Steinert & Associates

At Steinert & Associates, we are a team of dedicated Certified Public Accountants (CPAs) committed to providing comprehensive financial and tax solutions tailored to the unique needs of our clients in Southeast Michigan. With over two decades of collective experience, we bring a wealth of knowledge and expertise to every engagement, ensuring our clients receive personalized attention and guidance throughout their financial journey.

Our Commitment to Excellence

We pride ourselves on building lasting relationships with our clients, acting as trusted advisors and partners in their success. We understand that each business and individual has specific financial goals and challenges. Our approach is built on a foundation of clear communication, transparency, and a genuine desire to help our clients achieve their aspirations. Whether you require assistance with complex financial statements, intricate tax planning, or navigating the intricacies of business succession planning, our team is equipped to provide the expertise and support you need.

A Comprehensive Suite of Services

Steinert & Associates offers a wide array of services designed to address the multifaceted financial needs of our clients:

• Consulting Services: Our experienced consultants provide strategic guidance on a variety of financial matters, helping you make informed decisions and optimize your financial performance.

• Accounting Software Selection and Implementation: We assist in choosing the right accounting software for your business and seamlessly implement it to streamline your financial processes.
• Tax Services: From individual income tax preparation to complex corporate tax planning, we provide expert tax advice and representation to ensure you comply with all relevant tax laws and minimize your tax liability.
• Business Succession Planning: We help you develop a comprehensive plan to ensure a smooth transition of your business ownership, protecting your legacy and maximizing its value.
• Buying and Selling a Business: Our team provides guidance and support throughout the entire process of acquiring or selling a business, including due diligence, valuations, and transaction structuring.

• Financial Planning: We assist individuals and families in creating a personalized financial plan tailored to their unique goals, including retirement planning, investment strategies, and estate planning.

• Management Advisory Services: Our consultants provide valuable insights and recommendations to improve operational efficiency, enhance financial controls, and drive business growth.
• Pension and Profit Sharing Plans: We help businesses establish and administer pension and profit sharing plans, maximizing their benefits for both employees and the company.
• Mergers and Acquisitions: We provide expertise in navigating the complexities of mergers and acquisitions, ensuring a successful integration and value creation.
• Start-up Business and New Entity Selection: We guide entrepreneurs through the process of launching a new business, including entity formation, tax considerations, and operational setup.
• Estates and Trusts: We provide assistance with estate planning, trust administration, and probate matters, helping families manage their assets efficiently and ethically.

• Bookkeeping/Record Keeping: We offer accurate and efficient bookkeeping services to keep your financial records organized and up-to-date.

• Audits, Reviews, and Compilations: We conduct thorough audits, reviews, and compilations of financial statements, providing assurance to stakeholders and facilitating informed decision-making.
• Tax Planning and Preparation: We develop customized tax plans and prepare accurate and timely tax returns to minimize your tax burden and ensure compliance with all relevant regulations.
• Payroll Processing: We handle all aspects of payroll processing, ensuring accurate and timely payment of wages and taxes, while minimizing administrative burdens for our clients.

Benefits of Partnering with Steinert & Associates

When you choose Steinert & Associates, you can expect:

• Timely, Accurate, and Professional Results: We are dedicated to delivering exceptional results that meet your specific needs and exceed your expectations.

• Clear Understanding of Your Business/Industry: We take the time to fully understand your unique business environment and challenges.

• Quick Response to Your Questions and Concerns: We value your time and are committed to providing prompt and effective solutions to your inquiries.
• Practical Solutions for Growth and Wealth Preservation: We develop innovative strategies to help you achieve your financial goals and protect your hard-earned assets.
• Face-to-Face Planning and Strategy Meetings: We believe in building strong relationships through direct communication and collaboration.
• Up-to-Date Tax Law Information: We stay abreast of the latest tax changes and regulations to ensure you receive the most current and beneficial advice.

Industries Served

Our expertise spans a diverse range of industries, including:

• Contractors/Construction

• Retail/Wholesale
• Professional Service

• Not-for-Profit
• Manufacturing

• Personal Service
• Franchisor/Franchisee

• Retail Automotive

• Restaurant

No matter the nature of your business or the complexity of your financial needs, Steinert & Associates is here to provide you with the guidance and support you need to succeed.

Meet Our Team

Jay Steinert, CPA, CGMA

Jay Steinert is a passionate advocate for his clients, possessing over three decades of experience in accounting, taxation, and advising various clients across multiple industries. As a Certified Public Accountant and a Chartered Global Management Accountant, he brings a wealth of knowledge and expertise to the firm.

Jasen G. Steinert, CPA, CGMA

With over 30 years of experience, Jasen Steinert is the Principal of Steinert & Associates. He specializes in accounting and taxation, with a particular focus on multi-state compliance. His extensive experience working with contractors, builders, and service-based clients allows him to provide insightful and tailored solutions. He holds a Bachelor of Business Administration from Sienna Heights College and is a dedicated member of both the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accountants (MICPA).

At Steinert & Associates, we are more than just accountants; we are dedicated partners committed to your financial success. Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.