Tri County Bookkeepers and CPAs

Messy books can disrupt a business's growth and success. With our expertise, we can help clean up your books, create a reliable recordkeeping system, and set up checks and balances. That way you can focus on what really matters - running your business! Give us a call at (269) 926-2191 to set up your first appointment with us today.

Tax season is around the corner – are you ready? Here are some quick tax tips to make filing easier! Looking to maximize your refund? Contact us at (269) 926-2191 to schedule a tax consultation today!

We understand the stress and complexity of dealing with IRS matters, and our team of experienced tax professionals is here to guide you every step of the way. Our approach ensures that each case receives personalized attention, maximizing your chances for a favorable resolution while safeguarding your financial well-being. Give us a call at (269) 926-2191 to set up your consultation.

Traveling internationally for business goes hand in hand with unique tax challenges and opportunities. Be sure you’re maximizing your benefits and minimizing your risks by keeping detailed records and being aware of any local and foreign tax obligations. Stay on top of things through proper planning and informed decision making. https://bit.ly/4cVh1nl

Extra! Extra! Read all about it! The standard deduction amounts for 2025 have increased due to inflation. Don’t navigate the complicated tax world alone – let us be your guide!??Contact us at (269) 926-2191.

Businesses can deduct “ordinary and necessary” expenses they incur in the course of operations. If your business claims higher-than-average deductions for your industry, it might be a red flag that triggers an IRS audit. You could have to prove that certain expenses are ordinary and necessary by providing invoices, receipts, contracts and other documentation. Organizing your expense records to stand up to IRS scrutiny doesn't have to be complicated. Let us handle your numbers so you can focus on what matters - running your business. Schedule an appointment with us today at (269) 926-2191.

It's advisable to begin saving money in a retirement account as soon as you can to increase your nest egg. The longer you put off saving, the less time your assets have to grow. Now may be a good time to discuss your retirement plans with a qualified financial advisor like us. We’d love to help you! Contact us today at (269) 926-2191.

Unsure if you could benefit from the expertise of a business consultant? Our objective perspective offers specialized knowledge that can add value to your business! https://bit.ly/3LEu55v

If in 2025 you give money or property worth more than the $19,000 annual gift tax exclusion to someone other than your spouse, you may have to pay gift tax. Your gift can still be tax-free if you haven’t used up your lifetime gift and estate tax exemption, which is $13.99 million for 2025. If gift tax is due, usually the giver is responsible for paying it rather than the recipient. Even though recipients aren’t subject to any immediate tax implications, they may have to pay capital gains tax if they sell their gifted property in the future. Need help? You came to the right place - (269) 926-2191.

As a business owner, it's important that you classify workers correctly as either employees or independent contractors because misclassifying them could trigger an IRS audit. If you treat workers as independent contractors but the IRS considers them to be employees, the tax agency may impose back taxes, interest and penalties. If you're looking for personalized, in-depth tax assistance when classifying workers, you've come to the right place. Contact us today at (269) 926-2191 to set up your first consultation.