Business Details
50+ Years
experience
Your Trusted CPA Partner in South Bend, IN
Kruggel Lawton is a dynamic CPA and advisory firm serving clients across Indiana, Michigan, and Tennessee. With over five decades of combined experience, we deliver forward-thinking solutions rooted in integrity and objectivity. Our team specializes in tax compliance, audit assurance, employee benefit plan audits, and business advisory services tailored to startups and established enterprises. We prioritize collaboration, offering personalized financial planning, bookkeeping, and CFO-level insights to drive business growth.Our commitment to quality is underscored by membership in the AICPA Employee Benefit Plan Audit Quality Center. We focus on building long-term relationships, ensuring clients receive accurate, timely, and strategic financial guidance.
Services
Tax Preparation
Audit & Assurance
Client Accounting Services
Employee Benefit Plan Audit
Business Advisory Services
Details
- Year established: 1975
Highlights and features
- We offer 50+ years of combined experience in tax and audit services.
- Our team provides personalized CFO-level insights for business growth.
- We specialize in employee benefit plan audits with industry-leading standards.
- Our client accounting services include remote bookkeeping and payroll administration.
- We maintain transparency and integrity in all financial advisory engagements.
Associations and certifications
- American Institute of CPAs Employee Benefit Plan Audit Quality Center
What people say
Friendly and knowledgeable staff
Great customer service
Confident in delivered product
Services
Tax Preparation
Kruggel Lawton provides comprehensive federal, state, and local tax return preparation for individuals and businesses. Our experts ensure accurate filings, timely submissions, and strategic tax planning to minimize liabilities. We assist clients during IRS audits with documentation support and examiner communication.
Audit & Assurance
We conduct independent audits, reviews, and compilations for nonprofits and private businesses. Our assurance services include agreed-upon procedures and employee benefit plan audits, adhering to AICPA quality standards to ensure financial transparency and regulatory compliance.
Client Accounting Services
Our CAAS team offers remote financial planning, bookkeeping, payroll administration, and monthly financial statements. We act as an extension of client teams, providing CFO-level analysis to support business growth and operational efficiency.
Employee Benefit Plan Audit
With 50+ years of experience, we audit 401(k) and multi-employer plans, combining technical expertise with personalized service. Our approach maximizes audit efficiency while maintaining strict adherence to regulatory requirements and client-specific needs.
Business Advisory Services
We provide tax consulting, business valuation, estate planning, and financial forecasting. Our advisory team leverages deep industry knowledge to help clients navigate complex financial decisions and long-term strategic planning.
People
Barry Hall
Managing Partner
Barry Hall leads Kruggel Lawton as Managing Partner, bringing decades of CPA expertise. He oversees strategic operations and client relationships, ensuring the firm maintains its commitment to integrity and exceptional service.
William Heffelfinger
Partner
William Heffelfinger serves as a Partner at Kruggel Lawton, specializing in tax and advisory services. With extensive experience in financial planning, he provides strategic guidance to businesses and individuals across multiple industries.
Stephen Beasy
Partner
Stephen Beasy, a CPA and CGMA, is a Partner at Kruggel Lawton. He focuses on audit assurance and employee benefit plan audits, combining technical proficiency with personalized client support to deliver high-quality financial solutions.
Brandon Gritton
Director, State and Local Tax
Brandon Gritton leads Kruggel Lawton's State and Local Tax Practice. As a CPA, he specializes in tax compliance and consulting, helping clients navigate complex state and local tax regulations with strategic, cost-effective solutions.
Andy Kinnard
Director of IT
Andy Kinnard oversees IT operations at Kruggel Lawton, ensuring robust technological infrastructure. His expertise in systems management supports the firm's digital efficiency and client data security across all service lines.
Questions
What accounting services does Kruggel Lawton offer?
We provide tax preparation, audit assurance, client accounting services, employee benefit plan audits, and business advisory solutions tailored to your needs.
Do you serve businesses outside Indiana?
Yes, we serve clients in Michigan, Tennessee, and nationally through remote accounting and advisory services.
Are your audit services AICPA-certified?
Yes, we are members of the AICPA Employee Benefit Plan Audit Quality Center, ensuring adherence to industry standards.
What makes Kruggel Lawton different from other CPA firms?
Our client-first approach combines 50+ years of expertise with personalized service, ensuring strategic financial solutions tailored to your unique needs.
Do you offer payroll and bookkeeping services?
Yes, our Client Accounting Services team provides payroll administration, bookkeeping, and financial reporting to support business operations.
