Trusted
Partners
A network built on trust and results.
At Custom Business & Tax Solutions, we believe strong relationships lead to stronger results. Over the years, we've built connections with a network of reputable professionals and businesses who share our commitment to quality and integrity. From financial advisors and legal experts to insurance providers and tech specialists, these trusted partners help our clients go further with confidence. We’re proud to recommend them—and are always happy to make a personal introduction if their services could support your goals.
Esther Barber
Mexican Civic Association
Esther Barber works closely with many of our Hispanic clients, providing hands-on support with liquor licenses and other regulatory needs through the Mexican Civic Association. Known for her personal approach and deep community knowledge, Esther is a trusted resource when navigating these complex requirements.
Phone: 317-788-6978 | Email: usmex7@aol.com
Joe Stafford
Health Insurance Agent
Health insurance can be complicated, but Joe Stafford makes it easy to understand and navigate. As an independent agent with InHealth Insurance Advisors, Joe offers honest guidance, personalized recommendations, and a commitment to helping individuals and families find the coverage that fits their needs. We trust Joe to care for our clients with the same integrity and attention we value at CBTS. Learn more here.
Phone: 317-371-7686 | Email: joe@inhealthagent.com
Shane S. Matthews
CEPA, AAMS, CRPC, Edward Jones
Shane Matthews is a financial advisor with Edward Jones who specializes in retirement planning and long-term investment strategies tailored to individual goals. His thoughtful, client-focused approach makes him a valuable partner for those looking to build, manage, and protect their financial future.
Learn more here.