Proactive tax planning, expert preparation, and steadfast audit defense.
Go beyond DIY or a twenty-minute prep.
Schedule a ConsultationMeticulous preparation for individuals and businesses, ensuring accuracy and maximum returns.
Proactive, not reactive. We build strategies year-round to minimize your future tax liabilities.
When it happens, experience and contacts matter. We stand between you and the IRS.
Customized training designed for everyone from the novice to the seasoned financial professional.
Comprehensive payroll processing, bookkeeping, and payroll tax compliance to keep your business running smoothly.
Expert consulting on Sales Tax, multi-state compliance, and complex State and Local Tax matters.
Dedicated experts serving Crown Point and the greater NWI area.
Managing Partner
J.T. brings over 20 years of executive experience to the firm, specializing in complex tax planning, corporate strategy, and advanced audit defense. He is a recognized tax educator, author, and Clinical Assistant Professor at Purdue University.
Partner
With a Doctorate in Business Administration, Jaclyn excels in blending rigorous academic tax theory with practical, proactive accounting solutions. She brings over a decade of tax preparation experience focused on individuals and small businesses.
Partner
Director of Payroll Services
Danielle leads our comprehensive payroll division and brings 12 years of professional accounting and tax experience. She ensures local businesses remain compliant while optimizing their tax positions and streamlining operations.
Associate Director - Tax
Now in her tenth year of practice, Leizel manages the day-to-day intricacies of tax preparation, specializing in high-net-worth individuals and bolstering our robust Trust and Estate compliance services.
Tax Associate
A recent graduate of Purdue University Northwest, Ella assists clients with bookkeeping, payroll, and tax compliance matters. She is currently in her second year with the firm and pursuing her Enrolled Agent designation.
Once we have mutually signed an engagement letter, we will invite you to Verifyle, our bank-grade encrypted client portal. This ensures your sensitive documents (like W-2s, 1099s, and prior returns) are transmitted securely and only after we have officially partnered together.
Because every individual and business has a unique financial picture, our fees depend on the complexity of your specific tax needs. Factors such as filing status, dependents, credits, multiple jobs, and multi-state compliance (one of our specialties!) all play a role. We are always happy to provide an estimate during an initial consultation.
While we strive to maintain in-office hours that meet our clients' needs, our professionals frequently work remotely or on-site with clients—especially outside of the core tax season! We highly encourage you to reach out and schedule an appointment so we can coordinate the best-fit professional to serve your needs.
For individuals, a copy of your previous year's tax return and a valid ID are great starting points. For businesses, please have your prior year's return and current financial statements (Profit & Loss and Balance Sheet) available.
An Enrolled Agent is a federally-authorized tax practitioner empowered by the U.S. Department of the Treasury. Unlike CPAs, who are licensed by state boards, EAs hold the highest credential awarded directly by the IRS and have unlimited practice rights to represent taxpayers before the IRS.
Not at all! While we love serving our local Crown Point and greater NWI community, our heavy expertise in State and Local Tax (SALT) and multi-state compliance means we successfully partner with businesses and individuals across the country.
NWI Tax, LLC
9800 Connecticut Drive
Crown Point, IN 46307
Phone: 219-440-2TAX