The Baker team offers over four decades of experience in providing tax, accounting, and financial planning.
Established in 1985, Baker Retirement & Wealth Management, P.C. has been serving the community for almost four decades by providing wealth, tax, and insurance advice to individuals, families, and businesses.
Formerly known as Baker Tax & Financial Services, our story began on Hwy 261 in a building shared with Warrick Veterinary Clinic owned by Jeff’s identical twin, John. Today, we have grown into one of the most well-known tax and financial services companies in the greater Evansville, Indiana area. We have clients spread throughout the United States. Our largest concentration of clients lives and works in Indiana, Illinois, and Kentucky.
Who We Serve
Families
Tax services, insurance solutions, and ongoing support are just a few ways we serve families in the Tri-State area.
Farmers
From succession planning to farm bookkeeping services, the Baker team is here to serve your farming business.
Small Businesses
We offer small businesses a variety of services, including payroll management, bookkeeping, and tax planning.
Retirees
We utilize investment and tax strategies to minimize taxes and maximize disposable income and savings.
Financial Solutions For Your Needs
Retirement Strategies
Helping clients develop strategies to accumulate, grow and receive income while minimizing taxes.
Tax Services
Serving the Evansville Tri-State with: tax return preparation, tax planning, bookkeeping, payroll, 1031 exchanges, and more.
Wealth Management
Develop personal strategies to help clients achieve their goals while minimizing tax liabilities.
Insurance Services
We offer insurance to fit the diverse needs of our clients from Jasper to Fairfield to Owensboro. Our offering includes life, disability, and long-term care. We are sure to have an insurance policy to match each phase of life.
