Midcoast Tax Advisors, LLC

Midcoast Tax Advisors, LLC

Reviews Summary

Midcoast Tax Advisors consistently receives high praise for their professionalism, expertise, and excellent customer service. Clients highlight their trustworthiness, prompt communication, and ability to handle complex tax situations with ease. Many appreciate the team's friendly, knowledgeable approach, often recommending them for both personal and business needs. A few mention specific staff members' exceptional support, particularly in navigating tricky tax scenarios. While overwhelmingly positive, one negative review cites an issue with inaccurate information. Overall, they are regarded as reliable, efficient, and highly recommended for tax and accounting services.

About This Listing

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Risk Management

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

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Risk Management

Contact Information

Address

300 E 90th Dr

Merrillville, Indiana 46410

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

I worked with Midcoast Tax Advisors for my taxes last year. I worked with Laurie (who is tremendous), and she helped us work through a complicated return as we recently moved here from Illinois with some business income from Illinois. She was quick with communication and very thorough in getting all the information/documents she needed to finish our return within a week. I was blown away. Thank you Midcoast! Looking forward to working with you guys next year!

Derric and his team have been wonderful to work with. Working with an accountant who also does bookkeeping was such a blessing. Hiring someone to help you with finances can be daunting as it requires a high level of trust. Derric and his tea conducted themselves with utmost professionalism and it is clear they have our best interested prioritized. I highly recommend working with Midcoast.

Derric was of extreme help to me and my tax filings. He was professional, precise, and very responsive. I will definitely continue to use Midcoast Tax services for years to come!

Always top notch. When it comes to a CPA I recommend Derric and his team because of how knowledgeable and efficient they are. I have referred numerous people to them and will continue to do so because they treat everyone great and do a FANTASTIC job!

I've used Midcoast Tax Advisors for assistance with my new LLC. This was my first time setting up a consulting business and they helped me with everything from tax advice to tax returns. They are great and very customer service oriented!

Derric was extremely attentive and responsive throughout! He is very candid when it comes to tax questions, and I sincerely appreciate his partnership in compiling our taxes--business and personal. Bravo, my friend! You are an asset to the Region!

We have been very happy with the services provided to us by Midcoast Tax Advisors. Laurie in particular has gone above & beyond to watch out for our best interests, and we are very grateful to her.

I am a small business owner and having the ability to obtain the level of professional services that Midcoast Tax Advisors offers is invaluable to my operations. Derric and his team have provided exceptional service and the highest quality professional advice for all of my business needs as well as my personal needs. I highly recommend their services both for personal and business needs.

Karin prepared our taxes for the first time in 2022. Midcoast purchased the firm who used to prepare our taxes, and this was our first year working together. We couldn't have had a better experience with her! She was very attentive and prompt to our questions, and handled everything quickly and efficiently! My wife and I would definitely recommend, and we will be returning next year for tax time :)

I have used Midcoast Advisors for several years now. I have worked with several different people and I can honestly say I am very happy with their work! Everyone I have dealt with from Derric to Laurie to Julie the receptionist have been great. Highly recommend this company for personal or business accounting.

They do a great job on all my personal and business tax returns and the returns are completed very quickly and accurately at a fair price. Dave Cram is always available to take my calls during the year to advise me on tax questions that I have. I would highly recommend using Midcoast Tax Advisors team to prepare your next tax returns.

Midcoast Tax Advisors is my go to for all accounting needs. Chad is an excellent CPA who has helped me with my preparation of taxes and all business accounting needs. He is highly professional, promptly communicates, and is skilled and well versed at his job. Highly recommend this company!

Midcoast Tax Advisors has helped me so much over the years with both my business and personal taxes. They make the whole process very easy and everyone there is extremely friendly and professional! I love working with them!

I had an amazing experience with Midcoast Tax Advisors! Their expertise in tax planning and wealth management surpassed my expectations. The team provided personalized solutions, prompt communication, and a holistic approach to meet my financial goals. Highly recommended!

I made the switch this year to Midcoast for my taxes and I wish I would have done it sooner! As a self employed person I needed help! Derric took the time to explain everything to me and helped me set up what I needed to get my business on the right track. Great communication, friendly and top notch service. Thanks for all your help and patience with me!

The tax advisors here have been a real godsend. I had some recent inheritance and trust issues and the tax advisors at Midcoast assuaged my worries. They have also been very helpful for minimizing my tax liabilities for my Roth conversions. They are always accurate, pleasant and helpful.

Derric and his associates at Midcoast Tax Advisors are nothing short of amazing. Their customer service is outstanding. Derric helps willingly with every question or concern we have, no matter how big or how small. If you're looking for an accountant you will not be disappointed!

What more can I say . Simply the best. My wife and I will never go anywhere else for our tax services. Laurie is outstanding and thorough. Do yourself a favor and partner with Midcoast Tax Advisors. You will be glad that you did, take it from a long time client.

Have worked with Derric I. at Midcoast Tax Advisors for about 5 years. During that time, have received excellent advice and service. They were especially helpful during a merger with another firm and during the pandemic related business challenges. Very highly recommend!

Had such a great experience! I just so happened to come across this company as I was doing a google search and I am so thankful I did. Derric has been incredible. This was the first year I had a complicated tax year due to adding real estate into my income. Derric walked me through everything, answered all my questions, and was always there even outside of tax season to answer any questions I had. I highly recommend.

Midcoast Tax Advisors has done our taxes for many years. Some years our taxes were very complicated and they quickly and accurately completed our forms. We have moved 200 miles away but still make a trip up to drop off our forms. We highly recommend their services.

Lisa has been very helpful at tax time. She is very thorough and reminds me of deductions I might otherwise miss. She is also a lovely person.

