Business Details
34 Years
experience
Your Trusted Partner for Accounting & Advisory Solutions
Since 1992, we have been committed to delivering expert accounting guidance and tailored financial solutions to clients across Kalamazoo and West Michigan. Our firm specializes in tax, audit, and advisory services, supporting businesses and individuals through every stage of their financial journey. With decades of combined experience, our team of certified professionals prioritizes personalized advice, proactive strategies, and tax minimization to help clients achieve long-term success. We serve a diverse clientele, from small family-owned businesses to multi-state operations, ensuring clarity and confidence in complex financial landscapes. Our services span corporate and individual taxation, estate planning, business valuations, employee benefit plan audits, and strategic advisory, all grounded in a commitment to exceeding client expectations.Through peer-reviewed assurance services and advanced accounting tools, we provide actionable insights tailored to each client's unique risks and goals. Our approach combines technical expertise with compassionate service, particularly in trust and estate administration, where we collaborate closely with families and legal advisors. We emphasize transparency, ethical standards, and continuous client education, offering accessible support through our secure client portal for document sharing and tax return access. By focusing on both compliance and strategic growth, we aim to be a trusted partner in fostering financial success for our clients, community, and team members.
Services
Tax Assurance
Business Advisory
Trust & Estate Services
Employee Benefit Plans
Business Valuation
QuickBooks Support
State & Local Tax
Audit Services
Estate Planning
Payroll Reporting
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of experience in accounting and tax advisory services.
- Our team provides personalized, proactive financial strategies tailored to client needs.
- We specialize in complex areas including multi-state taxation and employee benefit plan audits.
- Our peer-reviewed assurance services ensure rigorous quality and compliance standards.
- We combine technical expertise with compassionate, client-centric service in estate planning.
Associations and certifications
- Peer Review
Services
Tax Assurance
Our Tax Assurance services provide comprehensive compliance and strategic planning for businesses and individuals. We specialize in federal, state, and local tax preparation, multi-state taxation, and tax minimization strategies. With expertise in corporate, partnership, and individual taxation, we help clients navigate complex regulations while optimizing financial outcomes through proactive planning and audit support.
Business Advisory
Our Business Advisory services focus on strategic growth and operational efficiency. We assist with entity selection, cash flow projections, succession planning, and mergers & acquisitions. By combining financial analysis with industry-specific insights, we help businesses develop actionable plans for long-term success, emphasizing tax credits, internal controls, and risk management tailored to each client's unique needs.
Trust & Estate Services
We offer specialized Trust & Estate Services including tax planning, fiduciary return preparation, and business succession strategies. Our team collaborates with families and legal advisors to ensure seamless estate administration, focusing on income tax planning for beneficiaries and compliance with estate tax regulations. Compassionate, detail-oriented support ensures clients' legacies are preserved according to their wishes.
Employee Benefit Plans
Our Employee Benefit Plans services include audit preparation, Form 5500 filing, and internal control enhancement for 401(k), pension, and health & welfare plans. We help businesses navigate compliance requirements while optimizing retirement and benefit structures, ensuring adherence to regulatory standards and minimizing risks through proactive consulting and self-correction program assistance.
Business Valuation
Business Valuation services provide accurate assessments for mergers, acquisitions, and succession planning. We employ rigorous methodologies to determine company worth, supporting strategic decisions and financial reporting. Our valuations meet industry standards for litigation support, tax purposes, and transaction advisory, ensuring clients receive reliable insights for informed business moves.
People
Josh Howells
Partner
Josh Howells, CPA and Certified Valuation Analyst, leads strategic client engagements with over 20 years of experience in accounting and business advisory. He specializes in mergers & acquisitions, business valuations, and tax planning, focusing on delivering growth-oriented solutions for closely held businesses.
Ann Kish
Partner
Ann Kish, Enrolled Agent, provides expert tax compliance and advisory services. With deep expertise in federal and state tax matters, she helps individuals and businesses navigate complex regulations, emphasizing proactive planning and client education to optimize financial outcomes.
Christopher Schinker
Partner
Christopher Schinker, CPA, specializes in audit and assurance services for diverse industries. His focus on financial statement accuracy and risk management helps clients maintain compliance while achieving operational efficiency through tailored accounting solutions.
Traci Bienz
Senior Manager
Traci Bienz, CPA, oversees audit engagements and client advisory services. With extensive experience in financial reporting and regulatory compliance, she ensures high-quality deliverables while supporting clients in strategic decision-making and long-term financial planning.
Jaime Wilfong
Partner
Jaime Wilfong, CPA and Certified Fraud Examiner, specializes in forensic accounting and internal control assessments. She helps businesses prevent and detect financial discrepancies, providing expert analysis and advisory services to safeguard organizational assets and enhance transparency.
Questions
What accounting services does BKC offer?
BKC provides tax assurance, audit services, business advisory, trust & estate planning, employee benefit plan audits, business valuations, and QuickBooks support for businesses and individuals.
Do you serve clients outside Kalamazoo?
Yes, we serve clients throughout West Michigan and support multi-state operations with specialized tax and advisory services.
How can I access my tax returns?
You can access past and current tax returns through our secure client portal, which also allows encrypted document sharing with your accountant.
What is your experience with business succession planning?
Our team has decades of experience in business succession planning, offering tailored strategies for ownership transitions, valuations, and estate tax compliance.
Do you offer audit preparation assistance?
Yes, we provide audit preparation, internal control reviews, and employee benefit plan audit services to ensure regulatory compliance and minimize risks.
