Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions
Founded in 1937, Cooley Hehl Wohlgamuth-Carlton has built a legacy of delivering quality, reliable, and personalized financial guidance to individuals and businesses. Our team of seasoned professionals brings over 100 years of combined public and private accounting experience, offering expertise in tax management, audits, financial planning, and more. We serve a diverse clientele, including corporations, partnerships, governmental agencies, and nonprofits, with a commitment to high standards, transparency, and ethical practices.Our dedication to continuous learning ensures compliance with evolving tax laws, while our client-centric approach fosters long-term relationships. As a trusted local firm, we prioritize understanding each client's unique needs to provide tailored solutions that drive financial success.
Services
Tax Management
Accounting Services
Audits
Estate Planning
Payroll Services
Financial Projections
IRS Representation
QuickBooks Assistance
Entity Selection
Cash Flow Analysis
Details
- Year established: 1937
Highlights and features
- We offer over 85 years of combined experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to your unique needs.
- We prioritize transparency, ethical practices, and client education.
- Our expertise spans audits, tax planning, and complex financial advisory services.
- We serve diverse industries, including nonprofits, corporations, and government entities.
Services
Tax Management Services
Our Tax Management Services guide clients through strategic tax planning and preparation, minimizing liabilities while maximizing cash flow. We stay updated on evolving tax laws to optimize opportunities for individuals and businesses. With meticulous analysis of receipts, bills, and notices, we ensure compliance and clarity, helping clients align tax strategies with long-term financial goals.
Accounting Services
We provide accurate record-keeping and financial reporting for startups and established businesses. Our services include system setup, cost-containment strategies, and investment advice. By maintaining precise accounting records, we empower clients to make informed decisions, improve profitability, and capitalize on growth opportunities while ensuring compliance with regulatory standards.
Audits
Our audit services offer the highest level of assurance through in-depth examination of account balances and transactions. We identify errors, validate data reliability, and ensure compliance with accounting standards. This service is critical for businesses seeking third-party credibility, regulatory compliance, or strategic financial improvements through verified insights.
Estate Planning
We specialize in estate and trust planning to ensure smooth asset transfer while minimizing tax burdens. Our strategies address complex tax laws, helping individuals and businesses avoid complications during succession. By aligning plans with clients' wishes, we secure financial legacies for beneficiaries and ensure seamless business ownership transitions.
QuickBooks Assistance
Our QuickBooks experts provide training, installation, setup, and support to optimize financial management. We help businesses leverage software features for efficient reporting, budgeting, and cash flow tracking. Regular reviews ensure accurate financial data, enabling informed decisions and streamlined operations for long-term success.
People
Bryan McIntyre
CPA
Bryan McIntyre, CPA, joined Cooley Hehl Wohlgamuth-Carlton in 2000 with prior experience at Bovitz & Co. and Robert Half International. He specializes in accounting and holds memberships in the AICPA and Michigan CPA Association. Active in community finance roles, he resides in Newport with his family.
Cindy Roberts-Raker
Staff Accountant
Cindy Roberts-Raker has served the firm since 1989, contributing expertise in accounting and community outreach. She resides in Monroe with her family and enjoys motorcycling, gardening, and family activities.
Spencer Brown
CPA
Spencer Brown, CPA, joined in 2020 after earning his degrees from Adrian College. He specializes in accounting and serves as a soccer coach. His focus areas include tax compliance and financial advisory services for local clients.
Questions
What accounting services does Calkins Hehl Rafko offer?
We provide tax management, audits, financial planning, payroll services, QuickBooks support, and estate planning tailored to individual and business needs.
How long has Calkins Hehl Rafko been in business?
Founded in 1937, we have over 85 years of experience serving clients in Monroe, MI, and surrounding areas.
Do you work with small businesses and nonprofits?
Yes, we serve diverse clients, including small businesses, corporations, partnerships, government agencies, and nonprofit organizations.
Can you assist with IRS representation?
Our team provides professional IRS representation to address audits, tax disputes, and compliance issues efficiently and confidently.
What sets your firm apart from others?
We combine decades of experience, personalized service, and a commitment to ethical practices to deliver tailored financial solutions that exceed expectations.
