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BOGARD CPA

BOGARD CPA

Reviews Summary

Consensus: Bogard CPA receives consistently outstanding praise for exceptional tax and accounting services. Clients highlight Heather's expertise, professionalism, and friendly approach, noting thorough, timely work with great attention to detail. Many appreciate the efficient electronic systems, affordable pricing, and ability to handle both personal and business taxes seamlessly. Long-term clients emphasize trustworthiness and invaluable guidance for business growth. The firm is widely recommended for its personalized service, quick turnaround, and ability to simplify complex tax matters while maintaining excellent communication.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Startups
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Startups
Individual Taxpayers
QuickBooks

Contact Information

Address

650 N Girls School Rd Suite E50

Indianapolis, Indiana 46214

Visit Website Call Now Get Directions

Hours

Monday Closed
Tuesday Closed
Wednesday 12-12:15PM
Thursday Closed
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Heather has been extremely helpful and knowledgeable in helping me file my taxes for my business. I have always filed my taxes on my own, but wish I would?ve found Heather sooner. She has made the process easy and stress free. I highly recommend this company to anyone looking for help in this area!

I believe have known Heather for about 5 years now. I truly do not believe there is anyone else I could trust to do my corporate taxes along with my personal taxes. I have introduced my children and business colleagues to her due to the massive trust I have in her understanding of the Tax laws and ability to keep me on track. Incredibly detailed and organized. I will continue to recommend to her to anyone who tax needs. Outstanding person!

Heather and Mike are amazing! They answered all my million questions without hesitation or ever getting the feeling like I was bothering them! They got my taxes done Super quickly and very thorough. I also loved the app of uploading my stuff instead of having to drive to them to drop things off etc! I will use them again and again!!!!!

Bogard CPA is wonderful!! Heather was able to get an amazing return for me, found mistakes H&R Block made the year before (resulting in more $ for me), and she found a mistake my employers were making! Very professional, knowledgeable and affordable! Will be going back next year! HIGHLY recommend!

Bogard CPA has been an amazing blessing! Heather was instrumental in helping me launch my business and has been spot on month after month for years taking care of all of my accounting and tax needs, allowing me to focus on operation and growth of my business. Bogard CPA has undoubtedly been one of the best business decisions and partners I've ever made. You simply won't find anyone better for all of your accounting and tax needs. Thanks a million!

Heather has done my taxes for many years now. She?s as thorough and accurate as anyone I have ever dealt with. I?ve referred several family members and friends to her and will continue to do so. Her all around knowledge is far reaching and I can?t imagine going anywhere else. Regardless if you?re a single mother or a corporation you can trust you?re in good hands. I?ll go as far as saying you absolutely won?t find anyone as good or as candid as she is.

Heather has done our taxes for many years now. Without fail, she is always friendly, professional and accommodating, especially when you have life and/or work obstacles that arise unexpectedly. In today?s service world where personal connection is becoming increasingly rare, Bogard CPA and Heather stand out as true gems.

We have been working with Heather for nearly 10 years. My husband and I own our business and she takes care of all our accounting/tax needs. Very prompt and professional. Highly recommend!!!!

Bogard CPA Accounting and Tax Services is the finest CPA service that I have had the pleasure to do business with. They are thorough and timely in response. I have the upmost confidence in their knowledge in the field, they go above and beyond in assuring that the customer is satisfied. I have referred several friends and family to their business.

Heather and her team are excellent! They are always so kind and Heather helps us with every single question that we have. Heather?s advice and guidance have been so helpful in managing our business. We couldn?t have done it without her!

Best experience when it comes to dealing with taxes. I love the mailer she sends out at the first of year with a checklist of all the documents we need to have ready. Service is fast and always replies to any questions I have quickly. Heather and staff are super friendly. High recommend!! You won?t be disappointed.

Great service. I'm so glad to do business with Heather. She was very helpful and knowledgeable with my personal/real estate business tax needs. Highly recommend her. Very patient in clearing up my mess...

Heather is very professional and personal. My experience has always been a pleasure. I am a former Ed Peirpont customer and continue to get the great service I always have. He could not have made a better choice of a person taking over the business.

I was referred by another client of Heather?s who talked very highly of her and her business. She helped us take care of all of our tax needs in a very prompt and professional way. I will be going to her from here on out for anything our family may need in the future!

The owner and her staff were very professional. Answered all our questions no matter how trivial. The two day drop off turn around for tax returns was great. For friendly personal service Bogard CPA is place you can trust with your finances.

I have been using Bogard CPA since 2017. They provide very timely, efficient, thorough and consistent service. I feel they have the most up-to-date technology and are very knowledgeable about our tax laws. I would highly recommend Bogard CPA!!

Heather has prepared my taxes for a few years now and she is extremely knowledgeable as well as thorough and easy to work with. I highly recommend Bogard CAP Accounting and Tax Services to anyone!

Heather has been doing our taxes for a few years now, and has been great. Professional, consistent, friendly, and affordable. Highly recommend!!!

This is my second year working with Bogard CPA and I?d recommend them to anyone. They make filing easy and are very friendly to work with. I also really liked the new electronic system they?ve put in place this year.

We engaged with Heather when our software companies began scaling at a pace where we needed someone who could grow with us. Her personal touch and guidance has been and continues to be a critical component of our company!

Heather has prepared my taxes for several years now. Very friendly and professional service. I would highly recommend her to anyone!

I've been using Bogard CPA for the past 8 years for my tax preparations. The service is always fast and Heather is always great with answering any questions!

Extremely happy with their services. They were very thorough when doing my taxes and they were done in a reasonable amount of time while providing great service. Will definitely use them from now on thanks!

Taxes were done in a very reasonable time period . The fee was a pleasant surprise. Heather Bogart was friendly and professional.

I stopped into this office with a quick question regarding my taxes. I was kindly received and Heather gave me the help I needed. Thank you!

I been going to them for couple years . Very nice and they help u out with your taxes . It was quick the turn around and very affordable. Thank u so much see u next year

Great service! I enjoy doing business with Bogard CPA. Fast, friendly, professional, and a pleasure to see annually.

Great service, the helped me with my current taxes and helped me with preparing for next year. I highly recommend them!

Very pleased ! with Bogard CPA accounting . They're very thorough, quick to answer any questions, professional, I would highly recommend

Great service, always a pleasure to speak to!

Very helpful, professional.... overall good experience

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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