Our Services
We help our clients with a variety of services including tax preparation for individuals and businesses, assurance, bookkeeping, and more.
Individual Tax Preparation (1040)
At Grad & Shoemaker our goal is to understand each client’s unique tax situation and to provide the appropriate tax services to match the client’s needs. We strive to provide the highest quality tax preparation and consultation services. To ensure that all of our clients are provided a great experience, we do the following:
- Our CPAs and tax professionals are required to stay current on all tax law changes
- Unlike many tax preparation firms, once a client’s return has been completed by the original tax preparer, the return is then reviewed in detail by a second accountant
- We utilize a client portal on our website for security purposes and for ease of client information sharing.
- We offer zoom, phone call or in-person tax meetings if necessary.
- Expanded weekday and Saturday office hours during tax season
- In addition to tax preparation, we offer tax planning and consultation services to help our clients maximize their tax benefits and avoid future tax issues
Business Tax Preparation and Business Consultation
Our firm services local, regional, and national companies from various industries. Grad & Shoemaker provides the technical expertise of a large CPA firm, combined with the personal attention and service expected of a small CPA firm. We provide tax services to clients that prefer to do their own bookkeeping/accounting. We also provide combined bookkeeping and tax services to clients that are looking for both. Our goal is to not only prepare taxes and take advantage of all tax credits and deductions that our clients are entitled to, but to also be a valued tax planning and business advisor.
As your business advisor, we are also available for consultation to help guide your firm to its highest potential. Our goal is not only to provide great compliance and planning services for your business, but to be the advisor you call when challenges or opportunities arise.
Accounting/ Bookkeeping Services/ Financial Statements
Grad & Shoemaker can help your small to medium sized company with its bookkeeping and accounting needs. Our friendly accounting professionals are well-versed in many accounting programs and industries, which allows them to seamlessly work with your team to be thorough and efficient. We have most likely provided accounting and bookkeeping services to companies in your industry, so please call us to speak with one of our professionals!
We provide the following bookkeeping and accounting services:
- Off-site or on-site accounting support, including QuickBooks Online, QuickBooks Desktop, and Sage, among others
- Monthly, quarterly, or annual period-end close accounting
- Full-service bookkeeping and accounting
We provide the following Financial Statement Preparation:
- Compiled Financial Statements
- Financial Statement Preparation Engagements
- Special purposes Attest Engagements, including Michigan Pre-Need Funeral Work
Let our organized and professional accountants help you with your accounting needs, so your team can focus on building your company.
Estate, Trusts and Gifts Tax Preparation
The death of a loved one can be a difficult time to try and navigate trust taxes. Let us take that burden from you. We specialize in trust and decedent estate tax planning and tax preparation of form 1041. Please contact us as soon as possible to start the trust tax planning for best results.
