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 What We Do
Tax Services
 
Who We Are
Derek Kitzmiller, CPA

Tax Services

With ever-changing tax laws, it is easy to understand why most people feel overwhelmed by tax preparation or unsure about what is in their best interest in regard to tax planning.  We, at Riverbend Tax Services and Bookkeeping, are committed to understanding each individual’s complete financial picture and its impact on their taxable circumstances.  We work with all individuals regardless of income level or net worth.  Furthermore, our sister company, Riverbend Financial Group, LLC, is available to our tax practice clients if they should have investment or insurance needs. 

Whether a business owner or individual, our primary objective is to provide outstanding, unbeatable client service.  We strive to develop relationships that will be long-lasting and deepen with every encounter.

Tax Services

  • Preparation of federal, state, and local tax returns

  • Estate and inheritance tax returns

  • Fiduciary income tax returns

  • Resolution of tax notices

  • Tax planning and consultation

Who We Are

Derek Kitzmiller, CPA 

Derek graduated from Indiana University Southeast in 1998 with a Bachelor’s degree in Business.  He passed his CPA exam in 1999 and is licensed in both Indiana and Kentucky.  For nearly nine years, Derek worked for Melhiser Endres Tucker CPAs in New Albany, Indiana.  After which, Derek ran a successful individual practice for about a year before joining the Riverbend team in September, 2007 as a member of Riverbend Tax Services and Bookkeeping. 

Derek and his wife, Tricia, live in Sellersburg with their daughters, Caroline and Brooke.  They enjoy working with the youth at their church.

Wealthcheck
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Securities America Inc Account Access

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Managed Opportunities Account Access
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Fidelity

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Oppenheimer

Nationwide Financial

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ISTRF (Indiana State Teacher's Retirement Fund)
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KTRS (Kentucky Teacher's Retirement System)
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Indiana LTC Program
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Savings Bonds Calculator
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605 North Shore Drive Suite 104
Jeffersonville, IN 47130
Ph. 812.285.1164

Fax. 812.285.1323

 

 
 

Securities offered through Securities America Inc., Member FINRA and SIPC -- Andrew Burdsall, Michael Warner, Registered Representatives.  Advisory Services offered through Securities America Advisors, Inc. -- Andrew Burdsall, Michael Warner, Financial Advisors. Representatives are licensed to sell securities in AR, AZ, CA, FL, IL, IN, KS, KY, MA, MI, MN, MO, ND, OH, SC, TX, VA, and WA and insurance products in AR, FL, IL, IN, KS, KY, MN, SC, TX, and VA (Andrew Burdsall: AR Ins License #342917). Riverbend Financial Group, LLC, Riverbend Tax Services and Bookkeeping, Inc. and the Securities America Companies are independent entities.  Tax preparation services provided by Riverbend Tax Services and Bookkeeping, Inc., as Securities America and its representatives do not provide tax services or advice.