Tax & Accounting Services in Marion, Indiana

Whether you’re seeking help with personal taxes or running a growing business, Macy CPA offers expert support designed around you.

Reliable Services Backed by Experience and Personalized Care

our services

From bookkeeping and payroll to tax planning and financial consulting, our services are built on trust, accuracy, and relationships that last.

Explore what we offer and discover how simple finances can feel with the right team by your side.

Tax Preparation & Planning

Professional Tax Preparation for Individuals and Businesses

Bookkeeping

Accurate and Reliable Bookkeeping for Better Decision-Making

Payroll Services

Efficient, Compliant Payroll Services That Save Time and Reduce Stress

Financial Consulting

Strategic Financial Guidance for Individuals and Businesses

At Macy CPA, we simplify tax season with expert, year-round support. Our team prepares and files both federal and state returns with accuracy, clarity, and a personalized approach.

Whether you're an individual aiming for a maximum refund or a small business navigating quarterly estimates, we're here to reduce stress and increase peace of mind.

  • Individual Tax Prep: Maximize your deductions and file with confidence, knowing your return is handled by experienced professionals.
  • Business Tax Prep: Stay compliant and tax-efficient with strategic planning and timely filings tailored to your business structure.
  • IRS Updates: We keep current on all tax law changes so your filings are always compliant, including recent updates from the IRS.

At Macy CPA, we offer reliable bookkeeping services that help you stay financially organized and confidently manage your business.

From reconciliations and categorization to clear, easy-to-read reports, we make sure your records are accurate, up-to-date, and ready for whatever comes next, so you focus on growing your business and less time chasing numbers.

  • Monthly Records & Reconciliation: Stay organized and accurate with consistent transaction tracking and account reconciliation.
  • Detailed Financial Reports: Get insights you can actually use, with detailed reports that reveal trends and support better decision-making.
  • Small Business Support: Whether you're a solopreneur or growing team, our flexible bookkeeping services scale with your business.

At Macy CPA, we make payroll simple, compliant, and stress-free. Our team manages salary processing, tax filings, and reporting with precision ensuring your employees are paid on time and your business stays in good standing with federal and state requirements.

Whether you have a team of two or twenty, we tailor our services to your needs so you can focus on running your business, not crunching numbers.

  • Employee Payment Processing: Reliable, timely payroll for salaried and hourly workers alike.
  • Payroll Tax Filing: We handle your payroll tax responsibilities so you can avoid penalties and stay compliant.
  • Customized Solutions: Every business is different, so we tailor your payroll process to suit your team, your pay schedule, and your needs.

Big decisions require clarity and that’s exactly what we provide. From navigating cash flow challenges, planning for retirement, or growing your business, our consulting services are built around your goals.

We offer practical guidance that helps you move forward with confidence and a clearer financial roadmap.

  • Personal Finance Consulting: Build a realistic budget, plan for retirement, or work toward financial independence with 1:1 guidance.
  • Small Business Strategy: From startup growth to sustainable scaling, we help you manage cash flow, plan for expansion, and make informed financial decisions.
  • Tax Debt Assistance: Struggling with IRS notices? We’ll help you understand your options and move forward with clarity.

Frequently Asked Questions

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From tax prep to payroll to getting started, we know you may have questions.

We’ve gathered some of the most common ones to make things simpler from the start.

Who will I be working with at Macy CPA?

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You’ll work directly with our experienced team, including John T. Macy, CPA, and Jera Plank, Public Accountant. We pride ourselves on personalized service and clear communication.

Do I need to be local to work with you?

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No! While we proudly serve clients in Marion and across Grant County, we also work with individuals and small businesses virtually throughout Indiana and beyond.

How much do your services cost?

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Pricing depends on the complexity of your needs. We offer transparent, personalized quotes after a brief consultation.

What accounting software do you support?

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We’re experienced with QuickBooks and other popular accounting platforms.

Whether you use a specific system or need help getting set up, we can work with your tools or recommend the right fit for your needs.

Do you offer year-round support or just seasonal services?

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We’re here for you year-round, not just during tax season. From bookkeeping and payroll to financial consulting and planning, our services are ongoing and flexible based on your needs.

What documents do I need to bring for tax preparation?

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Bring your previous year’s tax return, W-2s, 1099s, receipts for deductions, and any other relevant financial documents. If you’re unsure, just reach out, we’re happy to provide a checklist.

Can you help if I owe back taxes or have IRS issues?

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Absolutely. We offer tax debt assistance and can help you understand your options, respond to IRS notices, and set up payment plans.

How do you keep my information secure?

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We take your privacy seriously. All documents are stored securely on local drives, kept in locked filing cabinets, and we follow strict confidentiality protocols.

Do you offer virtual appointments?

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Yes! We provide both in-person and virtual appointments to serve clients in Grant County and beyond.

How quickly will I get a response if I reach out?

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We pride ourselves on same-day responses—whether you contact us by phone, email, or text.

How do I get started?

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Simply fill out our contact form, email MacyCPA@johnmacycpa.com, or call 765-662-9735 to schedule your initial consultation.

What Our Clients Are Saying

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“Still using him even though we moved out of state!”

Tennille Alfandre

“A great resource for small business owners.”

Mike Bohde

“John and his staff are incredible! There isn’t anyone else I would trust with our taxes.”

Felicia Wasson

“Timely work, fair prices, and asks great questions. Very satisfied.”

Trent & Nikki Nettleton

“We use John’s services for two business entities and personal taxes. His knowledge and experience have helped us tremendously.”

Jim Goodpaster

Let’s simplify your finances together.

Ready to feel confident in your books, your taxes, and your long-term financial strategy?