Tax Experts Ready to Help

We provide professional, affordable tax preparation services

We dig for every deduction!

We can help you manage both your personal and your business tax issues, including understanding how business opportunities impact your tax status.

We can provide comprehensive tax preparation, bookkeeping and payroll services to guarantee the efficient operation of the financial aspect of your business


Get affordable tax prep service. When you call us, you can count on us every step of the way. We will give you the maximum level of professional tax service. Our fees can be directly taken out of your refund if you use one of our bank products. Our support is one-on-one, making sure we address the specific needs of your personal or business tax returns. For all your tax concerns, we’re just a phone call away.


Pay your employees with accuracy and timeliness.
Focus on what you do best. Using our monthly bookkeeping services will save you time and stress so you can focus on growing your business.
Avoid navigating special deductions, child support, and other wage garnishments.


Call us when you need to close that deal.
You will need a notary for loan closings, I-9 verifications, real estate purchases, reverse mortgages, debt settlements , or refinances.

When your business’ paperwork requires a notary, look no further. Our on-site notary can help you finalize any legal document. Always readily available, we can also travel to nursing homes or hospitals if needed.


We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.



Paulette Kates

Owner / EA

Paulette has been preparing tax returns since 1980. She is an enrolled agent. Paulette is a licensed title producer and a mobile loan closer. Paulette has been a notary since 1987. She and her husband love to camp, fish and visit the grandchildren. She has two grown children and 5 grandchildren. Paulette enjoys working in her small vineyard and producing award winning wines.


Marsha Weaver


Marsha has worked in customer service throughout her career. She handles the scheduling of appointments, greeting clients, and processing tax returns. Marsha is married and has two grown children, 1 grandchild. She has lived in the Manchester community for years. Her interests are cooking, reading, and bread making. She is a member of the United Methodist Women’s Organization.


Mandy Lincoln

Administrative Assistant

Mandy is a licensed title producer and is a mobile loan closer and notary. Mandy manages the notary side of our business. She schedules the real estate closings that we do. When she is not doing the closing business, she works in the tax office. She is a mother of 2 boys and 1 step son. She enjoys camping, stock car racing and spending time with her fiance and the 3 boys.


Braden Thompson


Braden has been with the firm for two years. He is a sophomore at Manchester University as an accounting major. He graduated from Argos HS in 2020. He graduated with an Academic & Technical Honors Diploma. Was President of his class and also the Honors Society. He works at the front desk and does prepare tax returns. He also manages all of the e-filing, bookkeeping, payroll. In the summer when not working in the office he works for a marina and helps his father on their farm.

Enrolled agent for Akron,IN, Rochester,IN Warsaw,IN And North Manchester, Indiana
NATP Akron,IN, Rochester,IN Warsaw,IN And North Manchester, Indiana
Notary Public for Akron,IN, Rochester,IN Warsaw,IN And North Manchester, Indiana