One team for the decisions and the deadlines — strategy, books, and payroll that agree with each other.
Flagship service Tax Strategy & Prep “More than just a tax return. We uncover deductions, entity-structure savings, and planning well before deadlines.” See how it works →Owners who would rather know the tax impact before a decision than discover it in April.
“They consistently bring creative and refreshing ideas to the table.” — Rick, Multiple Ventures. Read client stories →
Success isn’t filing a tax return. It’s making better decisions all year long.
Build Your PlanProactive Tax Strategy & Accounting Solutions
We are the proactive tax strategy and accounting team for small business owners — planning well before deadlines, books you can trust, payroll that just runs. One team across five Indiana offices, serving owners nationwide, engaged all year — not just in April.
Most owners get a price in under 3 minutes. No obligation on the call. No hidden add-ons. No upsells mid-year.
Over 21 years of high-level financial expertise.
The “Before You Decide” Advisory
Buy, hire, restructure — every move carries a tax shadow most owners only see in April. Our promise is unlimited guidance before you buy, hire, or restructure, so you decide knowing the tax impact first. Pick the move you are weighing, and we will show you what we sweep for.
Sweep active — Buy equipment
Move 01 — Buy equipment
The same machine can land in two different tax years. When it is placed in service — not just when it is paid for — decides which year it works in, and whether it still helps the year you meant it for.
Which entity buys it — and whether the business or you personally should hold the title and the loan — changes the deduction and the liability picture. A five-minute decision at the dealership can follow the asset for years.
Financing terms, depreciation schedules, and the payment calendar should be modeled together, so the purchase strengthens the business instead of squeezing next quarter.
Every client engagement starts with this sweep — a full diagnostic of your tax position in your first 45 days.
What we do
Success isn’t filing a tax return. Success is helping you make better decisions all year long. Six services, one team that talks to each other — so the strategy set in January is the return filed in April.
More than just a tax return. We uncover deductions, entity-structure savings, and planning well before deadlines.
On-time, accurate books — so every decision you make is based on real numbers, not a guess.
Payroll that runs accurately, on time, and in compliance, so it’s one less thing on your plate.
The reporting layer that turns closed books into decisions.
Often referred to as outsourced CFO services — a growth partner reading the numbers with you.
An IRS letter is a position to answer, not a bill to accept.
Not sure which of these you need? Build your plan — it is built around your business, your entities, and your team, and priced in advance.
How it starts
No retainer mysteries, no April ambush. Here is exactly what happens between today and a tax position you actually understand.
Answer a few questions about your business and see your estimated monthly plan — most owners get a price in under 3 minutes. No hidden add-ons. No upsells mid-year.
Build your plan →A no-obligation conversation with our business development team about where your numbers stand, what you actually need, and whether we are the right fit to deliver it.
Book the call →Inside your first 45 days: a full diagnostic of your tax position, paired with an evolving roadmap for priorities, deadlines, and deductions.
See what we sweep for →At least two deep-dive strategic sessions a year — plus unlimited guidance before you buy, hire, or restructure, so the plan keeps pace with the business you are actually building.
Questions, answered →Client stories
The words below are our clients’ own — the same words you will find on our service pages, quoted word-for-word, exactly as clients wrote them.
“A trusted friend referred us to Patrick Wanzer, and as we shared our story, he was empathetic and kind, emphasizing that our tax problem was just an issue to resolve, not a problem that defined us as bad or stupid. He never stopped advocating for us. Ultimately, we received fantastic news – our OIC had been approved. It felt like a fresh start, for which our gratitude cannot be overstated.”
“As a serial Entrepreneur for many years, Edgewater CPA Group helped us consolidate all our various different ventures into a cohesive structure that allows us to take advantage of great tax savings. They consistently bring creative and refreshing ideas to the table to help us improve the bottom line. In addition, they helped me clean up a back log of tax filings. I highly recommend them especially if you have many moving pieces that need organization and direction.”
“I especially love Edgewater’s ability to be creative and follow my vision for my companies to ensure I stay compliant in several fast-moving technology companies. Most CPA firms I have worked with in the past do things that make sense to THEM and NOT the entrepreneur which has resulted in significantly restricting or limiting the creation process that an entrepreneur must go through in order to create a successful company.”
“Edgewater helped me structure my business in a way that works best for me. Now I can spend more time with my family and provide the life that I want outside of work.”
“Edgewater CPA Group has helped strengthen and meet our goals. They allows us to have more time to invest in our other companies, but also spend time with our family.”
