Patton Tax Services

Patton Tax Services Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Patton Tax Services, Finance, 11711 N College Avenue Suite 200, Carmel, IN.

If you made money in 2025, Uncle Sam wants his cut! Patton Tax is a trusted accounting firm that always puts the clients...
01/27/2026

If you made money in 2025, Uncle Sam wants his cut!

Patton Tax is a trusted accounting firm that always puts the clients' needs first. Read the reviews for yourself!

Services include:
• Tax preparation
• Tax planning
• Creating & implementing tax savings strategies
• Small businesses & partnerships
• Investments, real estate & multi-state income
• IRS notices & communications

Our goal:
✔️ Maximize deductions
✔️ Provide clear and understandable advice
✔️ Save you $50,000 in taxes in your lifetime

Trusted. Responsive. Professional.
🔷Free consultations
🔷$50 first-year client credit
🔷Unlimited referral credits

📞317-519-2230 / 317-581-5664
🌐www.PattonTax.com
📧[email protected] / [email protected]

Learn about our services and reach out to us via phone, email, or website! We are a trusted firm that keeps our clients'...
01/10/2025

Learn about our services and reach out to us via phone, email, or website! We are a trusted firm that keeps our clients' interests ahead of our own!

- Tax planning guide built to save $50,000 in taxes over your lifetime
- Personalized tax planning to fit your current and future situation
- Easy to understand tax strategies to save you thousands in retirement
- Flat fee charge with no hidden costs (includes tax filing, preparation, and planning)
- Holistic approach with your financial goals in mind
- In-person and virtual options

Scheduling Options:
Email: [email protected]
Phone: 317-581-5664 ext 250 or 317-519-2230
Website: PattonTax.com

04/03/2024

Need your taxes done last minute? Schedule with Patton Tax today!

- Tax Preparation
- Tax Planning
- Tax Guidance
- In-Person or Virtual
- Free Consultations
- Competitive Pricing

PattonTax.com
317-519-2230
317-581-5664
[email protected]

Call now to connect with business.

03/12/2024

Still looking for tax service in Carmel and the greater Indianapolis area? Call Patton Tax today and we will help you with all of your tax needs. First time customers receive a $50 discount!

PattonTax.com
317-581-5664

Still gathering all of your tax documents? Contact us today and receive tax preparation and tax planning for half the pr...
02/07/2024

Still gathering all of your tax documents? Contact us today and receive tax preparation and tax planning for half the price of the industry standard! PattonTax.com is a great place to read and learn about what we do. Tax planning for your future starts today.

317-581-5664

Learn about our services and reach out to us via phone, email, or website! We are a trusted firm that keeps our clients'...
01/24/2024

Learn about our services and reach out to us via phone, email, or website! We are a trusted firm that keeps our clients' interests ahead of our own!

- Personalized tax planning to fit your current and future situation
- Easy to understand tax strategies to save you thousands in retirement
- $250 flat fee with no hidden costs (includes tax filing, preparation, and planning)
- Holistic approach with your financial goals in mind
- In-person and virtual options

Scheduling Options:

Email: [email protected] or [email protected]
Phone: 317-581-5664 or 317-519-2230
Website: PattonTax.com

01/15/2024

If you moved or started a new job, or want to have your taxes prepared professionally to make sure you are taking advantage of all your deductions and tax credits. Call Kurtis Ternet at 317-581-1776 to set an appointment. With 3 decades of experience and showing each person how to save $25,000 or more in taxes today and/or during retirement, come talk with us. $250 for the first year to get your taxes prepared and/or create a tax plan, it is more than worth the visit.

01/08/2024

Welcome to 2024! Let us help you navigate your tax and tax planning. We are accepting new clients. Although preparing your taxes seems like an easy task, knowing how to maximize the deductions while minimizing taxes today and tomorrow can be difficult. Call (317) 581-1776 and ask for Kurtis Ternet to schedule.

Finance

12/23/2023

For Indiana residents, make sure you get your 529 deposit in prior to year-end. The State of Indiana will give you $1500 as a tax credit on your return. That is a free 20% return on your money. You might be saying, "I no longer have kids in college." OK, you should still contribute for tax and retirement planning. Call us and we will explain how this simple loophole can save you $20,000 in retirement. 3175815664 and ask for Kurtis. You can do this yourself as well at college choice Indiana. If you can only put in $1000, it gives you back $200.

Tax Planning:Is this only for the affluent? No.There will be taxpayers who pay an extra $50,000 in taxes during retireme...
12/12/2023

Tax Planning:
Is this only for the affluent? No.

There will be taxpayers who pay an extra $50,000 in taxes during retirement, simply by not planning before retirement.

Having a simple game plan to navigate taxes in retirement is critical to winning. Washington has a game plan, you should have your own.

We do not use life insurance to accomplish this plan. The plan involves understanding how to save the $50,000 with your income and assets you already have or will accumulate prior to retirement.

Set an appointment today with a firm focused on winning and using a tax plan that is simple and easy to follow.

Patton Tax provides outstanding service to our clients because of our dedication to the three underlying principles:1. P...
08/22/2023

Patton Tax provides outstanding service to our clients because of our dedication to the three underlying principles:
1. Professionalism
2. Responsiveness
3. Quality

Services Offered:
1. Individual Tax Preparation
2. Tax Planning
3. Personal Financial Planning
4. Estate Planning
5. Retirement Planning
6. Elder Care
7. Wealth Management

Our site is also full of resources, guides, and calculators to help you build your financial future!
11711 N College Ave #200
Carmel, IN 91711
[email protected]
[email protected]
Phone: (317) 581-1776
Fax: (317) 581-1812

Address

11711 N College Avenue Suite 200
Carmel, IN
46032

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