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Lake Orion
Filter Results
Lake Orion
Showing 11 to 20 of 93 CPAs in Lake Orion, Michigan
ME
Mary E. Pruss
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48359
Mary E. Pruss is a certified public accountant based in Lake Orion, Michigan, with over a decade of experience in providing financial guidance to family-owned enterprises and individuals and families. Her expertise encompasses basic accounting services, individual tax services, and small business accounting, ensuring clients receive comprehensive support for their financial needs. Notably, Mary has extensive experience in IRS representation, helping clients navigate complex tax issues and resolve disputes efficiently.
NA
Nicholas A. Rossi
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48359
Nicholas A. Rossi, a certified public accountant based in Lake Orion, Michigan, has been serving clients across various business structures for over a decade. With a specialization in providing Basic Accounting Services, Small Business Accounting, and Tax Compliance, he offers expertise in navigating financial complexities for entrepreneurs and startups. His services include Bookkeeping & Financial Statement Compilation and Retirement Account Tax Reporting, ensuring accurate and compliant financial records for a range of business entities, including S-Corps, partnerships, and LLCs.
SM
Stephen M. Willis
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48359
Based in Lake Orion, Michigan, Stephen M. Willis provides expert bookkeeping and financial statement compilation services to his clients. With over 10 years of experience in general accounting and advisory services, Willis focuses on basic accounting services, business tax services, and small business accounting, catering to the needs of individuals and families, as well as family-owned enterprises. His expertise in these areas enables him to deliver comprehensive financial guidance, ensuring accurate financial records and informed decision-making for his clients.
JD
Jeffrey D. Carroll
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48362
Located in Lake Orion, Michigan, Jeffrey D. Carroll is a certified public accountant with over 20 years of experience providing tax and accounting services. He specializes in assisting entrepreneurs and startups with business tax services, as well as individuals and families with tax compliance and return preparation. As an IRS-authorized representative, Carroll helps clients navigate tax issues and disputes, ensuring accurate and efficient resolution.
AA
Amy A. Dodd
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48359
Located in Lake Orion, Michigan, Amy A. Dodd is a respected CPA with over 10 years of experience serving small business owners and entrepreneurs. Her expertise in basic accounting services, small business accounting, and individual tax services has allowed her to effectively guide clients through complex financial situations. Dodd specializes in tax planning and consulting, as well as retirement account tax reporting, delivering precise and personalized advice to her clients.
BL
Brad L. Conley
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48359
Brad L. Conley is a certified public accountant based in Lake Orion, Michigan, with over 10 years of experience in providing financial guidance to entrepreneurs and startups. His services include general accounting and advisory, bookkeeping, and financial statement compilation, as well as individual and business tax services. With a specialization in basic accounting services, individual tax services, and business tax services, Brad works closely with family-owned enterprises to meet their unique financial needs.
KA
Kimberly A. Quaile
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48360
Based in Lake Orion, Michigan, Kimberly A. Quaile provides comprehensive accounting services to family-owned enterprises and entrepreneurs. With over 15 years of experience in tax and financial planning, Quaile offers specialized expertise in business tax services and basic accounting for individuals and businesses. Her services include IRS representation and preparation of individual and business tax returns, ensuring accurate financial reporting and compliance.
KA
Kimberli A. Borrero
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48360
Kimberli A. Borrero is a certified public accountant located in Lake Orion, Michigan, with over a decade of experience serving various business structures and entrepreneurs. Her expertise extends to providing individual and business tax return preparation, as well as sales tax compliance services, ensuring clients meet their tax obligations. Kimberli specializes in basic accounting services and financial planning, helping businesses and individuals navigate financial complexities and make informed decisions.
TA
Timothy A. Hoover
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48359
Timothy A. Hoover is a certified public accountant based in Lake Orion, Michigan, with over 15 years of experience in financial services. He provides bookkeeping and financial statement compilation services to individuals and families, as well as various business structures, including S-corps, partnerships, and LLCs. With a focus on small business accounting and individual tax services, Hoover offers expertise in retirement account tax reporting, ensuring clients' financial documents are accurate and compliant.
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David W. Swatosh
Certified Public Accountant
Verified Licensed
Location Lake Orion, Michigan 48360
Based in Lake Orion, Michigan, David W. Swatosh is a certified public accountant with over 20 years of experience. His professional background encompasses general accounting and advisory services, as well as individual and business tax return preparation. Specializing in basic accounting services, small business accounting, and individual tax services, Swatosh provides expert guidance to small and medium-sized businesses, entrepreneurs, and startups. Through his work, Swatosh has developed a unique approach to tax planning, focusing on minimizing long-term tax liabilities and maximizing financial efficiency.

Michigan's evolving CPA market serves a state transitioning from traditional manufacturing to diversified technology and services economy. The Michigan Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 2 hours of ethics and minimum technical requirements.

Key Tax Considerations: Michigan has a flat 4.25% individual income tax and a 6% corporate income tax. CPAs commonly handle state income tax compliance, sales and use tax, personal property tax (recently reformed but still complex), and Michigan Business Tax successor provisions. The automotive industry creates specialized needs for supplier contracts, warranty reserves, and cost accounting. Cross-border issues with Ohio and Indiana are common for businesses and residents.

Industry Specializations: Automotive manufacturing and supply chain, technology and software (especially in Ann Arbor and Grand Rapids), healthcare systems, agriculture, tourism and hospitality, logistics, and emerging industries like electric vehicles and battery technology are key practice areas. CPAs often specialize in automotive cost accounting, manufacturing footprint optimization, or serving the growing tech startup community.

For CPA Professionals: The Michigan Association of CPAs serves practitioners statewide. Detroit metro offers the largest market with automotive focus, while Ann Arbor emphasizes technology and university-related services, and Grand Rapids provides regional headquarters opportunities. The state faces population challenges but offers affordable cost of living and growing opportunities in emerging industries. Economic transformation creates needs for restructuring advisory and helping traditional businesses adapt to changing markets.