“Edgewater CPA Group brings organization and peace of mind to my business. I have complete confidence knowing they are watching my back so that I’m able to do what I love.”
“We came to Edgewater with huge debt. They structured a budget that works for us, and provided helpful strategies so we can continue to grow.”
“Edgewater has done my business and personal accounting for years. Highly recommend!”
Meet the team
You will work with a team of certified public accountants, bookkeepers, and payroll specialists — 20+ people across five offices who know your name and your numbers.
The founder
Owner & President
Brook founded Edgewater CPA Group, and the firm has been serving small business owners since 2008 — now with a team of 20+ across five Indiana offices, still growing by acquiring and integrating practices that share the same proactive standard.
She brings over 21 years of high-level financial expertise to the owners she advises — from optimizing multi-million dollar nonprofit operations to streamlining corporate financials — and co-hosts The Owner’s Odyssey, our podcast for business owners.
Director of Bookkeeping
Leads the financial data team — reconciliations and cash-flow processes that keep your books decision-ready.
Tax Advisory Team Leader
Leads the forward-thinking tax strategy team behind your plan.
Payroll Team Leader
Runs the payroll team that keeps pay accurate, on time, and in compliance.
Payroll Manager
Day-to-day payroll management for our clients’ teams.
Director of Business Development
The primary bridge between business owners and our advisory team — and a co-host of The Owner’s Odyssey.
Certified Public Accountant
Tax Advisor
The full bench Tax advisors: Beth Brandenburg · Tina Davis · Jaime Whitt · Kelly Wilhoite. Bookkeeping: Sarah Bell · Alex Boyer · Rebecca Burrell · Jeanette Habing · Hannah Pfarr. In the offices: Tobi Boyer · Gilbert Flores · Dawn Launier · Maribeth Leininger · Deb Penniston.
The Owner’s Odyssey
Our podcast for business owners — Brook Gratia, Paul McCoy, and Zach Jones on tax strategy, growth, and the decisions in between. It is the same proactive conversation our clients get in their strategic reviews, recorded — listen in before you ever book a call.
Our offices
Walk in near home, or work with us from anywhere — every office reaches the same strategists, bookkeepers, and payroll team.
From anywhere in the U.S.: (888) 317-4835 · Contact is by phone or form — reach the team here.
Questions
There is no rate card, because the plan is built around your business: for each client, we develop a customized service plan and provide the prices in advance, based on the level of complication and needs. The fastest way to a real number is the plan builder — most owners get their estimated monthly price in under 3 minutes. And once you are quoted, that is the deal: no hidden add-ons, no upsells mid-year.
Four short steps — your business and income, your entities, your owners, and your bookkeeping and payroll needs — and the builder produces your estimated monthly plan. From there you can book a proposal review or a discovery call to walk it through with our team before you commit to anything.
It is the first thing that happens when you become a client: a full diagnostic of your tax position in your first 45 days, paired with an evolving roadmap for priorities, deadlines, and deductions. Instead of discovering your position the following April, you start with the map — and the roadmap keeps evolving as your business does.
Unlimited guidance before you buy, hire, or restructure — so you make decisions knowing the tax impact first. Buying equipment, buying or selling real estate, hiring family members, changing payroll or distributions, starting another business, expanding into multiple states, selling business assets, changing your entity structure: bring us the decision before you sign, and we will sweep it for the blind spots first.
Yes — most of our clients arrive mid-stream, with books that are behind or a structure that was never reviewed. The Tax Leak Assessment exists for exactly that: inside your first 45 days we diagnose where things stand, and our bookkeeping team can bring the records current — after-the-fact catch-up is a named service here, not an apology you have to make.
No. Our five offices — Carmel, two in Indianapolis, Fort Wayne, and Evansville — anchor us in Indiana, and we serve clients across the U.S. with virtual accounting services. If you can get on a call and share documents through our secure client portal, distance is not a barrier.
Do not sit on it — IRS notices run on dates, and the options are widest early. Tax resolution is one of our core services, and our business and individual preparation is backed by full direct defense of any IRS notice. Bring the notice to a discovery call and we will tell you plainly what it is, what it is not, and what we would do first.
Ready when you are
Build your plan in under 3 minutes, or book a no-obligation discovery call. Either way, your first 45 days end with a Tax Leak Assessment and a roadmap — not a surprise.
Prefer to talk? Carmel: (317) 386-7021 · Toll-free: (888) 317-4835
