Individual Services

Individual Accounting Services

If it's tax-related, we can help you with it. We'll probably even save you money on it.

Whether you want us to handle the filings or just give you some advice, we can help you with personal income tax returns, trusts and estate-planning, and retirement-planning.

We'll probably never convince you that doing your taxes is fun, but at least we can make life easier when it's time to file.

Accounting Services

Our programs are designed to achieve your financial goals while, in the process, assure appropriate financial management and security.

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Tax Preparation & 1040

We provide the following personalized services for individuals:

  • Rental Property Planning
  • Small Business (Sole Proprietors)
  • Alternative minimum tax planning
  • Annual income tax planning
  • Charitable giving strategies
  • Estate, gift, and trust planning
  • Tax free exchanges

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Estate & Trust Planning & Tax Services

Estate Planning is not just having a will. It involves arrangements for managing your assets while you are alive and upon your death, while often minimizing the estate tax impact on your family.

Usually estate and trust services involve a team of professionals: Certified Public Accountants (CPA), an attorney, a financial planner or investment advisor. We will work closely with your professionals to create a tailored plan for you and your family.

Our services include:

  • Federal and state fiduciary income tax return preparation
  • Federal and state estate tax return preparation
  • Financial statement preparation and related accounting services
  • Estate planning

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Quickbooks & Accounting Software Support

Certified QuickBooks ProAdvisor

As a Certified QuickBooks Advisor, we have helped many businesses setup and mange their operations in QuickBooks. In order to serve you more efficiently, we can work directly with your files.

This powerful application will save you time and money by helping you run your business more efficiently. Here are some of the time-saving features you can use:

  • Billing
  • Accounts Receivable
  • Payroll
  • Check Writing
  • General Ledger
  • Bank Reconciliation
  • Job Costing
  • Inventory
  • Financial Statements

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Headquarters

875 S Main St.
Plymouth, MI 48170
Phone: 734.454.4100
Fax: 734.454.1300

Down River

7311 Park Ave.
Allen Park, MI 48101
Phone: 313.388.7180
Fax: 313.388.3216

Northern Michigan

PO Box 627
Grayling, MI 49738
Phone: 989.348.4055
Fax: 989.348.6451

Oakland County

2310 E 11 Mile Rd
Royal Oak, MI 48067
Phone: 248.399.7331
Fax: 248.414.3848

Bay Area

255 N Center Rd. #5
Saginaw, MI 48638
Phone: 989.792.1985
Fax: 989.792-8095

Eastside

23000 Greater Mack Ave., Ste. 500
St. Clair Shores, MI 48080
Phone: 313.371.6600
Fax: 586.859.7045