About us

Principal Tax Group believes in the value of developing personal relationships with our clients.  These relationships are built on trust, integrity, follow through with commitments, and being responsive to our clients needs.  PTG understands you are busy running your business, often long after “traditional” business hours.  Our firm recognizes this and understands the demands of today’s competitive climate. We also understand the need for timely and accurate financial and tax reporting, and we will work to our ability to exceed your expectations.

Principal Tax Group is an Indiana based public accounting firm with an office on the eastside of Evansville as well as a downtown location.  The firm was established in 2004 and was purchased in 2012 by Christy L. Morlock, CPA.  Mrs. Morlock is a member of the American Institute of Certified Public Accountants and Indiana CPA Society.  Mrs. Morlock has over 30 years of tax and accounting experience.

7201 E Virginia St,
Evansville, IN 47715

BBB Accredited Business

How Long Should You Keep Your Tax Records?

If you think your tax work is done once you file your return, think again. Now you need to file your tax records. Keeping your tax returns and the documents you used to complete them obviously is critical if you’re ever audited. The statute of limitations on IRS audits is a key factor in deciding …

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iTune Gift Cards IRS Scam

IRS Warns Taxpayers of Summer Surge in Automated Phone Scam Calls; Requests for Fake Tax Payments Using iTunes Gift Cards WASHINGTON — The Internal Revenue Service today warned taxpayers to stay vigilant against an increase of IRS impersonation scams in the form of automated calls and new tactics from scammers demanding tax payments on iTunes …

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Record Retention

Well-organized records make it easier to prepare a tax return and help provide answers if your return is selected for examination or to prepare a response if you receive an IRS notice. Records such as receipts, canceled checks and other documents that support an item of income or a deduction, or a credit appearing on …

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2016 Tax Open Date

The official opening date for filing your 2015 tax return is Tuesday, January 19, 2016.

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