Eastpointe, Michigan
Your money. Your business. Your next move.
Tax preparation, bookkeeping, payroll and business financial services — and people who stay with you after the return is filed.
- Individuals
- Self-employed
- Small business
- Growing companies
01
Start here
What are you here to do?
Pick the one that sounds like you. Every door goes somewhere different.
02
How it works
File. Organize. Manage. Plan. Grow.
Most people meet us over a tax return. That is rung one. As the money gets more complicated, the work moves up the ladder with you.
01
File
Get the return done right.
02
Organize
Get the books straight.
03
Manage
Payroll, invoices, compliance.
04
Plan
Know what the numbers say.
05
Grow
Hire, fund, expand, sell.
“See you next year” is not a plan. The better question is what you should do with the next twelve months.
03
Two sides
One office. Two kinds of work.
What you need depends on where the money comes from. Start on the side that fits.
Personal
Get your money right.
For W-2 earners, families, homeowners and anyone with a 1099 in the mix.
- Individual and family returns
- Self-employed and gig income
- Prior-year and amended returns
- Quarterly estimates
- Refund advance, subject to lender approval
Business
Get your business right.
For LLCs, S-corps, partnerships and owners who would rather run the business than the books.
- Bookkeeping and reconciliation
- Payroll and payroll taxes
- Business and corporate returns
- Payables and receivables
- Reporting, planning and capital advice
04
Services
The whole list.
Compliance keeps you legal. Management keeps the month running. Advisory is what the numbers are for.
Compliance
The filings you are required to make.
- Personal taxes
- Federal, Michigan and city returns.
- Business taxes
- LLCs, partnerships and sole proprietors.
- Corporate taxes
- S-corp and C-corp returns.
- Corporate documentation
- The paperwork the state requires you to keep.
Management
The month-to-month running of the money.
- Bookkeeping
- Daily transactions recorded and reconciled.
- Payroll
- Payroll run, payroll taxes filed.
- Payables and receivables
- Supplier and customer invoices managed.
- Planning
- Reporting and advice to support growth.
Advisory
The decisions the numbers are supposed to inform.
- Reporting
- Financials directors can actually make decisions on.
- Capital fundraising
- Advice on seeking equity to grow the business.
- Mergers and acquisitions
- Financial planning for buying or selling.
05
Tax season
Need your money sooner?
If you qualify, a refund advance puts part of your federal refund in your hands before the IRS sends it.
$7,500
Maximum advance, subject to approval
Read this part
Approval determined by MetaBank. Terms and eligibility apply. An advance is a loan against your refund. It is not a bigger refund and it is not a faster IRS. Not everyone is approved, and the amount you are offered may be less than the maximum.
06
Trust
Who is handling your money.
You are about to give somebody your income, your bank details and your Social Security number. Reasonable questions deserve answers first.
Where are you?
Suite 204 on Gratiot in Eastpointe. A real office with real hours, where you can sit across the desk from the person doing the work.
Who does my return?
The same people, in the same office, year after year. You are not routed to a call centre and you are not reassigned every season.
What happens to my documents?
They are used to prepare your filing and kept for the retention period the IRS requires. Client information is never sold.
What if something goes wrong?
You call the office and speak to a person. Notices, amendments and follow-up questions are part of the work, not a separate emergency.
Next step
Make bigger money moves.
Book a time, or call the office and ask. Either way you will speak to somebody who can tell you what your situation actually needs.
