Value-Driven Tax Services

BMM navigates the nuances and complexities of today’s ever-changing tax environment. We provide meaningful insights and implement planning strategies that minimize tax.

Our Tax Solutions

Corporate structures are very popular with small and medium-sized businesses, especially S-corporations. We help shareholders navigate the unique federal and state tax complexities of both S-corporations and C-corporations, including corporate restructuring, mergers, acquisitions and liquidation.

We primarily work with business owners and investors. The individual tax return is often the landing pad for a business owner/investor’s many activities. BMM excels at putting all the pieces together to identify both federal and state tax planning solutions that minimize tax.

BMM can help identify tax credit opportunities for both businesses and individuals. We can assist with various tax credit programs, ranging from research and development tax credits to work opportunity tax credits.

Partnerships/LLCs are another popular entity choice for small and medium-sized business ventures. Partnership/LLC taxation presents its own unique challenges and planning opportunities. BMM can guide entrepreneurs through the maze of partnership/LLC tax planning and preparation.

We assist executors and trustees with federal and state reporting requirements for estates and trusts. We also provide estate and gift tax planning services to help individuals maximize their financial legacy.

Nonprofit tax compliance is very important. BMM has the specialized skill and experience to assist nonprofit organizations with their tax reporting requirements.


A Word from Our Clients

We have used Bucheri McCarty & Metz for many years. They have been exceptional in our tax planning, audits, tax preparation and overall business advice. We are proud that they have been our partner in our business growth and success.

Schedule a Conversation

Please fill out the form below to find out how our value-driven tax services can help your business succeed. One of our team members will reach out to schedule a conversation with you soon. We are based in Central Indiana but work with clients throughout the United States. We welcome both in-person and remote relationships.
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