Business Details
24 Years
experience
Trusted Accounting, Tax, and Payroll Services in Indianapolis
Act Services has been delivering expert accounting, tax, and payroll solutions to businesses and individuals since 2002. Our team of certified professionals brings decades of combined experience, prioritizing accuracy, proactive planning, and personalized service to meet each client's unique needs. We specialize in outsourced accounting, tax preparation and resolution, payroll management, and strategic consulting, serving clients across industries including healthcare, real estate, logistics, and construction.Our commitment to continuous learning ensures compliance with evolving tax laws and industry standards, while our focus on transparency and communication fosters long-term trust. With a client base exceeding 1,200 and a staff of seasoned CPAs, enrolled agents, and advisors, we pride ourselves on being a reliable partner that simplifies financial complexities. Our mission is to provide timely, ethical, and tailored support that empowers businesses to thrive and individuals to achieve financial confidence.
Services
Outsourced Accounting
Tax Preparation
Payroll Services
Consulting
Virtual CFO/Controller
Details
- Year established: 2002
Highlights and features
- We have over 20 years of experience in accounting and tax services.
- Our team includes CPAs, enrolled agents, and industry-specific specialists.
- We provide proactive tax planning and year-round financial advisory support.
- Our services are tailored to diverse industries including healthcare and logistics.
- We guarantee timely, accurate filings and personalized client communication.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- National Association of Enrolled Agents (NAEA)
- Healthcare Financial Management Association (HFMA)
- Chartered Global Management Accountant (CGMA)
- Medical Group Management Association (MGMA)
- Indiana Certified Public Accountant Society (INCPAS)
- National Association of Tax Professionals (NATP)
- Association of Tax Attorneys (ATA)
What people say
Timely and professional
Competent and cordial
Efficient and knowledgeable
Prompt communication
Trustworthy service
Services
Outsourced Accounting
Our outsourced accounting services provide comprehensive bookkeeping, financial reporting, and dashboard creation tailored to your business needs. We handle historical data entry, customized financial tracking, and scalable solutions for growing companies. With expertise in platforms like QuickBooks and Sage Intacct, we ensure accurate, real-time financial insights that support strategic decision-making while reducing operational overhead.
Tax Preparation
We offer personalized tax preparation for individuals, businesses, estates, and nonprofits with proactive year-round planning. Our CPAs and enrolled agents specialize in multi-state returns, IRS resolution, and strategic tax-saving opportunities. Through detailed consultations and safe harbor planning, we minimize penalties and optimize filings while providing virtual or in-person review sessions to address complex tax scenarios.
Payroll Services
Our payroll services handle complex processing including employee setup, salary changes, and regulatory filings. We ensure accurate W2/1099 generation, tax deposit compliance, and timely payments while integrating with your existing accounting systems. Our team manages high-volume processing for businesses of all sizes, freeing you to focus on core operations without payroll-related stress.
Consulting
We provide strategic consulting for tax law changes, business growth planning, and financial process optimization. Our experts offer scenario analysis, compliance guidance, and operational improvements tailored to your industry. From startup financial foundations to scaling established businesses, we deliver actionable insights that align with your long-term objectives and regulatory requirements.
Virtual CFO/Controller
Our virtual CFO services deliver executive-level financial leadership without full-time costs. We handle budgeting, cash flow analysis, and strategic planning while acting as your external finance partner. This service includes on-site controller support for logistics clients and customized financial governance frameworks to enhance organizational stability and growth potential.
People
Tina Moe
President
CPA with 20+ years of experience, founded Act Services in 2002. Leads a team of 12+ professionals serving 1,200+ clients. Specializes in tax strategy and business growth consulting.
Rebecca Phipps
Client Accounting & Advisory Services
CPA with background in CFO roles for startups and high-growth companies. Joined A.C.T. in 2021, focusing on outsourced CFO solutions and financial consulting for mid-sized businesses.
Karl Bloesch
Manager of Tax Services
CPA since 2016, specializes in corporate and individual tax preparation. Provides IRS representation and serves as on-site controller for logistics clients. Joined A.C.T. in 2014.
Joellen Thackston
Enrolled Agent
EA since 2011 with expertise in multi-state tax returns and IRS resolution. Handles corporate/personal tax planning and represents clients before the IRS. NTPI Fellow with 15+ years of experience.
Frank Brewer
Staff Accountant
Accountant with 9+ years of experience in tax preparation and bookkeeping. Focuses on individual tax work while transitioning to business tax services. Pursuing Enrolled Agent certification.
Questions
What accounting services do you offer?
We provide full-cycle accounting, bookkeeping, financial reporting, and customized dashboard creation using platforms like QuickBooks and Sage Intacct for businesses of all sizes.
Do you handle complex tax situations?
Yes, our CPAs and enrolled agents specialize in multi-state returns, IRS resolution, and strategic tax planning for individuals and businesses with complex financial scenarios.
How does your payroll service work?
We manage payroll processing, employee setup, tax filings, and W2/1099 generation while ensuring compliance with federal and state regulations through automated systems.
Can you assist with business tax planning?
We offer proactive tax planning including safe harbor calculations, scenario analysis, and year-round advisory to minimize liabilities and optimize business financial strategies.
