Applegate & Company has been serving businesses and organizations in Michigan City, Indiana, and the surrounding area for more than thirty years. Our offerings include audit and assurance services, consulting services, and tax services.

Auditing & Assurance Services

• Audit services include:
• Financial statement audits
• Internal control audits
• Not-for-profit audits
• OMB Circular A-133 audits
• Retirement plan audits  
• Reviews
• Compilations
• Agreed upon procedures 

Consulting Services

• Business analytics
• Estate/trust planning
• Financial forecasts/projections
• Mergers/acquisitions
• Retirement planning
• Strategy consulting
• Succession planning
• Tax abatement consulting

Tax Services

• Federal income tax
• State & local tax
• Estate tax
• IRS representation
• New market tax credits
• Not-for-profit tax compliance
• Tax planning 
• Tax research