Joined in 2017

Steve Blake



“I am passionate about helping clients achieve their goals by minimizing taxes and maximizing cashflow.”

Steve has worked throughout his career to assist entrepreneurs with tax, consulting, and mergers and acquisitions. He assists clients with long-term strategic goal setting and implementation. He has a background in public accounting and as a tax attorney having worked in a variety of areas of taxation such as individual, S Corp, partnership, C Corp, property, payroll, international, and IC-DISC.

Some of Steve’s favorite free time activities are traveling with family and participating in extra-curricular activities with his kids.

Professional Experience

  • Corporate
  • Estates and Trusts
  • Individual
  • Mergers and Acquistions
  • Notice Resolution
  • Partnerships
  • Performance Management
  • QuickBooks
  • State and Local (SALT)
  • Strategic Planning
  • Succession Planning
  • Tax Planning
  • Tax Compliance
  • Indiana University, Business, BS
  • Indiana University, Doctorate of Jurisprudence
  • Avon Junior Athletic Association – Volunteer, Coach
  • Bar Association – Member
  • American Institute of CPAs – Member
  • Indiana State CPA Society – Member

Are you ready for a customized approach?

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