Attentive CPA services built on transparent advice and unparalleled support.
Indianapolis-based CPA serving small businesses and their owners.
What Clients Are Saying
Evan is a pleasure to work with. Knowledgeable, accurate and great communication. Can’t ask for more. I highly recommend Evan.”
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— Matt H.
Very reliable and accurate with information, quick to respond and friendly. Great for small businesses. Highly recommend!”
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— Ken F.
Promises
Integrity
Honesty, fairness, and transparency are the foundation of everything done at Sonata.
CPA’s see some of the most confidential information, and I count on being a trusted advisor. It’s what I build my personal and professional life on.
Speed
You need answers - fast! I pride myself in solutions that are both comprehensive and timely.
Collaboration
I’m not a tax shop looking to beef up my numbers. Quality, long-lasting relationships are what counts here at Sonata.
I listen to your needs, question further and meticulously find a solution.
Services Snapshot
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Putting the books together month by month so you know exactly where your business stands
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Smooth filings, accurate compliance coupled with expert strategy
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Business startup consultations, payroll software guidance, analysis and more
How We Can Work Together
The Sonata Partnership: Your Comprehensive Financial Foundation
Eliminate financial surprises with year-round accounting and proactive tax services in one fixed-fee service.
Accounting
Monthly bookkeeping
Financial statement preparation
Financial statement analysis
This means:
You books are current and clean all the time.
You are notified of crucial trends, positive or negative as I examine your financial statements.
Tax
Business tax return preparation
Tax planning throughout the year
1099 filing
This means:
Tax efficient decisions can be made.
You don’t have to worry about tax compliance.
I analyze vendors for potential 1099 filings so you can spend your time elsewhere.
Advisory
My email and phone are always open. No question is too small.
Quarterly meetings to walk through your financial statements, discussing the financial goals for your business as well.
This means:
You have a trusted advisor in your corner, available to answer your questions. If I don’t know the answer at that moment, I will let you know that I will be researching authoritative sources to get you accurate and relevant answers.
Includes: Monthly Bookkeeping • Business Tax Filings • Unlimited Communication • Quarterly Strategy Sessions
Standalone Services
For specific solutions apart from the year-round accounting and tax partnership detailed above.
These can services can include, but are not limited to:
Accounting
Year-end bookkeeping cleanup
QuickBooks Online training and/or setup
Payroll Advisory
Guide to using Gusto or QuickBooks Online Payroll
Checkup on your payroll filings
Tax
Individual tax return preparation
Tax planning meetings
Tax strategy analysis and implementation
Estimated tax payment calculations
Finance
Financial planning and forecasting
Budgeting
Onboarding
Discovery
Let's discuss your business and how Sonata can serve you. This can include the ongoing partnership or a one-time engagement.
Engagement
After I understand your accounting and tax needs, I will send you a personalized proposal within 48 hours.
Access
Once accepted, you’ll invite me to have access to your financials and other systems, as necessary.
Service
You receive unparalleled service that supports your growth and success!
Let's Work Together
Collaboration is one of my promises and understanding you & your business brings clarity to our collaboration. I'd love to meet to discuss your business and how Sonata can serve you.
I'm flexible and can meet face-to-face or over an online call. For those interested and located in the Indianapolis area, lunch is on me!