Joined in 2015

Shaun Heinzelman

CPA

Principal

“Everyday is an opportunity to improve yourself.”

Shaun focuses on strategic tax planning and consulting for flow through entities and their owners, mergers and acquisitions and succession planning for closely held businesses. Shaun also works with clients on incentive compensation plans and performance management plans. His main areas of focus are in the construction, architecture and engineering industries. Shaun’s goal is to go above and beyond for his clients, and to be a trusted advisor who they can count on.

When he is not working, he enjoys traveling to Las Vegas or Florida, golfing and cheering on his Indiana Hoosiers.

Professional Experience

  • Tax Consulting
  • R&D and Section 179D tax credits
  • Strategic planning
  • Succession planning
  • Merger and Acquisition support
  • Individual Taxation
  • Business Tax Services
  • Entity Structure and Formation
  • BS – Accounting and Finance, Indiana University-Purdue University Indianapolis
  • American Institute of CPAs – Member
  • Indiana CPA Society – Member

Are you ready for a customized approach?

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