Business Details
Your Trusted Partner for Tax & Accounting Services in Fort Wayne
Hartley Tax & Accounting was founded by Jean Hartley, an Enrolled Agent with the IRS, to provide specialized tax consultation for ministers and religious organizations. With over 36 years of experience in accounting and 34 years dedicated to ministry tax, we serve clients across most U.S. states and 25 countries. Our expertise includes preparing tax returns for churches and nonprofits in six states, offering personalized bookkeeping services, and advising small businesses. We pride ourselves on delivering tailored solutions to meet the unique financial needs of our clients. Our team of professionals, including AFSP credentialed preparers and dedicated bookkeepers, supports over 3,000 clients annually.We emphasize accessibility, offering year-round assistance with housing allowances, payroll packages, and tax planning. Our commitment to community and customer service drives our client-centered approach. We utilize secure digital tools, including a file portal for efficient client interactions. Our services extend to IRS representation, compliance reporting, and strategic financial planning. With a focus on transparency and expertise, we aim to simplify complex tax obligations for individuals, ministries, and small businesses.
Services
Tax Preparation
Bookkeeping
IRS Representation
Housing Allowance Planning
Small Business Consulting
Highlights and features
- We offer 36 years of experience in accounting and 34 years specializing in ministry tax.
- Our team provides IRS representation and compliance expertise for federal and state agencies.
- We serve clients in over 25 countries and most U.S. states with personalized service.
- Our staff includes AFSP credentialed tax preparers and certified bookkeeping professionals.
- We specialize in housing allowance planning and ministry payroll package consultations.
Associations and certifications
- Enrolled Agent (IRS)
Services
Tax Preparation
We prepare accurate tax returns for individuals, churches, nonprofits, and small businesses. Our expertise includes navigating complex ministry tax regulations and maximizing deductions. Clients benefit from personalized guidance to ensure compliance and optimize financial outcomes.
Bookkeeping
Our bookkeeping services support churches and nonprofits with payroll, QuickBooks management, and financial reporting. We ensure organized records for compliance and decision-making. Clients receive tailored solutions to maintain transparency and fiscal health.
IRS Representation
We represent clients during IRS audits and disputes, leveraging decades of experience with tax agencies. Our goal is to resolve issues efficiently while protecting client interests. Services include negotiation and compliance guidance for federal and state matters.
Housing Allowance Planning
We assist ministers with housing allowance calculations, withholding adjustments, and documentation. Our planning ensures compliance with tax laws while maximizing benefits. Clients receive ongoing support for annual adjustments and reporting requirements.
Small Business Consulting
We provide financial planning, cash flow analysis, and compliance strategies for small businesses. Our consulting helps clients manage taxes, payroll, and growth challenges. Services are tailored to meet the unique needs of entrepreneurs and startups.
People
Jean Hartley
CEO, Enrolled Agent
Jean Hartley founded Hartley Tax & Accounting with 36 years of accounting experience, including 34 years specializing in ministry tax. She serves clients globally and is an Indiana State Champion Powerlifter.
Dan
Tax Preparer
Dan is an AFSP credentialed tax preparer with eight years of experience supporting clients year-round with tax and bookkeeping needs.
Shelly
Bookkeeper
Shelly has served as our bookkeeper for over eight years, managing QuickBooks and payroll for churches and nonprofits with extensive expertise.
Michele
Bookkeeper
Michele is a full-time bookkeeper providing year-round support, ensuring accurate financial records and compliance for our clients.
Katie
Secretary
Katie is our new secretary, processing tax returns and managing client communications during tax season and beyond.
Questions
What services do you offer for ministries?
We provide tax preparation, housing allowance planning, payroll support, and compliance guidance tailored to churches and religious organizations.
Can you assist with IRS audits?
Yes, we offer IRS representation and advocacy to resolve disputes, audits, and compliance issues efficiently.
How do I submit documents securely?
Use our Secure File Portal for encrypted document sharing with our team.
Do you serve international clients?
Yes, we work with clients in over 25 countries, specializing in U.S.-based tax obligations for global ministries.
What bookkeeping tools do you use?
We specialize in QuickBooks and provide customized bookkeeping solutions for nonprofits and small businesses.
