About Us

Uncle Joe Tax Services is a locally owned and operated Professional Income Tax Preparation company in South bend Indiana.  For several years Uncle Joe Tax Services has developed tax strategies for South Bend Indiana business owners as well as individuals and families. From bookkeeping to payroll, straightforward tax preparation or complex audit representation, Uncle Joe Tax Services is recognized for customer-oriented service and financial acumen that results in smart tax solutions:

  • Tax planning
  • Income and Purchases timing
  • Selection of types of Investments
  • Selection of Retirement plans

Effective tax preparation and planning can help you to lower your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent.

By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to cut federal, state or local tax liabilities.

We strive to align Financial goals with Tax efficiency planning. The purpose of Tax planning  is to discover how to carry out all  of the elements of a financial plan in the most Tax-efficient way possible. This can be counter productive as almost all courses of financial action will have some Tax consequences and they should not be avoided solely on this basis.