Taxes done right, by people you can call.
Tax preparation, bookkeeping and IRS help for families and small businesses, with flat, upfront pricing and a CPA who knows your name.
How we can help
Year-round support, not just in April.
Individual tax returns
Federal, Michigan and city returns, including W-2s, investments, rentals and side income.
Business tax
LLC, S-corp, partnership and sole-proprietor returns, plus quarterly estimates and planning.
Bookkeeping
Monthly reconciliations and clean financial statements in QuickBooks Online.
Payroll
Direct deposit, payroll taxes, W-2s and 1099s, all filed on time.
IRS letters & audits
Got a notice? We'll read it, respond for you and represent you if needed.
Tax planning
Mid-year reviews to lower next year's bill, before it's too late to change anything.
Flat fees, quoted upfront
You'll know the price before we start. No hourly surprises.
Individual
Personal federal and state return
- W-2, 1099 and investment income
- Itemized or standard deduction
- Michigan and city returns
- E-file and direct deposit
Business Return
LLC, S-corp or partnership
- Business return and K-1s
- Owner's personal return included
- Quarterly estimate reminders
- Year-round questions answered
Bookkeeping
Monthly books, done for you
- Monthly bank reconciliation
- Profit & loss and balance sheet
- Quarterly check-in call
- Tax-ready books in January
Experienced, local and easy to reach
Robert Carter, CPA
27 years in public accounting. Focuses on small business and tax planning.
Elaine Hale, CPA
Former IRS revenue agent who now handles audits and notices for clients.
David Lin, EA
Enrolled agent specializing in rentals, retirement and multi-state returns.
Megan Ross
QuickBooks ProAdvisor who keeps 120 businesses' books current every month.
File without leaving home
- 1. Book a free 15-minute call. We'll learn your situation and quote a flat fee.
- 2. Upload your documents. Snap photos of your forms in our secure portal.
- 3. Review with your preparer. In person or by video. We explain every line.
- 4. Sign and e-file. Sign electronically, and your refund is on its way.
Never email your tax documents. Use the encrypted client portal; we'll send you a link after your consultation.
Questions we hear a lot
What should I bring to my appointment?
Last year's return, your W-2s and 1099s, mortgage and property tax statements, and receipts for any deductions. We'll send you a personalized checklist after your consultation.
I got a letter from the IRS. What do I do?
Don't panic, and don't ignore it. Most notices are simple to resolve. Upload it to the portal and we'll tell you within 48 hours what it means and what we'll do.
Can you file my taxes if I'm late?
Yes. We file extensions and catch up on back years regularly, and we'll help you reduce penalties where possible.
Do you only work during tax season?
No. We're open year-round for bookkeeping, payroll, planning and notices.
Book a free consultation
- 905 W Ann Arbor Trail, Suite 110
Plymouth, MI 48170 - (734) 555-0109
Office hours
Feb 1 – Apr 15: weekdays until 7 PM, Saturdays 9 AM – 2 PM.