Office Location:
2346 S Lynhurst Dr.
Suite E-201
Indianapolis, IN 46241
(by appointment)
FILE WITH HEIRESS TAX SOLUTIONS FROM THE COMFORT OF YOUR HOME OR
IN OUR OFFICE
About ME
TAI SPENCER
I am a professional tax preparer specializing in small business tax preparation, commercial insurance solutions, and bookkeeping services. I work closely with entrepreneurs, self-employed professionals, and growing businesses to help them stay compliant, reduce tax liabilities, and protect their operations with the right insurance coverage.
With expertise in business tax filing, year-round bookkeeping, payroll support, and commercial insurance policies, I provide a streamlined, all-in-one financial solution for small businesses. My services are designed to help business owners improve cash flow, stay organized, and make informed financial decisions throughout the year—not just during tax season.
As a trusted advisor, I focus on accuracy, transparency, and proactive planning. Whether you need help with monthly bookkeeping, business tax returns, liability insurance, workers’ compensation, or general business protection, I tailor my services to fit your industry and goals.
My mission is to help small businesses operate confidently, stay protected, and grow sustainably through expert tax preparation, reliable bookkeeping, and comprehensive commercial insurance support.
Looking forward to hearing from you, talk soon.
Tax Help You Need and & Biggest
Possible Refund Guaranteed!
Heiress Tax Solutions provides unparalleled personalized tax services to a broad range of clients from individual, self-employed to small businesses. As your IRS authortized e-file provider, we are here to ensure that all your tax preparation needs are met accurately and as quickly as possible. We take pride in our ability to provide our clients with up-to-date knowledge on important IRS updates and changes. We are ready and able to serve as your tax professionals and help guide you down the path to success.
OUR TAx Preparation SErvices
We provide a comprehensive range of tax preparation services to make your tax season stress-free. Our team also offers tax planning assistance to help you manage your taxes more effectively.
Tax Preparation Process
Schedule a virtual
or In-office appointment with a Tax Pro
Select
“file online” or "File in office.
FILL OUT THE CLIENT FORM
Fill out the “Client Contact Form”. After you have completed the form, you will be able to schedule your appointment.
get ready for your appointment
To get ready for your appointment
you will receive a link to complete the "Client Data Form".
File with a live tax pro
File with a live Tax Pro in-Office at 2346 S Lynhurst Dr. Suite E-201 Indianapolis, IN 46241 or File with a Live Tax Pro on-line VIA ZOOM.
WHY CHOOSE US?
We recognize that each client’s financial situation is unique. That’s why we take the time to understand your needs, concerns, and goals, customizing our services to achieve the best possible results for you.
With extensive experience in the financial industry, our team of certified professionals is highly knowledgeable about the constantly evolving tax codes and regulations. We stay informed on the latest updates to provide you with accurate and trustworthy guidance.
Our history of satisfied clients is a testament to our commitment. We take pride in helping both individuals and businesses not only meet their tax responsibilities but also achieve long-term financial success.
Frequently Asked Questions:
What documents do I need to prepare my taxes?
You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.
When is the tax filing deadline?
For most individuals, the tax filing deadline is April 15th. However, you can file for an extension.
What are the benefits of using a professional tax preparer?
Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.
Can I e-file my taxes through your website?
Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.
What should I do if I can't pay my taxes in full by the deadline?
If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.
What tax credits and deductions am I eligible for?
Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.
How long does it take to receive my tax refund?
The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.
What if I have income from multiple states?
If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.
What records should I keep for tax purposes?
It's important to keep records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns.
What is the penalty for filing taxes late?
The penalty for filing taxes late is usually 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum of 25%. If the return is more than 60 days late, the minimum penalty is $435 or 100% of the unpaid tax, whichever is less.
What happens after I submit my client data form?
One of our tax professionals will review your information and call with 24 hours for a free estimate.
What documents do I need to verify my Identification?
ID, Taxpayer Social Security Card, and Dependent Social Security Cards.
What documents do I need to verify my filing status and address?
Utility Bill, Lease, Cable Bill.
What documents do I need to verify my dependents relationship?
Birth certificate, Adoption statements, Government statements.
901-214-4191
Our Office: 2346 S Lynhurst Dr.
Suite E-201
Indianapolis, IN 46241