First time using Mid Coast to do our taxes and I have to say I have been pleasantly surprised! Everyone has been very nice and super helpful with questions. Chad who did our taxes was fantastic to deal with! Thanks and you now have a new customer!

Midcoast is the 3rd outsourced accounting firm my organization has worked with, and it has been 3 times the charm. They are very knowledgeable and friendly, with a focus on building strong client relationships. I never hesitate to email or call for their assistance. I recommend Midcoast for both for personal and business tax and accounting services.

Happy to endorse Midcoast Tax Advisors and their staff. Always take care of my needs quickly, professionally and in a friendly manner too. They handle business and personal needs for me and my family and have been doing so for several years.

Derric and the team at Midcoast Tax have been awesome to work with. They are incredible knowledgeable both on tax preparations for individual tax returns and company tax returns. In addition they have been a tremendous help on the tax implication in regard to rentals, commercial real estate and investment properties.

My experience with Midcoast Tax Advisors has been pleasant. My accountant, Chad S., is professional, patient, skilled and cares about my financial needs and goals. I highly recommend!

Derric with Midcoast Tax Advisers did our taxes last year for the first time. He did them very quickly and the communication was excellent. We will be back next year for sure!

Love working with Midcoast Tax Advisors! They've been our accounting firm for years. We highly recommend them, the staff and owners are excellent, kind, honest, professional hard working people.

MidCoast has excellent service with a friendly and knowledgeable staff. I have worked with David, Lisa and occasionally Derric and all three are top notch. From consulting to tax services, you won't find a more qualified group of people

10 out of 10!! I am extremely happy to have Laurie as my advisor. She is professional, knowledgable and very helpful. I highly recommend her without hesitations.

We get excellent service and results for the many company's we entrust to Midcoast Tax Advisors. Derrick is easy to work with and very knowledgeable.

We have been going to Midcoast Tax Advisors for several years. We are very pleased with the service they provide. They help us by keeping us informed of changes in taxes. Always very courteous and responds promptly when we ask questions. Thank you!

We were delighted to be referred into Midcoast Tax Advisors through our wealth management planner in 2023, and worked directly with Chad Stooksbury of Midcoast. Mr. Stooksbury was the ultimate professional, in terms of both knowledge and effort. Beyond the work he and Midcoast did for our 2022 returns, Mr. Stooksbury proactively explored our approaches and history and came with valuable recommendations and guidance on our past returns as well. Ultimately, these were all to our benefit and we are very app

Our first year working with Chad on our taxes, he very deftly helped sort out a couple of tricky IRA issues. I picked a good year to hire him and Ameriprise, though I might've avoided the issues by hiring them *last* year!

As a business owner, I rely on Derric and his team to prepare my tax returns and withhold the proper amount of taxes. This is a little more difficult as an LLC electing S-Corp status with the IRS and Midcoast Tax keeps me out of trouble with the IRS and Indiana DOR. Thanks Midcoast!

Excellent, trusted service! They offer the right services a small business needs to be successful. Derric and Chad are very knowledgeable and help our business stay on track. I can always count on them to be responsive and deliver as promised. Thank you!

Midcoast Tax Advisors provide excellent service and tax expertise. Always professional, friendly and answers my questions promptly. I would highly recommend Midcoast Tax Advisors for your Tax return needs.

Chad has been an absolute pleasure to work with. I was always on the fence about hiring an accountant, but he has made that decision one i wish i would have made sooner. Can't recommend his services enough!

Midcoast tax advisors are always professional, and always helpful!!! Pat, Derric, Lisa, and Chad are always so helpful!!!! The best team around!!!

This place has great, friendly staff who are very knowledgeable and always willing to take the time to review documents with you in person. Over the years, they make it a point to develop a relationship which makes the process so much easier.

Lisa Howell at Midcoast has helped me endlessly for years now. She is fast, efficient and goes above and beyond for myself and our office constantly. She is Phenomonal and First class!

When you see their name, you may think that they're limited to taxes. That's far from the actual truth. Midcost is a full service accounting firm that understands the most important thing that affects you - you. They take the time to look your entire financial picture and help you understand the best steps for you to take. It's not a one size fits all approach. Give them a shot. You'll see the difference.

First year working with Midcoast. Karin?s a great advisor to work with. She's very knowledgeable and gets things done in a timely manner. Great job Midcoast !

Derric is very responsive, professional and has been great to work with so far! We look forward to our continued partnership.

Karin Clauson has been nothing but wonderful to work with. She knows her stuff and is quick to respond with all my questions. Highly recommend her.

Professional and very trustworthy. I'm always impressed with Lisa Howell's commitment to customer satisfaction and always going the extra mile.

Chad S. did great work with our tax returns! Very thorough and professional with helpful advice for us.

Great firm to partner with! Derric is extremely professional and knowledgeable. Highly recommend their services!

So thankful for Derric and Midcoast Tax Advisors. A great team- Highly recommend!!

Top Notch team! Came highly recommended from our landlord and have exceed our expectations!

I would highly recommend. Derric is very knowledgeable, and truly has the best interest of his clients at heart.

I have been a client for several years and am totally satisfied with the service they provide and their professionalism. They are a great company to work with and very trustworthy.

These people are awesome! They are getting 3 years of tax returns straightend out due to tax fraud! Very kind and down to earth people.

Lisa Howell handles the payroll for our business and she's the best!

Derric and his team at mid coast are true asset and are excellent people to work with.

The agent, Karen, used false information that she made up to do my taxes. Worse experience ever!!

Very impressed with the team here? everyone is extremely responsive and helpful. Would highly recommend!

Laurie is great to work with and helps with understanding all the tax jargon.

Easy, accurate and great people

Professional and friendly staff. Highly recommend.

Professional, prompt, caring, knowledgeable.

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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