Insights

Personalized Financial Planning Ehlen Heldman emphasizes holistic and personalized financial planning, creating opportunities to cross-sell advanced wealth management and advisory services tailored to clients seeking comprehensive financial solutions.

Mid-Sized Market Niche With revenue ranging between 10 and 25 million dollars and a dedicated team of up to 50 employees, Ehlen Heldman targets small to mid-sized clients, indicating a demand for scalable accounting and tax services that can be expanded as clients grow.

Technology Adoption The company utilizes modern tech tools such as Microsoft 365 and digital marketing pixels, signaling openness to innovative solutions; this creates opportunities to offer clients cutting-edge financial apps or cybersecurity enhancements.

Local Expansion Located in Indianapolis, Indiana, Ehlen Heldman has a regional presence that can be leveraged to expand into nearby markets with similar client profiles, leading to potential growth in new geographic areas.

Leadership & Trust Led by experienced professionals Doug and Greg, the firm emphasizes personalized service, ideal for building long-term client relationships and upselling ongoing advisory and tax planning services.

Ehlen Heldman Tech Stack

Ehlen Heldman uses 8 technology products and services including DoubleClick Floodlight, Facebook Pixel, Microsoft 365, and more. Explore Ehlen Heldman's tech stack below.

  • DoubleClick Floodlight
    Advertising
  • Facebook Pixel
    Analytics
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • ScrollReveal
    Javascript Libraries
  • HSTS
    Security
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

Ehlen Heldman's Email Address Formats

Ehlen Heldman uses at least 2 format(s):
Ehlen Heldman Email FormatsExamplePercentage
FirstL@ehccpa.comJohnD@ehccpa.com
100%
FLast@ehlenheldman.comJDoe@ehlenheldman.com
50%
Last@ehlenheldman.comDoe@ehlenheldman.com
38%
FirstLast@ehlenheldman.comJohnDoe@ehlenheldman.com
12%

Frequently Asked Questions

Where is Ehlen Heldman's headquarters located?

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Ehlen Heldman's main headquarters is located at 130 East Epler Avenue Suite a Indianapolis, Indiana 46227 United States. The company has employees across 1 continents, including North America.

What is Ehlen Heldman's phone number?

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You can contact Ehlen Heldman's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ehlen Heldman's official website and social media links?

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Ehlen Heldman's official website is ehlenheldman.com and has social profiles on LinkedIn.

What is Ehlen Heldman's NAICS code?

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Ehlen Heldman's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Ehlen Heldman have currently?

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As of May 2026, Ehlen Heldman has approximately 20 employees across 1 continents, including North America. Key team members include Owner: D. E.Tax Associate: E. P.Client Services Associate: N. W.. Explore Ehlen Heldman's employee directory with LeadIQ.

What industry does Ehlen Heldman belong to?

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Ehlen Heldman operates in the Accounting industry.

What technology does Ehlen Heldman use?

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Ehlen Heldman's tech stack includes DoubleClick FloodlightFacebook PixelMicrosoft 365Font AwesomejQuery UIScrollRevealHSTSX-Content-Type-Options.

What is Ehlen Heldman's email format?

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Ehlen Heldman's email format typically follows the pattern of FirstL@ehccpa.com. Find more Ehlen Heldman email formats with LeadIQ.

When was Ehlen Heldman founded?

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Ehlen Heldman was founded in 1989.

Ehlen Heldman

AccountingIndiana, United States11-50 Employees

What started out as accounting for history, turned into a passion for proactive planning.

In the past, when preparing tax returns, it was easy to see the financial decisions that had been made but there was little, if any, action that could be done to correct any undue tax consequences.  It became clear that you need a professional to advise you in making financial decisions that are also tax-efficient.

Now, Doug and Greg lead a team of professional staff that work hard to bring you personalized, comprehensive accounting, tax and wealth services. Together, we deliver holistic planning services to help you make sound financial decisions and ultimately keep more of your own hard-earned money.

We’re eager to meet you! Give us a call to schedule a time to start discussing your financial future.

Ehlen Heldman
130 East Epler Avenue Suite A
Indianapolis, IN 46112

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Section iconCompany Overview

Headquarters
130 East Epler Avenue Suite a Indianapolis, Indiana 46227 United States
Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1989
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Ehlen Heldman's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Ehlen Heldman's revenue is estimated to be in the range of $10M$25M

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