Who we are
Based in Ankeny, Iowa, a fast growing city near Des Moines, we proudly serve clients throughout the Midwest and beyond!
Our vision is for One Source Tax & Accounting Services, LLC to be nationally recognized as a professional services organization that achieves the ultimate balance between outstanding client service, a strong focus on family, and the financial success of the firm. This will be accomplished by fostering a culture of pride and passion that allows us to attract and retain the best and brightest professionals. These individuals are rewarded, recognized, and respected for their contributions to a firm founded on shared core values.
One Source is a firm offering traditional tax services and business consulting. We serve the accounting and financial needs of businesses to help them achieve their financial goals.
One Source offers expertise in all areas of accounting, bookkeeping, and financial based planning. Providing high quality service to our clients is critical.
One Source provides both tangible and intangible value. Our objective is to minimize the tax exposure of our clients while adhering to all state and federal tax laws. The bigger picture is peace of mind, knowing our clients are legally using their financial resources in the most productive manner possible. We work to make the complex understandable. One Source acts in an advisory role that enables clients to better influence and optimize their personal and or corporate wealth. Our goal is to help them make more money and enjoy a better night’s sleep.
One Source offers a unique team of tax professionals and bookkeeping staff with proven expertise as business consultants. We do more than prepare taxes. One Source also provides a variety of valuable services that enable businesses to optimize profitability and minimize tax exposure. Our services are delivered in an innovative manner, creating business planning solutions that are difficult to emulate.
“I had the opportunity of working with Travis, as both a vendor and a Board member, when he was with The Boys & Girls Club of Camarillo. They were trying times and Travis was a rock. He did a great job with the staff, the board and most important - the kids.”
~Scott Harris, President, Mustang Marketing
One Source currently serves clients throughout the Midwest and is dedicated to providing personalized services. Our mission is to deliver comprehensive financial and bookkeeping services, along with guidance across a wide range of offerings to match your business and financial needs.
Tax advising, planning and preparation services
Individual tax preparation
Partnership tax preparation
Corporate tax preparation
At-risk business consulting
Industry-specific consulting
Personal financial planning
Cash flow and budget analysis
Monthly bookkeeping and financial reports
IRS correspondence
Financial planning for profit
On-site client visits
Quarterly newsletter
Our Team
Travis Carlsen
Managing Partner
Caila Harris-Lindsey
Vice President
Andrew Carlsen
Payroll/Bookkeeping Specialist
Cristina Cortes
Accountant
Contact Us
Contact us today for a free estimate!
110 SE Grant Street, Suite 205 • Ankeny, IA