Wealth Accumulation Planning

You've worked hard to get to where you are. You've accumulated wealth that you want to protect from creditors and litigants, and eventually pass on to your heirs with as little as possible paid in taxes. Over the years, Efthimiou CPA Group has helped many people throughout Indiana and Lower Michigan protect and preserve their assets.

Our services are designed to help business owners and professionals who do not have time to manage their assets; family members who want to separate their personal assets from a family business; and large families with many assets.

We help our clients simplify their complex financial lives, preserve wealth and achieve their financial goals. As sophisticated financial professionals with specialized expertise, we offer attentive personal service and independence that can't be found at larger institutions and banks. Contact us today at

260-463-4381.

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Wealth Management for High Net Worth Individuals

We offer a wide range of tax services for high net worth individuals including income tax planning, tax return preparation, and innovative estate planning strategies

Trust and Estate Tax Services

We develop tax planning strategies for estates and trusts, as well as their beneficiaries, to achieve the highest tax savings possible. We also prepare personal and fiduciary tax returns, gift tax returns, estate tax returns, and more.