business Accounting, Payroll & Advisory
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Bookkeeping
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Payroll services
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Financial statements & reporting
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Cash flow management
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Business startup consulting
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Entity selection guidance
Our Process
We follow a simple, thoughtful process designed to understand your goals, identify opportunities, and provide clear, proactive financial guidance.
Connect
We learn about your goals, financial situation, and specific needs.
Evaluate
We review your records, past filings, and opportunities for improvement.
Prepare & Plan
We prepare returns, review your situation, and outline future strategies.
About Us
Hi, I’m William Lovelace — an accounting professional dedicated to making taxes, finances, and planning feel clear and approachable. I work with individuals and business owners who want honest guidance, reliable support, and someone who genuinely cares about their financial well‑being.
I graduated from Indiana University Kokomo with my Bachelor’s in Accounting in 2024, and continued on to earn my MBA from IUK in 2025. Throughout my time in college and in the years since, I’ve worked in both public accounting and private industry, giving me a well‑rounded understanding of both technical compliance and real‑world financial operations. This blend gives me a well‑rounded perspective: I understand the technical compliance side and the practical, day‑to‑day financial challenges that real people and real businesses experience.
I started my firm because I believe everyone deserves access to high‑quality, down‑to‑earth financial support — not just during tax season, but all year long. My mission is to help clients make confident financial decisions and build long‑term stability.
Outside of work, I’m a husband and a new dad. My wife and I married in 2024 and welcomed our first child in 2025. Becoming a parent has strengthened my passion for long‑term financial planning and helping families create a strong foundation for the future.
If you're looking for an accounting professional who is reliable, personable, and committed to helping you succeed, I’d love to connect.
Faith-Driven Values
Principles That Guide Our Practice
We strive to conduct our business in a Christ-like manner—serving others with honesty, compassion, and responsibility. These principles shape how we treat people and the quality of guidance we provide to every client we serve.
