Explore Our Services
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
What We Offer
Tax & Advisory Services for Ann Arbor Individuals and Small Businesses. From individual tax returns to year-round tax planning and tax advisory, your work is handled by one CPA who knows your situation personally.
All services are offered at flat, upfront fees. No hourly billing surprises. No nickel-and-diming. You know exactly what you pay.
Business Tax
Business and personal tax returns prepared by a CPA who works with you year-round — which means fewer surprises and more opportunities to save.
What's included:
• Business tax returns (Sch C, S-Corp, C-Corp, Partnership, LLC)
• K-1 preparation for all partners and shareholders
• Shareholder basis and partner capital account tracking
• Quarterly estimated tax calculations and reminders
• Reasonable compensation review for S-Corp owners
| Return Type | Annual Fee |
|---|---|
| Sole Proprietor / Single-Member LLC (Schedule C) | $500 – $900 |
| Partnership / Multi-Member LLC (Form 1065) | $800 – $1,400 |
| S-Corporation (Form 1120-S) | $800 – $1,400 |
| C-Corporation (Form 1120) | $1,200 – $2,000 |
Most people prepare a tax return. Far fewer actually plan their taxes. There's a meaningful difference, and it shows up in your refund, your retirement balance, and the wealth you pass on to your family.
I serve individuals across Ann Arbor and Southeast Michigan — from W-2 professionals and freelancers to retirees, real estate investors, and high-income earners navigating complex financial lives. Whatever your situation, my goal is the same: keep more of what you earn.
Individual Tax Return Preparation Pricing
Individual Tax
| Return Complexity | Fee |
|---|---|
| Simple — W-2 income, standard deduction | $400 |
| Moderate — Itemized deductions, investments, HSA | $400 – $600 |
| Complex — Business income, rental property, K-1s | $600 – $900+ |
Year-Round Tax Planning for Individuals
The tax moves that matter most happen before December 31 — not in April. I offer structured planning touchpoints throughout the year so you're never making decisions without knowing the tax implications.
Retirement Planning Tax Strategy
The right retirement account strategy can dramatically reduce your current tax bill while building long-term wealth. Most people contribute to whatever their employer offers — without considering whether there are better options.
What I analyze and plan:
Retirement account selection: SEP-IRA, Solo 401(k), SIMPLE IRA, Traditional IRA, Roth IRA, Defined Benefit plan
Contribution optimization
Roth conversion strategy
Required Minimum Distribution (RMD) planning
Qualified Charitable Distribution (QCD)
Social Security claiming strategy
Pricing:
• Retirement plan analysis: $400 – $600
• Roth conversion analysis: $600 – $900
Every completed tax return I prepare includes a personalized tax-planning summary and specific strategies I identified that could reduce your taxes going forward. It's not a generic checklist. It's your situation, reviewed with fresh eyes.
Tax Compliance
Accurate, thoroughly reviewed personal returns for individuals at every income level and complexity.
Tax Advisory
Filing your tax return is the minimum. Planning your taxes before the year ends is where you really save money. Most small business owners only hear from their accountant at tax time, which is too late to do anything meaningful. I work with you year-round to minimize what you owe and maximize what you keep.
With Big Four training and years of tax advisory experience, I bring a level of strategic tax thinking to Ann Arbor's small businesses that most local CPA firms simply don't offer.
Business Advisory
Business formation & entity selection
Business valuations
Buy/sell agreement consulting
Business planning
Due diligence support for buyers and sellers evaluating a business acquisition or partnership buy-in
Market research & expansion: financial and operational analysis for entering a new market, opening a second location, or scaling into a new customer segment
Business Formation Advisory
Starting a business on the right foundation saves years of expensive corrections. I work with new business owners before they make decisions that are hard to undo. One of the most impactful — and most often missed — tax decisions a small business owner makes is their entity structure. The wrong choice can cost thousands of dollars every year in unnecessary taxes.
What I analyze:
Entity selection analysis with tax modeling
EIN application and S-Corp election filing
Initial financial setup — bank account structure, chart of accounts, QBO setup
First-year tax calendar and deadline overview
Startup cost analysis and break-even projection
Estimated tax payment setup
Sole proprietor vs. LLC vs. S-Corp vs. C-Corp: tax implications of each for your situation
S-Corp election timing and strategy
Self-employment tax savings analysis
Reasonable compensation planning
Pricing:
Entity formation (business registration and tax registration): $350
S-Corp conversion analysis: $400 – $800
Other advisory services are quoted separately
Year-Round Tax Planning
Tax planning is not a once-a-year event. The most effective strategies require action before December 31 — sometimes well before. I offer structured year-round planning touchpoints so opportunities are never missed.
What I address:
Section 179 and bonus depreciation on equipment and vehicle purchases
Qualified Business Income (QBI) deduction optimization — the 20% pass-through deduction
Income timing — defer income into next year or accelerate deductions into this year
Estimated tax payments — adjust to avoid underpayment penalties
Accounting method elections — cash vs. accrual, inventory methods
Retirement account contributions — SEP-IRA, Solo 401(k), SIMPLE IRA, Defined Benefit plan
Pricing: Mid-year tax projection and year-end tax planning meeting — $500
Business Sale Planning
Selling your business is likely the largest financial transaction of your life. The difference between a well-planned and a poorly-planned sale can easily be six or seven figures in avoidable taxes. This planning must begin well before the sale — ideally 1–3 years in advance.
What I analyze and plan:
Asset sale vs. stock sale — dramatically different tax outcomes for buyer and seller
Purchase price allocation strategy across asset classes
Installment sale structuring — spread gain recognition over multiple years
Qualified Small Business Stock (QSBS) — Section 1202 exclusion
Final year retirement plan contributions to absorb business income
Pricing:
Pre-sale tax planning consultation: $1,500
Full sale transaction tax advisory: $3,000 – $8,000+, depending on deal size
A sole proprietor netting $100,000 pays approximately $14,130 in self-employment tax. The same owner structured as an S-Corp with a reasonable $60,000 salary pays approximately $8,478 — a savings of over $5,600 annually. After accounting for additional S-Corp compliance costs, the net savings are still significant and compound every year.
Let’s Work Together
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