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Cahill Tax & Financial Services

Tax Preparation, Bookkeeping, and Planning You Can Actually Understand.

Straightforward tax preparation, bookkeeping, and advisory services for individuals, families, and small businesses in New Albany, Indiana and nationwide.

✓ Trusted by 300+ clients
✓ AFTR Certified
✓ NATP Member
✓ QuickBooks ProAdvisor

Our Services

Everything you need to file accurately, keep clean books, and plan ahead — in one place.

Tax Preparation

Federal and state returns for individuals, self-employed taxpayers, and businesses, in-person or remote.

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Tax Planning & Advisory

Forward-looking strategy covering RMDs, Social Security taxation, Medicare IRMAA, and capital gains timing.

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Bookkeeping

Monthly bookkeeping, cleanup, and catch-up services that keep your books reconciled and tax-ready.

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Who We Help

Individuals & Families

Wages, dependents, investments, and retirement income.

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Small Business

LLCs, S-Corps, partnerships, and bookkeeping coordination.

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Self-Employed

Freelancers, gig workers, and sole proprietors.

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Retirees & Medicare

Social Security, RMDs, Roth conversions, and Medicare IRMAA.

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What Makes Us Different

Real Continuity

You work with the same person every year, not whoever happens to be available.

Proactive Guidance

We look for tax-saving opportunities year-round, not just during tax season.

Certified Expertise

AFTR certified and a NATP member, with ongoing training every year to stay current on tax law.

Straightforward Answers

No jargon, no runaround — just clear explanations of what your numbers mean.

How It Works

01

Schedule a Consultation

Pick a time that works for you — in-person or by Google Meet.

02

Tell Us About You

Share your situation and the records we’ll need.

03

We Get to Work

We prepare your return, your books, or your plan, and walk you through it.

04

You Leave With a Plan

Clear next steps, not just a completed form.

“Cahill Tax has been my tax provider for many years now. Premier service each time. He has helped me with everything from normal W-4 style taxes to helping me get the things for my personal business off the ground!”

— Andrew Glück, Google review

Let’s Get You Clarity on Your Taxes.

No pressure — just a conversation and a clear plan for what’s next.