Blue River Financial - Tax Preparation Services, Financial Planning, Investments

Jacob is a great advisor and CPA! We have used him for several years. His office ladies are very sweet and willing to answer questions. Jacob always goes above and beyond. He is very thorough and has even answered questions about our taxes while he was on vacation. The app is easy to use, upload tax documents, and schedule appointments. This year we even had a virtual zoom appointment so we didn?t have to drive to Knightstown. We can?t say enough good things about this company!

Jacob has been our tax guy for 9 years! He does a great job with our taxes and is very knowledgeable and eager to help with all our financial questions and needs. His office staff is very friendly, and his office space is clean and inviting. My husband and I recommend Blue River Financial to everyone we talk to!

When we started our business Jacob was our first stop.. he knew all of the resources we needed and told us that he wanted to help us be successful. He and his team have been a crucial part of our strategy. Friendly, intelligent, kind and our trusted financial advisor. If you?re looking for someone who will come along side you and help you make the right choices for your future, Blue River Financial is the best place!

Jacob does an outstanding job. He has been my CPA for many years and he is always very helpful and pleasant. He answers all of my questions and is extremely easy to work with. I highly recommend doing business with him. I am in the military and he?s quite military-friendly. He?s also a good resource for discussion finances and planning. Don?t hesitate to contact him.

I have been coming to Jacob for my taxes for years and he always does an amazing and thorough job every time. He always does his best to help you. The client portal they use has an app that is extremely user friendly for both civilian and military clients alike. Completely recommend coming to him for your tax and financial advice!

Jacob has done our taxes for the past several years. He is honest and very easy to work with. We trust him with our complicated taxes. Even though we live about 25 miles from his office, it is worth it for us to make the trip to have him prepare our taxes.

Great service at Blue River Financial. Staff is very friendly and make you feel welcomed as soon as you walk into the door. Jacob is very knowledgeable and organized. He not only is very helpful but he also cares about his clients on a personal level. With out a doubt I highly recommend him and will continue to come to him for many years.

Jacob has been completing our family taxes for three years now. Jacob is quick and always explains any and all issues related to our tax return. Jacob also gave me some great advice on how contributing more to our HSA would result in a better tax position for us.

Blue River Financial has been so great to work with! My husband and I started working with Jacob to do our taxes this year for the first time and he did an amazing job! He is so knowledgeable about taxes and about everything financial in general. He has given such great financial advice and how we can excel and expand our wealth. You can tell that he really does care and wants his clients to excel in life. You can tell that he doesn?t care about making money, but instead about how you can make more money. H

Jacob goes above and beyond to help his customers. The canopy app that Blue River uses makes uploading documents a breeze and took so much stress out getting my taxes done. I personally have utilized the various options for phone calls, zoom calls, and in person meetings that work around my busy schedule to ensure all my tax needs are met. I highly recommend this company and Jacob.

Jacob has done our taxes for several years. He is very thorough and has helped us plan for the next year as well as rethink and consolidate our retirement accounts. He is very knowledgeable and is Veteran friendly!

We have worked with Jacob for our tax and financial planning for the past few years now. He is personable, efficient, professional, and very easy to work with. We would highly recommend him for all your tax preparation and financial planning needs.

Jacob is excellent at combining financial planning and tax planning. He caught a large tax withholding error from an employer, helped us correct the situation then plan for the impact it would make on our family over the next year. We?ve used him for about five years now and we would recommend without hesitation!

My husband and I had a great experience getting our taxes done with Jacob at Blue River Financial. He was knowledgeable and made the process painless. We plan to continue using his services.

Jacob was great to work with to file my taxes after a big life change. With their client portal and Zoom, everything was done virtually. This made things so very easy. I appreciate all of the help Blue River Financial provided!

Jacob is hands down the best around! I came to him nervous about my first year in business taxes, put a lot on his plate, and he was phenomenal. Not only is he good at what he does, you can tell he actually cares about his clients and wants everyone to walk away feeling better than they did walking in. I will be recommending him to everyone!

Jacob is a Military Veteran friendly advisor. He is top notch at what he does and understands the unique and sometimes complex tax and investment situations Service Members are trying to navigate. As a Veteran business owner, I highly recommend him for all your tax, business, and investing needs!

The team at Blue River did an amazing job on our business and personal taxes. Grant and Jacob made the process a breeze. Highly recommend them!

Jacob is a great person to work with. This is our first year doing our taxes with him and see many years ahead. Very knowledgeable, helpful, and personable. Thank you for making the process so easy.

My first time using Jacob, and it was nothing short of amazing. He is so well organized, professional, and efficient. We will definitely be using Blue River Financial for many years to come.

Jacob is the best at doing your taxes! Easy and quick process, definitely a lot better than if I did it myself! He?ll walk you through everything and answer any questions you have. I highly recommend!

Jacob is great to deal with. Their app is very easy to use. He made my tax return simple and easy. Would recommend him to anyone.

I enjoyed the professionalism of Jacob and the fun environment of the office. Jacob clearly knows what he?s doing and was ready to answer my questions and help me find solutions. 100% recommend. He has a life long client with me.

Jacob is very kind and knowledgable. He communicates well and is easy to work with. He has a very friendly app for uploading documents. I would highly recommend him and his services.

Got my taxes done here. The staff is friendly and organized. Easy app, just upload pictures of everything. Took seconds. Jacob saved me hours! I will be back next year to do my tax returns.

Been doing business with Jacob for a few years now. He does a great job bringing investment planning and tax planning together in an easy to understand and effective way.

Jacob has been very helpful with me just starting my business. Between answering all my questions and keeping my finances up to date I am very pleased.

Blue river financial has been a great asset to our company! Everything is easy to understand and has been helpful in making sure we understand the process.

Jacob is fantastic and was a pleasure to work with. He explains everything and makes it easy to understand.

We have been very satisfied with our service at Blue River Financial in the past and look forward to using them in the future. Great service with an easily accessible location and friendly atmosphere.

Jacob is very helpful and explains what I want to know. He's excellent!

Great place to have your taxes done and get financial advice

The absolute best. I would highly recommend this place. Very intelligent and knowledgeable, I trust these people. I would give them 10 stars ??!

Jacob is great. Great service, wonderful team!

Great company and very professional! I highly recommend! Thank you!

Very professional and takes the time to break down and make sure you understand everything.

Very knowledgeable & makes everything easy to understand.