Sign In Get Started

Kelli Swan — CPA in Bay City, Michigan

K

Kelli Swan

Certified Public Accountant | Licensed in Michigan
0.0 (0 reviews)
Verified Licensed
3427 Hilltop Drive, Bay City, Michigan 48706 View on Maps

About Kelli Swan

Based in Bay City, Michigan, Kelli Swan is a certified public accountant with over a decade of experience providing expert accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs.

With a strong focus on basic accounting services, financial planning, and small business accounting, Swan's practice caters to the diverse needs of business owners and individuals seeking trusted guidance on tax compliance and financial management.

She specializes in general accounting and advisory services, as well as retirement account tax reporting, helping clients navigate complex financial situations and stay in compliance with regulatory requirements.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Bay City

JM
John M. Weber
Bay City, Michigan
SL
Sandra L. Thompson
Bay City, Michigan
MM
Martha M. Rex
Bay City, Michigan
EM
Estee M. Bowman
Bay City, Michigan
MJ
Michael J. Windy
Bay City, Michigan
GL
Garrett L. Pohl
Bay City, Michigan

Contact Kelli Swan

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns