OnTarget CPA

We work hard.

We also know how to close out a quarter the right way.

What does a quarterly tax review actually include?

• Financial performance review
• Tax liability projections
• Strategy adjustments
• Planning for the next quarter

It’s not just a meeting—it’s where better decisions happen.

Not doing quarterly reviews yet? Let’s change that—connect with our team to start making more proactive, informed decisions. || https://bit.ly/4shN0Xi

The work is serious.

The people make it worth showing up every day.

Want to be part of a team like this? We’d love to connect. || https://bit.ly/4wBLOAb

Team spotlight ✨

"What makes this team special isn't just the work we do—it's the trust, collaboration, and shared commitment to delivering the best for every client." - Anna

The people behind the work are what make this firm what it is.

Grateful for a team that shows up, does the work, and genuinely cares about our clients.

What tax resolution actually looks like on a random Tuesday morning.

It’s not flashy.
It’s detailed, persistent, and sometimes tedious.

But for our clients, it means progress—and peace of mind.

Half the year down.

One thing we’ve learned?
Most business owners don’t need more information—they need clearer guidance.

The clients we serve best aren’t just looking for tax prep. They want someone who can help them make better decisions year-round.

That’s what we’ve been focused on in 2026—and we’re just getting started.

Please join us in welcoming Eric Roberts, CPA, to OnTarget CPA as our new Manager! 🎉

Eric spent nearly a decade in sales and account management before pursuing a career in accounting. In the last four years, he earned his Master’s in Accounting, obtained his CPA license, and built experience in attest, tax, and bookkeeping services.

Before joining OnTarget CPA, Eric advanced from Junior Staff Accountant to Senior Accountant at Charles Madden, P.C., where he also managed junior team members.

Fun fact: Eric loves traveling with his wife and is an accomplished writer, having published two novels and currently working on a third.

We're excited to have Eric on board and look forward to the knowledge, leadership, and client-focused approach he brings to the team. 👏

Tax season or not — your finances deserve attention year-round. At OnTarget CPA, we work with businesses and individuals to create smart tax strategies, keep the books clean, and make sure nothing slips through the cracks.

Whether you're planning for growth or just need a reliable partner in your corner, we're here. 🎯

📞 Ready to get on target? Book a consultation today. || https://bit.ly/4shN0Xi

Succession planning isn’t just for large corporations—it’s something every business owner should be thinking about, especially here in Indianapolis.

Whether you plan to sell, pass your business on, or simply want to be prepared for the unexpected, having a clear succession plan in place protects everything you’ve worked so hard to build.

In our latest blog, we break down why succession planning matters now—not later—and what steps you can take to start preparing today.

👉 Read the full article:

Succession Planning Is Not Just for Big Companies – Why Every Indianapolis Business Owner Needs a Plan Now | OnTarget CPA Business succession planning is the process of preparing for the transfer of ownership, leadership, or both when a business owner retires, exits, or passes away. A well-built succession plan protects the business’s value, preserves jobs, and ensures continuity for clients and employees alike.

🚨 Haven’t filed a tax return for your business…ever? You’re not alone—and it’s not too late to fix it.

If you’ve been putting off filing, you might be wondering what the consequences really are and what steps you can take to get back on track. The good news? There are options—and the sooner you act, the better.

In our latest blog, we break down:
✔️ What happens when you don’t file
✔️ Potential penalties and risks
✔️ How to get caught up (without the panic)

👉 Read the full article here: https://bit.ly/3RQ5wbX

Need help navigating next steps? Our team is here to help you move forward with confidence. 💼

What Happens If You’ve Never Filed a Tax Return for Your Business? Here’s the Honest Answer | OnTarget CPA Unfiled business tax returns are a situation where a business owner has missed one or more required federal or state tax filing deadlines without submitting the necessary returns to the IRS or Indiana Department of Revenue. Left unresolved, this creates compounding penalties, interest, and serious l...