At Somerset, it's a matter of service.
We have provided many financial resources for your use below.
| What You Need to Know About Your Audit is a guide published by the American Institute of Certified Public Accountants and the Indiana CPA Society about the CPA profession’s new risk assessment standards. |  |
| Financial Calculators are available on our Wealth Management Team site. Please visit that site by clicking here and then click "Enter if you are a resident." |  |
| Summary of Key Tax, Benefit, and Compensation Limits | |
| Effective Financial Management Spreadsheet (XLS) (You must have your Macro Security set to Low or Medium to use this Excel file. If set to Medium, you must select Enable Macros. This is a read-only file, so you will need to open it as such and save it to your computer before using.) | |
| How to Improve the Profitability of Your Business (PDF) | |
| Key Performance Indicator Table (PDF) | |
| Business Diagnostic and Performance Improvement Services | |
| Average Operating Expenses for Professional Dental Practices.Our compilation for the year ended 2008 (compiled in 2009) has been published. Use it to analyze your practice's expenses.
Below are links to several tax, financial and Indianapolis-area sites you may find of interest: |
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| Please contact your Somerset advisor with any question. General questions can be sent to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. |