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J L Widman, Incorporated provides a wide range of services to individuals and businesses in a variety of industries. At J L Widman, Incorporated, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Accounting Services

Reviewed Financial Statements

Consists of applying analytical procedures and inquires of managements to arrive at limited assurance financial statements.

Compiled Financial Statements

Consists of reading client financial information to arrive at financial statements the provided no assurance. Typically used for internal uses.

As members of the Indiana CPA Society, we participate in a peer review process whereby another independent Certified Public Accountant periodically reviews our accounting practice to verify that our office complies with the standards established by the American Institute of Certified Public Accountants (AICPA).

Income Taxes

Our firm has nearly 100 years of staff combined experience in preparing:

  • Individual Income Tax Returns
  • Trust and Fiduciary Tax Returns
  • Exempt Organization Tax Returns
  • Corporate Income Tax Returns

Business Analysis & Planning

We offer financial statement analysis and planning to our clients. We provide more than just a set of financial statements. We strive to help our clients understand the statements we provide so our clients can be more educated and prepared in their business decisions.

Bookkeeping & Write-Up Services

We provide various bookkeeping and write-up services to assist you in your business. Such services are:

  • General Ledger Posting
  • Payroll Check Preparation
  • Monthly Bank Reconciliations
  • Payroll Tax Reporting
  • Sales & Use Tax Reporting
  • Monitor Client Posted General Ledgers

And for those clients who wish to increase their efficiency and reduce employee overhead, we are available to pay and mail all bills in a timely manner, while maintaining an accurate cash balance on a daily basis. This proves to be a valuable service for those clients constantly on the go.

Estate Planning

Estate planning is a vital part our clients' financial picture. We feel that it is vital that the client, attorney, and the accountant are all part of the estate planning process. It takes all three parties to insure that your estate is protected and your intentions are carried out with the least amount of tax consequence.

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