Client Guide

Accounting Services

Minimize Your Tax Burden and Maximize Your Wealth

Tax planning and accounting are essential parts of a comprehensive financial plan. That’s why Midwest Financial Group employs dedicated tax planning and accounting specialists who go beyond compliance to develop smart strategies that save you money. From individual tax returns to business tax planning and preparation, our CPAs do it all. Their tax-reduction techniques are reliable, economical, and make tax season less stressful for you.


Accounting & Bookeeping

Our scalable services are designed to meet today’s accounting and bookkeeping needs and to be adjusted as your business grows.

Business Consulting

Face financial challenges head on and increase profitability with business improvement solutions, increased financial controls, and innovative tax strategies.

New Business Advisory

Avoid the common pitfalls that many new business owners make when you work with us to write a business plan, set up accounting processes, and limit tax liabilities.

Outsourced Accounting and Bookkeeping

Outsourcing your accounting and bookkeeping is not only economical and convenient but will allow you to consult with an experienced financial professional.

QuickBooks™ Setup and Support Services

As part of our business accounting services, we’ll get you set up on QuickBooks and share tricks to make entering data easier.

Estate and Trust Planning

Work with us to develop an estate plan that reflects your personal goals so you can face your financial future with confidence.

*The creation of estate plans is done in conjunction with legal professionals.


Tax Services

Discover our full suite of tax services for individuals and small businesses:

Business Tax Preparation

We’ll help you capitalize on every deduction and credit possible to limit your tax burden and make sure you never pay more than your business legally owes.

Income Tax Preparation

Minimize personal income taxes and maximize your wealth when we prepare your state and federal tax returns in line with all current tax code regulations.

Tax Planning Services

Our expert CPAs have a talent for tax planning and will design a proactive plan that works year-round to keep taxes in check so you don’t have any surprises at tax time.

IRS Tax Problem Resolution

Ignoring tax problems only makes them worse. Contact us today if you need help to file delinquent tax returns, end wage garnishment, release tax liens, and more.

Tax Audit Representation

It's essential to secure representation from a tax professional if your business has received an IRS audit notice.

Tax preparation and accounting services offered through Apel Associates, LLC, and fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.