At Somerset, it's a matter of service. 

We have provided many financial resources for your use below.


What You Need to Know About Your Audit is a guide published by the American Institute of Certified Public Accountants and the Indiana CPA Society about the CPA profession’s new risk assessment standards. view-pdf
Financial Calculators are available on our Wealth Management Team site. Please visit that site by clicking here and then click "Enter if you are a resident." view-file
Summary of Key Tax, Benefit, and Compensation Limits view-file
Effective Financial Management Spreadsheet (XLS) (You must have your Macro Security set to Low or Medium to use this Excel file. If set to Medium, you must select Enable Macros. This is a read-only file, so you will need to open it as such and save it to your computer before using.) view-file
How to Improve the Profitability of Your Business (PDF) view-pdf
Key Performance Indicator Table (PDF) view-pdf
Business Diagnostic and Performance Improvement Services view-pdf
Average Operating Expenses for Professional Dental Practices.Our compilation for the year ended 2008 (compiled in 2009) has been published. Use it to analyze your practice's expenses.


Below are links to several tax, financial and Indianapolis-area sites you may find of interest:

Internal Revenue Service
Indiana Department of Revenue
City of Indianapolis and Marion County
Hamilton County
Occupational Safety & Health Administration (OSHA)
U.S. Department of Labor
Bloomberg (Key Rates)
Indianapolis Star
Indianapolis Business Journal
Indianapolis Chamber of Commerce
Indiana Chamber of Commerce
Indianapolis Colts
Indiana Pacers
Indiana Fever
Indianapolis Indians


Please contact your Somerset advisor with any question. General questions can be sent to This email address is being protected from spambots. You need JavaScript enabled to view it.