Accounting, Tax, and Investment Services in the Indianapolis Metro
Martin James, CPA, has been delivering professional outsourced tax, accounting, and financial services to the greater Indianapolis area since 1986. Before joining Modern Wealth Management, Marty built a team that has expertise in providing integrated investment, tax saving strategies and asset protection strategies to individuals and closely-held businesses. As a part of Modern Wealth Management, we can deliver these services nationwide.
We recognize the value of a personal, hands-on approach and earning a position on your team for life. One of our top priorities is to make certain you have a clear understanding of your current financial condition giving you a knowledge base that will allow you to make smart decisions regarding your finances.
It’s like having your own accounting department
When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.
We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.
Meet Our Team
Marty James, CPA
Marty James, Managing Director at Martin James, CPAs, brings 37 years of industry experience with CPA & PFS credentials. He started Martin James, CPAs in 1986 after working at Coopers & Lybrand and a smaller CPA firm. The Martin James, CPAs team joined Modern Wealth Management in October 2023, managing the Indianapolis office with a focus on tax and financial planning.
Married to Cindy for 43 years, Marty has two sons, one of whom is a colleague Kyle James, CPA, while the other is a utility lineman. They have six grandchildren aged 5 to 13. Marty’s strong faith guides his life. He’s also an avid fly fisherman, a certified casting instructor, and a volunteer with Project Healing Waters Fly Fishing. He’s an active member of AICPA, Indiana Society of CPAs, and the Indianapolis Fly Casters, and known for breaking the typical CPA stereotype.
Marty’s extensive experience, dedication to faith, and passion for fly fishing and charitable work make him a unique asset to the team, offering personalized financial planning for clients.
Kyle James, CPA
Tax Administrative Assistant
Susie Nysewander, serving as a Tax Administrative Assistant at Modern Wealth Management, began her journey with Martin James Investment & Tax Management in 2012. Her role primarily revolves around offering administrative support to her team, with a strong emphasis on tax-related projects. Susie is often the initial point of contact for clients and takes pleasure in assisting them with their requirements.
Sheila Walker, CPA
Sheila Walker, a Tax Manager at Modern Wealth Management with a CPA credential, brings 34 years of experience in the industry. She holds a BS in Accounting and has been a part of Martin James Investment and Tax Management for nearly three decades. Sheila’s career has predominantly been in public accounting, where her role encompasses maintaining client relationships by providing guidance on compliance and tax planning matters, preparing and reviewing tax returns, supervising and training staff, and coordinating departmental activities.
Tax and Accounting Specialist
Katy Harvey, a Tax and Accounting Specialist at Modern Wealth Management, holds a Bachelor of Science in Accounting. Her career began with an internship at a tax accounting firm in downtown Indianapolis, where she later transitioned to full-time work in tax. In her role, Katy focuses on preparing clients for the upcoming tax year, involving financial statement analysis, tax planning and estimates, as well as tax compliance and reporting. She takes pride in assisting clients in any way possible to meet their needs.