*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
5936 N Keystone Ave #203
Indianapolis, Indiana 46220
I had a fantastic experience working with Brandon Lindsay, CPA! The way he prepared my taxes was thorough, professional, and completely stress-free. I especially appreciated the fast turnaround ? everything was completed much quicker than I expected. Brandon made the whole process smooth and efficient, and I felt confident knowing my taxes were in expert hands. Highly recommend his services.
I've worked with Brandon for years and he's always been prompt professional and forthright. Brandon ask plenty of questions and make sure he has a strong understanding of situations so he knows how he can best assist from an accounting and tax perspective. He has high integrity and great communication. I will continue working with him for yours to come.
Brandon has prepared my personal and corporate taxes for a number of years. He is incredibly patient with my lack of consistent record keeping. My taxes come back in professional binding with clear instructions if I need to do any follow-up. But, best of all, he answers questions with a smile and is quick to email or call if something I have given him doesn't make sense. Shirley Mullin
I can't recommend Brandon Lindsay highly enough! As a small business owner, I've always found managing the companies financial records to be daunting, but he has made the process manageable. From the moment we started working together, Brandon took the time to understand my business and its unique needs. He expertly handled my taxes, ensuring everything was accurate and timely, which provided me with tremendous peace of mind. But what truly sets him apart is his commitment to sharing invaluable insights o
I don't think Mr. Lindsay is offering services anymore. I've called 4 times, once in March and twice in May, to make an appointment and get voicemail or a full inbox. No response to calls,.messages, or text.
Brandon Lindsay, CPA. I went to Brandon for my 2022 tax filing and I?m glad I did. This young man handle everything I needed with a high level of knowledge and professional service. All of my forms were accurate and, he took the time to explained to me some of the most important forms I needed to file. His office was very clean and nicely set up and easy to find. From my experience with him and his professionalism I will be using him every year from this point on. JOB WELL DONE, thank you very much.
I have been a client of Brandon Lindsay?s for about 4 years now. This is a big deal because I have used the same accountant to do my taxes for over 20 years until he retired. I was referred to Brandon & let me just say from our 1st meeting he was thorough from what he offered & what I could expect. He has over exceeded my expectations. Professional, accurate & polite. I am now a customer until he retires which I hope is no time soon. I have also referred people to him as well. Thank you Mr. Lindsay for taki
Brandon assisted my mother with not only her taxes, but also did the necessary tax paperwork for my recently deceased grandfather. Brandon is knowledgeable and a true professional. Brandon stayed in constant communication with us throughout the process. I highly recommend Brandon as your certified public accountant!
I was referred to Brandon by my estate lawyer a few years ago. Brandon has been an absolute pleasure to work with. He?s professional, organized, reliable and well informed. Brandon is a definite value add and I would highly recommend him to anyone. I started my real estate portfolio the same year I was referred to him and he has been very helpful with suggestions and able to confidently answer all of my real estate questions and concerns. Thanks Brandon.
I was referred to Brandon by my estate lawyer, who is next level. So when she referred me to Brandon I knew he had to next level as well. I'm glad she did. Brandon helped my family take care of a family members taxes at a very important time in our lives. His knowledge was key to helping our family member at a time when they could not help themselves. Brandon helped us, and we believe he can help you too.
Brandon has been assisting us for years and provides a consistent standard of knowledge and professionalism. As a business owner it is imperative that you are aware of tax pitfalls and other legal issues. Brandon is able to give advice to protect and build your business. Highly recommend!
I would recommend Brandon to anyone. He made sure to communicate everything with me so that I understood what was going on. He also communicated any documents that he needed and he walked me through the process of obtaining those as well. He was very professional and genuine throughout the entire process. He has respectively earned 5 stars in my book!!! Make sure to get in contact with him for your tax needs! I will be going to him in the future!
