Business Details
31 Years
experience
Your Trusted Accounting Partner in Saint Clair Shores
Jerry Treppa & Associates has been delivering personalized financial guidance to individuals and businesses in southeastern Michigan for over 30 years. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning, positioning us as a leading firm in the region. We combine seasoned professionals with a team-oriented approach to ensure every client receives meticulous analysis and tailored attention. Our commitment to high standards, continuous professional development, and responsive service has earned us enduring client relationships and respect within the financial community.We prioritize open communication to understand client needs, applying research-driven insights to maintain financial viability in the present while proactively addressing future goals. Professionalism, responsiveness, and quality underpin our operations, supported by advanced technologies and adherence to evolving tax regulations. Whether you are an individual seeking retirement planning or a business requiring forensic accounting, our firm provides competent, timely advice to help you achieve financial independence and business success.
Services
Tax Preparation
Financial Planning
Forensic Accounting
Cryptocurrency Accounting
QuickBooks Services
Estate Planning
Payroll Services
IRS Audit Representation
Business Valuation
Retirement Planning
Details
- Year established: 1995
Highlights and features
- We offer over 30 years of experience in accounting and financial planning.
- Our team provides personalized service tailored to individual and business needs.
- We specialize in complex areas like forensic accounting and cryptocurrency taxation.
- Our local expertise serves southeastern Michigan's unique financial landscape.
- We prioritize proactive strategies to ensure long-term client success.
What people say
Expert tax advice
Personalized financial planning
Reliable and trustworthy
Decades of experience
Proactive solutions
Services
Tax Preparation
We prepare and file individual and business tax returns, ensuring compliance with federal, state, and local regulations. Our team identifies deductions and credits to minimize liabilities while avoiding penalties. Clients receive strategic planning to optimize tax outcomes year-round.
Financial Planning
Our financial planning services focus on retirement, estate, and investment strategies tailored to client goals. We analyze risk tolerance, budgeting, and tax implications to create actionable roadmaps for long-term financial independence and intergenerational wealth transfer.
Forensic Accounting
We conduct detailed financial investigations to uncover fraud, embezzlement, or asset mismanagement. Our services include evidence collection, litigation support, and system improvements to prevent future financial irregularities for businesses and individuals.
Cryptocurrency Accounting
We handle tax reporting for Bitcoin, Ethereum, and other cryptocurrencies, ensuring compliance with IRS guidelines. Services include transaction tracking, capital gains analysis, and international reporting for investors and businesses using digital assets.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting to streamline business accounting. Our experts optimize software use for accurate financial tracking, payroll processing, and real-time reporting tailored to small and mid-sized enterprises.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, tax planning, and outsourced CFO services tailored to small businesses.
Do you handle cryptocurrency tax reporting?
Yes, we specialize in cryptocurrency accounting, including tax compliance, transaction reporting, and international regulations.
Can you assist with IRS audit representation?
Yes, we offer IRS audit defense, tax relief, and representation for individuals and businesses facing tax disputes.
What financial planning services are available for individuals?
We offer retirement planning, estate management, investment strategy reviews, and Roth IRA conversion guidance.
Do you provide forensic accounting services?
Yes, we investigate fraud, embezzlement, and financial discrepancies with detailed analysis and reporting.
How can I schedule a consultation?
Contact us via phone at (586) 777-8336 or use our online form to request a consultation.
