This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Contact us today at (231) 463-9849 (call or text) to set up an appointment for a consultation.

Professional Affiliations

QuickBooks ProAdvisor

Firm Principal = Enrolled Agent

What is an enrolled agent? (posted 11/8/11)

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Above is posted directly from IRS.gov. Click here to view.

In a nutshell, this designation means you’ll receive responsible, enlightened, educated and updated tax services from our company.  In order to maintain the enrolled agent designation, there is a heightened requirement for continuing education over registered tax preparers.

Member: Professional Organizations