Thank you for your interest in working with our team of tax and accounting advisors. We provide the following services for our clients:
Tax return filing and tax planning for individuals
C-corporation, S-corporation and partnership tax return filing
Bookkeeping and financial statement preparation
Our firm has experience working with the following types of businesses:
Professional services firms
Real estate firms
Manufacturing companies
Physician practices
High-net-worth individuals
You can trust our staff’s expertise, as they participate in continuing professional education classes offered by local chapters of national tax and accounting associations to keep up with the ever-changing tax law and accounting landscape.
Visit the Services area of our website to learn more about the services we provide.
Brian brings more than 30 years in diverse tax, financial, and consulting experience to his role as a Certified Public Accountant. He has had his own firm for over 20 years. Brian is a member of the Michigan Association of Certified Public Accountants. He earned his Bachelor of Business Administration in Accounting degree from Western Michigan University.
Matt brings more than 30 years in tax, financial, and consulting experience to his role as a Certified Public Accountant. He also has over 10 years’ experience as a CFO for a privately held company. Matt is a member of the Michigan Association of Certified Public Accountants. He earned his Bachelor of Business Administration in Accounting degree from the University of Michigan.
Samer brings more than 10 years of experience in accounting, tax, and strategy to his role as a Certified Public Accountant. His professional background spans public accounting, corporate finance, and strategy roles. Samer is a member of the Michigan Association of Certified Public Accountants. He earned his MBA from the University of Michigan Ross School of Business.
Tracey brings more than 20 years of experience in accounting and tax to her role as Senior Accountant. Tracey earned her Master of Science in Accounting from Walsh College.
Julie has worked in bookkeeping and accounting since 2014, bringing years of experience in helping individuals and businesses manage their financial needs. She specializes in bookkeeping, payroll, account reconciliations, and assisting with tax preparation. She is currently studying to become an Enrolled Agent (EA) to further expand her knowledge and expertise in taxation. Julie enjoys building relationships with clients and takes pride in providing accurate, organized financial information while making the accounting process easier for those she works with.
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