Prism Tax and Advisory

Prism Tax and Advisory is an accountant in Indianapolis, IN, located at 1060 N Capitol Ave Suite 3-101. It holds a rating of 4.80 based on customer reviews. The firm specializes in helping individuals and businesses maximize deductions to empower growth. Services include tax and advisory services, year-round bookkeeping, tax preparation, and strategic tax planning. The team supports startups and seasoned owners through business formation, entity selection, and best practices for running a business and paying yourself.

Founder Savilla Beam is a licensed CPA who graduated from Ball State University. She was actively involved in the Ball State Six Sigma Organization and Accounting Club. Savilla has been illuminating financial futures for over a decade. She aims to provide a comprehensive strategy that sheds light on your financial path. Outside of work, she enjoys spending time with her husband Jordan and two girls, Brooks and Charlie. She also enjoys cooking, baking, hiking, working out, and trying new restaurants.

Office Administrator Melissa Biondo brightens client experiences at Prism. Her background in Psychology and HR Management shines through in her dedication to building strong relationships. Melissa is a life-long learner pursuing her IRS Enrolled Agent designation. Accounting Manager Philip Helland is committed to maintaining financial integrity for his clients. He combines a meticulous level of detail with a thorough understanding of accounting practices. Philip specializes in bookkeeping, payroll, and sales tax. He ensures accurate, comprehensive bookkeeping for businesses of all sizes. Philip graduated from Western Governors University and is currently pursuing his Certified Public Bookkeeper license.

Prism tailors a plan specific to you or your company's needs. Tax and accounting experts analyze your business operations, identifying strengths and opportunities. They create a data-driven plan aligned with your goals. Successful tax planning begins with accurate daily input of your numbers. The team accurately classifies transactions, reconciles your accounts monthly, and provides financial statements for effective business management. They optimize deductions, uncover opportunities to minimize your tax burden, and keep more money in your pocket. The firm also operates at Industrious Carmel: 750 Veterans Way, Suite 120, Carmel, IN 46032.

The firm sits on North Capitol Avenue, just a tenth of a mile from West 10th Street and West 11th Street. It is located near The Car Museum and about a third of a mile from North Meridian Street.

BizScoreAI gives Prism Tax and Advisory a Technical score of 97 out of 100, which ensures the website is secure and easily read by search engines. The business also holds a Content Quality score of 75 out of 100, providing clear answers that AI assistants can quote directly.

Services:

• Accounting & Bookkeeping
• Advisory Services
• Business Consulting
• Business Formation
• Tax Preparation & Planning