Business Details
31 Years
experience
Trusted Accounting & Tax Services in Kalamazoo, MI
Founded in 1995, James & Springgate specializes in accounting, tax, and business consulting services. Our team leverages over 85 years of combined public accounting experience to deliver strategic financial planning and advisory solutions. We prioritize proactive problem-solving and maintain a client-focused approach, emphasizing long-term partnerships over transactional relationships. Our services include individual and business tax planning, estate and retirement strategies, and comprehensive business consulting. We hold certifications such as Certified Public Accountant (CPA) and Certified Financial Planner (CFP), ensuring adherence to professional excellence.Our firm collaborates with other professionals to provide holistic financial solutions, valuing specialization over generalization. We are committed to integrity, client education, and community engagement through board memberships and local initiatives. With offices in Michigan, we serve individuals, businesses, trusts, and independent professionals across diverse industries.
Services
Tax Planning
Business Consulting
Accounting Services
Estate Planning
Retirement Planning
Financial Audits
Payroll Processing
IRS Representation
QuickBooks Training
Wealth Management
Details
- Year established: 1995
Highlights and features
- We have over 85 years of combined public accounting experience.
- Our team consists of certified experts with extensive industry knowledge.
- We integrate traditional accounting with strategic business planning.
- Our firm actively contributes to community development initiatives.
- We collaborate with multidisciplinary professionals for comprehensive solutions.
Services
Tax Planning
We offer comprehensive tax planning and compliance solutions for individuals and businesses. Our approach combines deep expertise in federal and state tax codes with strategic foresight to minimize liabilities. Our certified professionals stay updated on evolving regulations to ensure optimal tax outcomes.
Business Consulting
Our consulting services focus on growing companies' financial health. We provide cash flow analysis, internal control reviews, and succession planning. Our team collaborates with business owners to develop data-driven strategies that enhance operational efficiency and long-term sustainability.
Estate Planning
We specialize in creating personalized estate plans that protect assets and facilitate smooth wealth transfer. Our services include trust structuring, gift tax planning, and probate avoidance strategies. We coordinate with legal professionals to ensure comprehensive estate solutions.
Retirement Planning
Our retirement planning services cover investment strategy, income projections, and tax-efficient withdrawal plans. We use personalized analytics to help clients achieve financial independence. Certified professionals ensure alignment with changing market conditions and retirement goals.
Accounting Services
We provide full-cycle accounting services including payroll processing, financial statement preparation, and software implementation. Our team ensures accurate financial reporting through GAAP-compliant practices. We support businesses with monthly, quarterly, and annual accounting needs.
People
Amy L. Taylor
Member
CPA with over 20 years experience specializing in tax services for individuals, businesses, and nonprofits. Holds BBA and MST degrees from Western Michigan University and Grand Valley State University.
Lisa Anspaugh
Member
30+ years public accounting experience including bank industry expertise. Certified Public Accountant focused on small-to-medium business consulting and financial projections.
Nancy Springgate
Founder
40+ years experience with Deloitte and Ernst & Young. Certified CFP and Personal Financial Planner with expertise in individual financial planning and business consulting.
Mindy Allwardt
CPA
Over 30 years public accounting experience including 15 years as firm owner. Specializes in tax services and QuickBooks consulting for businesses and nonprofit organizations.
Susan Chrisman
CPA
25+ years experience with expertise in business consulting and tax planning. Master's degrees in accountancy and finance from Western Michigan University.
Questions
What services does James & Springgate offer?
We provide accounting, tax planning, estate planning, retirement consulting, and business advisory services for individuals and businesses.
How long has your firm been in operation?
Our firm was founded in 1995, with team members holding over 85 combined years of public accounting experience.
What sets your accounting firm apart from competitors?
We combine traditional accounting with strategic financial planning, emphasizing long-term client partnerships over transactional relationships.
How do you collaborate with other professionals?
We maintain a network of specialists to provide comprehensive solutions, working alongside attorneys and financial planners for holistic client service.
What certifications does your team hold?
Our professionals hold CPA, CFP, and Personal Financial Planner certifications with active memberships in accounting associations.
Which areas do you serve?
We primarily serve Kalamazoo, Portage, Schoolcraft, Gull Lake, and Parchment with Michigan-based accounting expertise.