My husband and I have done our taxes independently for a few years and realized that we needed a reliable tax professional who could help us manage the process more seamlessly. We hired Mr. Lindsay, the ultimate professional who kept us accountable with consistent check-ins and nudges to complete our action items. The software he uses is intuitive and convenient. Overall, our experience was top notch, and we now have a trusted person to complete our taxes each year. What a relief!
Over the last several years, my wife and I have independently filed our taxes. After moving to a new home and taking on a new career we filed for a tax extension because the process became so strenuous. After missing the filing deadline of April 15th we were then forced to file for a tax extension. It was at that time we decided to contact Brandon Lindsay, CPA to assist us with this process. Mr. Lindsay was professional and easy to contact throughout this entire process. We met that deadline extension due t
Y?all, Brandon Lindsay got my tax life together! I am a 1 woman small business owner and was overwhelmed with tax responsibility + daily life responsibility. My prior tax preparer was unavailable and I needed to make an appointment before leaving the country for business. Someone recommended Mr. Lindsay for his professionalism and expertise. After returning to the USA, I went in for a consulting appointment in which he was honest and patient with me. We scheduled a second visit for the actual preparation.
Brandon is a world-class professional. I appreciate his knowledge and attention to detail. I trust his expertise so much so that I refer to him all of my clients who need help resolving back tax issues, such as multiple years of unfiled returns, liens, levies, or large tax debt.
Brandon was very thorough and made a very difficult situation with the IRS palatable. His vast knowledge of the tax system and willingness to work closely with me was outstanding. I would highly recommend him to anyone needing tax or accounting services.
I found myself in a jam, needing a new tax accountant for my personal taxes that were due. Brandon was referred to me by a very reputable attorney and took me on as a client at the peak of the tax return race and guided me through the records I needed and the process he would use to file my return. He made it easy for me to get him documents, securely, and provided me a well organized and quality return that I feel I can trust.
Brandon Lindsay and the Lindsay Accounting team was great to work with. After our initial interview, we were confident that we found the right organization to meet our needs. They?ve adjusted their normal practice to ensure we were looked after during a time we had a critical deadline, they were helpful and on hand to answer questions, and made sure that the work was completed on time with good quality. It was good to work with a company and feel that your best interests was at heart. They have done every
Brandon uses his expertise and knowledge to keep our business in compliance with the IRS. He makes sure you understand the changes made concerning new rules/laws. I would refer him as an excellent choice for all your financial needs
I had an eleven year old tax debt! It wasn't that I didn't feel I owed it, it was more that I didn't trust the IRS had applied my refunds to the debt. Brandon is a very knowledgeable and he worked hard to resolve my issues with the IRS. Now an eleven year old monkey is off my back! I would strongly recommend Brandon to anyone with tax issues! T. Reddington
Lindsay Accounting was responsive when I called for services. They provided quality feedback with my concerns and the portal was seamless and easy to use. Overall the results were timely and professional. I would recommend to other individuals.
I am relieved that Brandon handled all of my tax issues in a professional, knowledgeable, timely manner. I give him an A+ and highly recommend his services.
Brandon has done exceptional tax resolution work for me for the past few years. Very professional. Very pleasant and easy to work with.
Brandon is professional, personal, very competent he did a stellar job of a complex tax return. I plan to recommend him to my friends.
I?ve been going to Brandon for my taxes for about 4 years now , and i can say it?s been an overall professional and efficient experience! Very responsive and great to work with , I?ll definitely stay a returning client!
Excellent Tax/Accounting professional. Brandon Lindsay, CPA can handle ALL of your financial needs.
This was a great experience for me you were very professional up front honest and on point looking forward to doing more business with you in the future
Very professional!!! One of the best tax services I've ever come across!!! Trust me you won't be disappointed
What a great Accountant my first time using his services and I am now a new client for life
Brandon is very knowledgeable and makes sure whatever you need is addressed.
Was great in helping me with taxes and operating a business. Very professional and knowledgeable.
I love this company - excellent service, always with a smile
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.