Everything you need from an accounting and tax firm, in one place that answers.

Business tax and monthly close

We prepare returns for LLCs, S corporations, partnerships, and corporations (Forms 1120-S, 1065, and 1120), review entity elections and reasonable owner compensation, and keep your books reconciled every month in QuickBooks or Xero. Payroll filings, 1099s, and Michigan sales tax are included when they apply.

• Forms 1120-S, 1065, 1120 and the Michigan return
• Entity selection and the S corporation election
• Monthly close and reconciled accounts
• Payroll, 1099s, and sales tax filings

Personal tax

Federal, Michigan, and city returns (Detroit and other Michigan cities), estimated payments, and planning before year end. We also look for the credits that are most often missed.

• Form 1040, MI-1040, and city returns
• Estimated payments and withholding
• Year end planning
• Prior year returns and amendments

Advisory and CFO support

For growing companies that need a finance lead without hiring one: cash flow forecasting, pricing and margin reviews, budgets, and a monthly dashboard with a conversation around it.

• Cash flow forecasting
• Pricing and margin reviews
• Budgets and key metrics
• A monthly meeting about the numbers

Cross border tax (United States and Canada)

Windsor and Ontario residents with Michigan income, and Michigan residents with Canadian income or property: treaty positions, withholding, foreign tax credits, and coordinated filings on both sides of the river.

• Canadian residents working in Michigan
• Foreign tax credits and treaty positions
• Forms W-8BEN, 8833, and 1040-NR
• Coordination with your Canadian accountant

Compilations and reviews

Financial statements prepared under professional standards when a bank, franchisor, investor, or board asks for them, with a report signed by a licensed CPA.

• Compilation reports
• Review reports
• Statements for lenders and landlords
• Franchisor and investor packages

Starting a business

Entity selection, EIN, state registrations, bookkeeping setup, and a first year tax calendar. Legal questions are coordinated with your attorney.

• Entity selection from a tax perspective
• EIN and Michigan Treasury registrations
• QuickBooks or Xero setup
• A first year tax calendar

IRS and State notices

We read the letter, explain it in plain language, and respond on your behalf under a power of attorney. Most notices are resolved without a phone call from you, and we handle audits and payment plans when needed.

• Responses to CP2000 and other notices
• Michigan Treasury notices
• Payment plans and installment agreements
• Representation under Form 2848