Reify Wealth Advisors is an Indianapolis-based financial advisory firm offering tax services designed to complement its financial planning and investment management services. The firm provides tax preparation, annual tax planning, and long-term tax strategies, with an approach tailored to each client’s financial goals. Its tax support is intended for individuals seeking coordinated assistance with personal finances, estates, or trusts.

Reify emphasizes a personalized relationship, aiming to listen to clients, protect their interests, and help them feel valued. Tax services are billed hourly. After an initial discussion about the engagement, the firm provides an engagement letter outlining the services and scope of work.

The firm also offers a secure portal for tax clients; clients can contact its office to request login credentials. Reify Wealth Advisors shares information about CPA and CGMA credentials, and provides access to educational, no-cost workshops through its newsletter. Its other listed services include financial planning and investment management. The firm is located at 3500 DePauw Boulevard, Suite 1035, Pyramid One, Third Floor, Indianapolis, Indiana.