Timeline
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May 1987Jeff Baker, founder, and CEO received his Certified Public Accountants certificate.
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July 1991Jeff received his Certified Financial Planners Certificate. As the regulations evolved and CPAs became allowed to help clients with investments, Baker began offering investment services and now provides services through Vanderbilt Securities and Vanderbilt Advisors Securities based out of Woodbury, New York.
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1991We moved our main office to 304 West Locust Street in Boonville, as our clients outgrew our previous space.
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2001We added a small office on West Water Street in Newburgh.
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2005Due to continued expansion needs, in 2005 we moved into the former ES&N train station on East Water Street as our business continued to grow.
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2007We acquired the tax practice of John Bender and added an office at Covert and Lodge in Evansville, IN.
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2008In 2008, after several years of assisting David Douglas with his tax practice in Owensville, IN, we purchased the practice and the prior First National Bank of Owensville building on the square. This allowed us to expand our practice into Posey and Gibson counties.
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2023In the fall of 2023, we closed our office on Covert in Evansville, IN and returned to our original location at 186 Hwy 261 in Boonville! Talk about coming full circle! We refer to our home office as Baker 261 to avoid confusion of having two offices in the same city. We still service our Covert clientele at our four locations.