Business Details
Your Trusted Accounting Partner in Grand Rapids, MI
Beenen CPA is a locally-owned accounting firm dedicated to providing personalized financial solutions for individuals, businesses, and non-profit organizations in Grand Rapids, MI. With over two decades of experience, our team combines technical expertise with a commitment to client service, ensuring each client receives tailored attention. We specialize in tax planning, financial and retirement planning, estate and trust management, and non-profit tax compliance, including niche expertise in serving all-breed and specialty dog clubs.Our mission is to deliver prompt, professional service while proactively addressing clients' evolving financial needs. As a certified QuickBooks ProAdvisor, we offer specialized support for accounting software, and our ballot tabulation services provide impartial assistance for organizational voting processes. Our team's deep understanding of tax regulations and community involvement ensures accurate, reliable guidance that aligns with both legal requirements and client goals.
Services
Tax Management
Financial Planning
Estate Planning
Non-Profit Services
Ballot Tabulation
QuickBooks Support
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team provides personalized attention to each client.
- Specialized expertise in non-profit tax returns for dog clubs.
- Certified QuickBooks ProAdvisor for accounting software support.
- Commitment to community service and local non-profits.
Associations and certifications
- Certified Financial Planner (CFP)
- QuickBooks ProAdvisor
Services
Tax Management
Our tax management services optimize financial strategies to minimize liabilities while ensuring compliance. We provide comprehensive planning, preparation, and analysis for individuals and businesses, leveraging current tax laws to maximize savings and long-term financial health.
Estate Planning
Estate planning ensures smooth asset distribution and tax efficiency. We help clients create tailored strategies to protect legacies, reduce beneficiary tax burdens, and meet legal requirements for wills, trusts, and succession plans.
Non-Profit Services
We specialize in non-profit tax compliance, including IRS code selection, tax exemption applications, and annual reporting. Our expertise ensures organizations maintain compliance while focusing on their mission-driven goals and community impact.
QuickBooks Support
As a certified QuickBooks ProAdvisor, we offer expert setup, training, and troubleshooting for businesses using QuickBooks Desktop or Online. Our support streamlines financial processes and improves accounting accuracy for small to mid-sized enterprises.
Ballot Tabulation
Our impartial ballot tabulation service provides secure vote counting for dog clubs and organizations. We ensure accuracy and neutrality in elections, rule changes, and other critical decisions requiring trusted third-party oversight.
People
Linda C Beenen
CPA, CFP, MST
Linda has over 25 years of accounting and tax experience, including roles at CPA firms and board positions with dog clubs. She earned her Masters in Taxation in 2002 and became a Certified Financial Planner in 2005.
Questions
What accounting services does Beenen CPA offer?
We provide tax planning, financial and retirement planning, estate/trust services, non-profit tax returns, ballot tabulation, and QuickBooks support for individuals and businesses.
Do you specialize in non-profit tax services for dog clubs?
Yes, we have specialized expertise in preparing non-profit tax returns for all-breed and specialty dog clubs, including IRS code compliance and filing accuracy.
What is your ballot tabulation service?
We offer impartial ballot tabulation for dog clubs needing secure vote counting for elections, rule changes, or other critical decisions requiring neutrality.
Are you certified in accounting software support?
Yes, we are a certified QuickBooks ProAdvisor, providing expert setup, training, and troubleshooting for QuickBooks Desktop and Online.
How do you handle complex tax situations?
Our team specializes in navigating complex tax laws, offering IRS correspondence support, audit representation, and strategic tax resolution services.
What areas do you serve?
We primarily serve Grand Rapids, MI, and surrounding areas, with remote support available for clients nationwide.