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Portage
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Portage
Showing 41 to 50 of 87 CPAs in Portage, Michigan
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Susan M. Valentine
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49024
A certified public accountant based in Portage, Michigan, Susan M. Valentine provides financial expertise to entrepreneurs and startups, as well as small and medium-sized businesses. With over 15 years of experience, she specializes in basic accounting services, financial planning, and small business accounting, offering tailored solutions to meet each client's unique needs. Valentine's services include bookkeeping, financial statement compilation, and payroll processing and compliance, helping businesses maintain accurate records and stay compliant with regulations. Her expertise spans a range of industries, with a focus on guiding small businesses through financial planning and budgeting.
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III J. Lotz
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49024
III J. Lotz, a certified public accountant in Portage, Michigan, has been providing accounting services for over 20 years. The firm's expertise includes Payroll Processing & Compliance, Retirement Account Tax Reporting, and tax planning for Small and Medium-Sized Businesses, as well as various business structures such as S-Corps, Partnerships, and LLCs. With specializations in Basic Accounting Services, Financial Planning, and Individual Tax Services, III J. Lotz helps clients navigate complex tax laws and regulations.
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Jeffrey S. Cole
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49024
Located in Portage, Michigan, Jeffrey S. Cole provides a range of accounting and advisory services to clients across various industries, including entrepreneurs and family-owned enterprises. With over 10 years of experience, he specializes in general accounting, financial planning, and individual tax services, helping businesses and individuals achieve their financial goals with accurate and timely financial reporting. His expertise includes preparing complex individual and business tax returns, ensuring compliance with relevant tax laws and regulations.
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Sandra K. Shively
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49002
Sandra K. Shively is a certified public accountant serving the Portage, Michigan area with over 15 years of experience. Her areas of specialization include basic accounting services, business tax services, and financial planning for individuals and families as well as various business structures such as S-Corps, partnerships, and LLCs. Shively provides a range of tax services, including retirement account tax reporting and payroll processing and compliance, to ensure her clients meet their tax obligations on time.
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Jeffrey S. Frizzell
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49024
Based in Portage, Michigan, Jeffrey S. Frizzell has provided accounting services to various business structures, including S-Corps, Partnerships, and LLCs, since 1995. His expertise encompasses basic accounting services, small business accounting, and tax compliance, with a focus on meeting the unique needs of entrepreneurs and startups. Frizzell's experience in payroll processing and sales tax compliance has allowed him to assist clients in maintaining regulatory compliance and navigating complex financial regulations.
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Carole L. Mcnees
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49002
Carole L. Mcnees is a certified public accountant with over 25 years of experience serving entrepreneurs and startups in Portage, Michigan. Her expertise in basic accounting services, business tax services, and individual tax services has helped numerous clients navigate complex tax laws and regulations. Notably, Carole also represents clients before the IRS, providing peace of mind for those facing tax audits or collections. Her practice includes sales tax compliance, ensuring businesses remain compliant with state and local regulations.
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Kevin D. Locke
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49024
Kevin D. Locke is a certified public accountant based in Portage, Michigan, with over 20 years of experience providing financial guidance to individuals and businesses. His areas of specialization include basic accounting services, individual tax services, and business tax services, and he offers tax planning and consulting expertise. Locke is well-versed in serving the tax needs of individuals and families, as well as small and medium-sized businesses, with particular attention to retirement account tax reporting requirements.
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Kristen M. Bare
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49024
Kristen M. Bare is a certified public accountant based in Portage, Michigan, with over 15 years of experience in providing accounting services to various clients. She specializes in assisting entrepreneurs and startups, as well as small and medium-sized businesses, with their accounting needs, including basic accounting services and individual tax services. Bare's tax preparation services encompass both individual and business tax returns, as well as sales tax compliance, helping clients navigate financial complexities and meet regulatory requirements.
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Patrick F. Gray
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49024
Based in Portage, Michigan, Patrick F. Gray is a certified public accountant (CPA) with extensive experience serving various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. With over a decade of experience in the field, Gray specializes in providing basic accounting services, tax compliance, and business tax services to businesses across various sectors. His services include sales tax compliance and general accounting and advisory work, ensuring his clients meet all necessary financial regulations and standards.
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Jordan L. Triezenberg
Certified Public Accountant
Verified Licensed
Location Portage, Michigan 49024
Jordan L. Triezenberg is a certified public accountant based in Portage, Michigan, with over 15 years of experience in providing accounting services to small and medium-sized businesses. His expertise includes financial planning, business tax services, and basic accounting services, making him a valuable resource for entrepreneurs and business owners navigating complex financial issues. Triezenberg also specializes in supporting various business structures, including S-Corps, partnerships, and LLCs, and is well-versed in payroll processing and compliance, ensuring his clients stay up-to-date with tax regulations and industry standards.

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.