Business Details
33 Years
experience
Your Trusted Accounting Partner in Livonia, MI
Established in 1993, Kopmeyer & Talty has grown from a local Livonia practice to a nationally recognized accounting firm serving businesses and individuals. Our foundation in traditional tax and accounting services is strengthened by progressive management consulting and technology integration, offering customized solutions for diverse client needs. With decades of combined experience, our team prioritizes professionalism, responsiveness, and quality in every client interaction. We specialize in bridging financial planning with strategic business advisory, ensuring clients receive accurate, timely information to make critical decisions.Our commitment to community values, reflected in our local leadership roles and client-centric approach, distinguishes us in the accounting field. Through continuous adaptation to evolving tax laws and technology trends, we empower clients to maximize profitability, ensure compliance, and achieve long-term financial success.
Services
Tax Preparation
Financial Planning
IRS Audit Representation
QuickBooks Support
Estate Planning
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of experience in accounting and financial services.
- Our team includes CPAs and Enrolled Agents with specialized tax expertise.
- We integrate technology to streamline accounting processes for businesses.
- Our client-centric approach prioritizes personalized financial strategies.
- Active community involvement ensures deep understanding of local business needs.
Associations and certifications
- Certified Public Accountants (MI)
Services
Tax Preparation
We prepare individual and business tax returns while ensuring compliance with evolving federal and state regulations. Our team identifies all eligible deductions and credits to minimize tax liability. With expertise in complex returns, audits, and tax relief strategies, we provide accurate filings tailored to your financial situation.
Financial Planning
Our financial planning services create customized roadmaps for retirement, estate preservation, and wealth transfer. We analyze cash flow, investment strategies, and tax implications to build sustainable financial security. Regular reviews ensure plans adapt to changing life circumstances and market conditions.
IRS Audit Representation
We represent clients during IRS audits, handling all communications and documentation. Our experts minimize liability by ensuring proper tax code application and negotiating resolutions when needed. Proactive strategies help prevent future audit risks for individuals and businesses.
QuickBooks Support
We provide QuickBooks setup, training, and troubleshooting for businesses transitioning to digital accounting. Our support optimizes software use for cash flow management, reporting, and tax preparation. Customized solutions ensure efficient financial operations for small to mid-sized companies.
Estate Planning
We develop estate plans to protect assets and ensure smooth wealth transfer through trusts, wills, and tax-efficient strategies. Services include gift tax planning, business succession, and trust administration. Regular reviews adapt plans to legal changes and family circumstances.
People
Marty Talty
Founder
With over 30 years in public accounting, Marty specializes in business advisory and tax strategy. He focuses on technology integration and community engagement through local boards and the Livonia Rotary Club.
Sharon Beam
CPA
Sharon provides tax and QuickBooks expertise for businesses and individuals. A licensed CPA, she emphasizes detail-oriented analysis and client education while balancing work with outdoor trail activities.
Tim Talty
Accounting Professional
Tim offers comprehensive accounting services and technology solutions for efficiency. With prior experience at PwC and Ryder Logistics, he combines corporate expertise with personalized client support in business and tax matters.
Robyn Treworgy
CPA
Robyn specializes in tax resolution and IRS representation. As an Army veteran and licensed CPA, she focuses on minimizing tax costs while balancing client needs with regulatory compliance requirements.
Thomas Donovan
Accounting Specialist
Thomas combines public accounting experience with small business ownership insights. His expertise spans business advisory, tax strategy, and sports officiating, serving clients with practical financial solutions.
Questions
What services do you offer for small businesses?
We provide accounting, tax preparation, cash flow management, business valuation, and IRS audit representation tailored to small business needs.
How can you help with tax audit situations?
Our team handles all IRS communications, minimizes liability, and negotiates resolutions while implementing strategies to prevent future audit risks.
Do you offer financial planning for retirement?
Yes, we create customized retirement plans considering Social Security optimization, investment strategies, and tax-efficient withdrawal approaches.
What QuickBooks support options exist?
We offer software setup, training, troubleshooting, and integration with tax planning to optimize financial management for growing businesses.
How does estate planning work?
We develop comprehensive plans using trusts, wills, and tax strategies to protect assets and ensure smooth wealth transfer according to your wishes.
