Take advantage of our personalized and personal, data-driven approach to help maximize your return.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Serving our community since 2008 we have worked as a cutting edge personal financial services company. Working with clients in over 35 states, we want to break down the barriers of understanding the United Stated financial system and help you accomplish all of your goals.
In addition to being heavily involved in the local community, we offer the following services to all clients:
Small business or personal finacne? We specialize in all areas of accounting to maximize you or your bussiness needs. Meet with us to see what we can do for you.
If you’re looking for tax knowledge that rivals the IRS, from the everyday tax issues to the obscure, we have you covered. Meet with us to discus tax strategy and planning.
Wealth management is the key to making sure you can accomplish all of your financial goals in life. Meet with us to discuss retirement, investments, college planning, and much more.
"Kinnamon Financial has been handing my personal and business taxes for several years now. Daniel is a wealth of knowledge when it comes to taxes and their ever changing laws. While I have appreciated his expertise, my family has benefited greatly from it as well. My sister was facing massive tax debt after a previous ‘professional’ botched her bankruptcy. Daniel was able to talk to the IRS to sort things out and get the debt nearly erased. I’ve recommended Daniel to many subcontractors and will continue to do so as he works very hard to make sure we’re well taken care of."
Owner of Silver Lining Landscaping
“Daniel has been great to work with! He reviewed what we were doing business-wise and was able to help us find a lot of ways to reduce our tax liabilities, as well as plan for growth. Very detail-oriented and personable, and we appreciate his commitment to supporting the local community. Would highly recommend the Kinnamon Team!”
CEO at Jam Printing & Promitions in Plainfled
"Daniel took over doing our taxes a few years back and I really feel that I upgraded services. He’s a great explainer of complicated tax code and lets me know how to plan ahead for both my business and personal tax liabilities. I feel he’s on top of everything, and that my business is in good hands."
Ryan Grimes,Owner of My It Indy
Work with an objective financial management firm that has your goals in mind. Sound planning in your finances can make a world of difference. Everyone has different priorities. Live your life doing everything that makes you happy!
2680 East Main Street
Plainfield, IN 46168
9 am - 5 pm