Business Details
46 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Livonia, MI
Numerico has been dedicated to providing personalized accounting and financial services since 1980. Our team of certified professionals combines decades of experience with a client-centric approach, offering tailored solutions for individuals and small businesses. We specialize in tax preparation, estate planning, and financial strategy, ensuring clients receive accurate, compliant, and forward-thinking advice. Our commitment to building long-term relationships allows us to deeply understand client needs and deliver actionable insights.With expertise in multi-state tax compliance and industries like construction, healthcare, and real estate, we serve as trusted advisors. Our focus on education empowers clients to make informed decisions, while our dedication to continuous improvement ensures we adapt to evolving financial landscapes. Headquartered in Livonia, Michigan, we serve local communities and clients nationwide, prioritizing transparency, responsiveness, and ethical standards in every interaction.
Services
Tax Preparation
Estate Planning
Financial Planning
Bookkeeping
Tax Relief
Charitable Donations
QuickBooks Support
Succession Planning
Multi-State Compliance
Retirement Planning
Details
- Year established: 1980
Highlights and features
- We offer over 40 years of experience in accounting and tax services since 1980
- Our team provides personalized financial strategies tailored to individual client needs
- We specialize in multi-state tax compliance for businesses operating across jurisdictions
- Our services integrate comprehensive estate planning and elder care financial guidance
- We combine technical expertise with proactive tax minimization strategies for small businesses
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filing for individuals and businesses. We specialize in optimizing deductions while maintaining full regulatory compliance. Our experienced CPAs analyze each client's unique situation to maximize refunds and minimize liabilities through strategic planning.
Estate Planning
We create comprehensive estate plans to ensure proper asset distribution and tax efficiency. Our services include wills, trusts, guardianship planning, and elder care financial strategies. We help clients minimize estate taxes while protecting their legacy for future generations.
Financial Planning
Our financial planning covers short and long-term goals, retirement strategies, and investment optimization. We develop personalized roadmaps for individuals and businesses, focusing on sustainable growth and tax-efficient wealth accumulation through ongoing advisory services.
Bookkeeping
We provide accurate bookkeeping and accounting services for small businesses, including monthly reconciliations and financial reporting. Our systems ensure organized records for tax preparation and business decision-making, with options for QuickBooks integration and training.
Tax Relief
Our tax relief services address past-due IRS obligations through installment agreements and penalty abatement. We negotiate with tax authorities to create manageable payment plans while ensuring compliance with current tax requirements for individuals and businesses.
People
Jay Kossen
President & Lead Certified Public Accountant
With over 20 years of experience, Jay leads our CPA team since 2015. Former IRS employee offering expertise in multi-state taxation and business consulting, specializing in strategic financial solutions.
Ashley Jackson
Accountant
Certified public accountant with 8 years of experience, specializing in S Corporation tax returns and financial analysis. Graduated from University of Michigan-Dearborn with Masters in Accounting in 2015.
Rebecca Sitler
Accountant
7-year accounting professional specializing in trusts and estates. Holds CPA designation and Master of Science in Taxation from Eastern Michigan University, focusing on estate planning solutions.
Gary Field
Founder
Established Numerico in 1980 after becoming CPA in 1974. Former Price Waterhouse accountant who built the firm's foundation on personalized service and client-centric financial guidance.
Questions
What accounting services does Numericoco offer for small businesses?
We provide bookkeeping, tax compliance, multi-state tax planning, succession planning, and strategic financial advisory services tailored to small businesses.
Do you offer personal tax preparation and planning services?
Yes, we specialize in personal tax preparation, estate planning, retirement planning, and tax minimization strategies for individuals.
Can Numericoco help with multi-state tax compliance?
Our team has extensive experience handling multi-state tax requirements and compliance for businesses operating across jurisdictions.
What estate planning services are available?
We offer comprehensive estate planning including wills, trusts, guardianship planning, and tax-efficient wealth transfer strategies.
Do you provide QuickBooks support for businesses?
Yes, we offer QuickBooks setup, training, and ongoing support to help businesses manage their accounting efficiently.
How does Numericoco approach client relationships?
We prioritize long-term relationships through personalized service, proactive communication, and tailored financial solutions for each client.
