Serving the Evansville Tri-State with: tax return preparation, tax planning, bookkeeping, payroll, 1031 exchanges, and more. Offering our clients a mix of insurance products, including life insurance, long-term care insurance, and disability coverage. Learn about Baker Retirement & Wealth Management, P.C.'s financial management services at bakerretirement.com.
Tax services, insurance solutions, and ongoing support are just a few ways we serve families in the Tri-State area. From succession planning to farm bookkeeping services, the Baker team is here to serve your farming business. We offer small businesses a variety of services, including payroll management, bookkeeping, and tax planning.
Tax services, insurance solutions, and ongoing support are just a few ways we serve families in the Tri-State area. From succession planning to farm bookkeeping services, the Baker team is here to serve your farming business. We offer small businesses a variety of services, including payroll management, bookkeeping, and tax planning.
Services
The Baker team offers two decades of experience in providing tax, accounting, and financial leadership. Families can spend hours determining how the ever-changing laws apply to their specific circumstances. Those wasted hours could have been spent enjoying your family. The same scenario applies to small businesses.
In addition to all of the other services we provide in the Tri-State area, Baker also offers insurance to fit the diverse needs of our clients from Jasper to Fairfield to Owensboro. Baker Insurance's offering includes life, disability, and long term care. We are sure to have an insurance policy to match each phase of life.
When it comes to tax and insurance services in the Evansville area, you need a name you can trust. We at Baker Retirement & Wealth Management have dutifully served the community for years. From tax services to insurance products to professional advice, Baker has you covered from Harrisburg to Boonville to Henderson.
The Baker team offers two decades of experience in providing tax, accounting, and financial leadership. Jeff Baker, owner of Baker Retirement & Wealth Management, has a long-standing commitment to serving residents of Southern Indiana. Jeff's education includes a B.S. from Purdue University in Agriculture and a M.S. from the College of Financial Planning in Financial Analysis.
Reviews (1)
Tasha B.
May 11, 2018
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Way overpriced. I do not recommend this service. I went to Bakers after hearing an advertisement on the radio. I had initially thought this would be a nice service considering I needed my taxes completed for my mother and I. Both me and my mothers taxes were short form and very simple to complete. I was requested to give many unnecessary forms, and was charged over $700.00 for the both of us. Again I chose them because they had advertised as if they were reasonable. After they informed me of what they were going to charge me (after weeks of stalling and asking for forms), I opted to use another
