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About Us

About Our Firm

For years, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as compiled and reviewed financial statements; and financial planning.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.

Our Team

Donald E. Bates, Jr. - Certified Public Accountant (219) 365-5959

Julie English - Certified Public Accountant (219) 365-5959

Michael Gralski - Certified Public Accountant, Enrolled Agent (219) 365-5959

Ken Balcerzak – Accounting & Tax Professional (219) 365-5959

Karen Herrick - Administrative & bookkeeping professional (219) 365-5959

DB-Admin 219) 365-5959