Ehlen & Heldman PC

Ehlen & Heldman PC is an accounting and financial planning practice in Indianapolis, Indiana. It has worked with businesses and individuals for more than twenty-five years. The staff hold qualifications as both certified public accountants and financial advisors, so the firm covers tax and investment matters together.

Products and services

• Accounting services: accounting work for organisations and families.
• Financial planning: planning for long-term financial security and investments.
• Retirement planning tools: online calculators covering Roth IRA conversion and required minimum distributions.
• Investment comparison tools: calculators comparing tax-deferred savings with taxable investments and working out taxable equivalent yield.

Customers and markets

Owners of businesses and private individuals planning for their families and organisations.

Key facts

• Based in: Indianapolis, Indiana, USA
• Experience: more than 25 years
• Credentials: CPAs and financial advisors