Business Details
50+ Years
experience
Professional Accounting Services in Muncie
Estep Burkey Simmons is a full-service accounting firm licensed in Indiana, dedicated to providing comprehensive financial solutions for individuals, businesses, and nonprofit organizations. With decades of combined experience, our team of certified public accountants offers personalized services including tax preparation, financial planning, bookkeeping, and IRS representation. We prioritize client relationships, community involvement, and industry expertise to deliver reliable, tailored solutions that foster financial success. Our commitment to excellence is reflected in our long-standing reputation for quality service and client satisfaction. We specialize in navigating complex tax laws, optimizing financial strategies, and ensuring compliance across diverse industries.Our professionals hold prestigious certifications such as CPA and CGMA, underscoring our dedication to maintaining the highest standards of expertise. We serve clients in Muncie, New Castle, and surrounding areas, offering both in-person and virtual accounting solutions. Our team actively contributes to local organizations, combining professional excellence with community stewardship. We provide strategic guidance for business owners, retirees, and families, addressing unique financial challenges with clarity and precision. Backed by over 60 years of local experience, we remain focused on evolving with industry changes while maintaining personalized service.
Services
Tax Preparation
Financial Planning
Bookkeeping
IRS Representation
QuickBooks Setup
Estate Planning
Payroll Services
Audit Services
Nonprofit Accounting
Details
- Year established: 1956
Highlights and features
- We offer 60+ years of combined experience in Indiana accounting.
- Our team holds prestigious CPA and CGMA certifications.
- We provide personalized tax relief solutions for IRS issues.
- We specialize in industry-specific accounting for healthcare and construction.
- Our QuickBooks ProAdvisor certification ensures expert software support.
Associations and certifications
- CPA (Certified Public Accountant)
- CGMA (Chartered Global Management Accountant)
What people say
Expert tax guidance
Reliable QuickBooks help
Knowledgeable staff
Effective IRS solutions
Community-focused team
Services
Tax Preparation
We prepare individual and business tax returns while identifying deductions to minimize liabilities. Our CPAs stay current with changing regulations to ensure compliance. Clients receive strategic advice for future tax planning.
Financial Planning
Our planners create customized strategies for retirement, estate planning, and wealth preservation. We help clients manage risk and optimize financial growth through personalized guidance.
Bookkeeping Services
We maintain accurate financial records and streamline accounting processes for businesses. Our services include payroll processing, cash flow management, and financial statement preparation.
IRS Representation
We assist with IRS audits, tax debt resolution, and penalty abatement. Our team negotiates with tax authorities to resolve liens, levies, and wage garnishments efficiently.
QuickBooks Setup
Our ProAdvisors configure and optimize QuickBooks systems for businesses. We provide training, monthly reconciliations, and software integration to improve financial workflow efficiency.
People
James R. Estep
CPA, CGMA
Ball State graduate with 45+ years in public accounting. Focuses on small business consulting. Active in Sunrise Rotary and YMCA leadership. Muncie native dedicated to local clients.
Patrick W. Burkey
CPA, CGMA
Ball State honors graduate specializing in nonprofits and manufacturing. Served as Muncie Children's Museum president. Community leader with 30+ years in local accounting and civic roles.
T. Andrew Roberts
CPA, CGMA
Taylor University graduate with expertise in nonprofit auditing. Current treasurer for Muncie Children's Museum and local church. Specializes in internal controls and risk assessment.
W. Alan Simmons
In Memoriam
Founded firm in 1956 after Indiana University graduation. Served as Indiana CPA Society president and Chamber of Commerce chairman. 58-year career dedicated to client service until retirement in 2014.
Zach T. Criswell
Staff Accountant
Muncie native handling audits and tax preparation. Ball State graduate leading church Sunday School with his wife. Provides hands-on accounting support for business clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, cash flow management, and tax compliance services tailored to small business needs.
Can you help with IRS tax problems?
Yes, we specialize in resolving IRS liens, levies, wage garnishments, and back tax issues through negotiation and payment plans.
Do you offer QuickBooks support?
Our QuickBooks ProAdvisors provide setup, training, monthly reconciliations, and software optimization for businesses.
What tax planning services are available?
We offer year-round tax strategies to minimize liabilities, including retirement planning, estate tax optimization, and business tax credits.
How do you serve nonprofit organizations?
We provide specialized accounting, IRS compliance, and audit services to maintain tax-exempt status while optimizing financial operations.
What sets your firm apart from others?
Our 60+ years of local experience, CPA certifications, and personalized approach create lasting client relationships focused on long-term success.
