Business Details
26 Years
experience
Certified Public Accountants in Flat Rock & Monroe MI
Steinert & Associates is a certified public accounting firm serving Southeast Michigan with over two decades of expertise in financial and taxation services. Our team combines personalized service with deep industry knowledge to address individual and business financial needs, emphasizing timely responses and practical solutions. We specialize in tax planning, audits, business succession strategies, and financial consulting, working closely with clients across diverse sectors including construction, retail, manufacturing, and nonprofit organizations.Our commitment to excellence is reflected in our adherence to professional standards, continuous education, and use of advanced technology. We prioritize client partnerships, offering face-to-face strategy sessions and tailored guidance to ensure long-term financial success. With offices in Flat Rock and Monroe, Michigan, we serve clients nationally and internationally, maintaining a focus on integrity, transparency, and client-centric service.
Services
Tax Planning
Audits & Reviews
Business Succession Planning
Payroll Processing
Estate & Trust Services
Financial Forecasts
Mergers & Acquisitions
Accounting Software Implementation
Cash Flow Analysis
Retirement Plan Consulting
Details
- Year established: 2000
Highlights and features
- We offer over 20 years of accounting and taxation expertise.
- Our team provides personalized, face-to-face financial strategy sessions.
- We specialize in multi-state tax compliance and business succession planning.
- Our services include audits, reviews, and GAAP-compliant financial reporting.
- We maintain advanced technological capabilities for efficient service delivery.
Associations and certifications
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial strategies through proactive preparation and compliance. We specialize in federal, state, and local tax returns for diverse entities including corporations, partnerships, estates, and trusts. Our team stays current with evolving tax laws to identify savings opportunities while ensuring accurate filings. With expertise in multi-state taxation and complex returns, we provide tailored solutions that align with clients' long-term financial goals and regulatory requirements.
Audits & Reviews
We conduct comprehensive audits and reviews to ensure financial transparency and regulatory compliance for businesses of all sizes. Our services include GAAP-compliant financial statement preparation, internal control assessments, and third-party assurance. We offer three levels of assurance - audits with full examination, limited-scope reviews, and compilation services for internal use. These processes help clients strengthen financial reporting accuracy, improve operational efficiency, and maintain stakeholder confidence through rigorous analysis and professional accounting standards.
Business Succession Planning
Our business succession planning services help owners transition their companies to new leadership while preserving value and operational continuity. We address complex tax implications, ownership transfer strategies, and management succession frameworks tailored to each client's unique circumstances. Through strategic coordination of legal, financial, and operational elements, we develop actionable plans that ensure smooth transitions during ownership changes, retirement, or generational transfers while maintaining business stability and growth potential.
Estate & Trust Services
We provide specialized estate and trust administration services to facilitate orderly asset transfers and tax-efficient wealth preservation. Our expertise includes preparing federal estate tax returns (Form 706), trust income tax returns (Form 1041), and serving as estate administrators. We work with clients and their attorneys to develop comprehensive estate plans that address succession needs, minimize tax liabilities, and ensure proper distribution of assets while providing ongoing support for surviving family members through complex probate processes.
Payroll Processing
Our payroll processing solutions streamline employee compensation management for businesses of all sizes. We handle complete payroll cycles including paycheck generation, federal and state tax filings (W-2s, 1099s), and quarterly/annual employment tax returns. By managing payroll tax compliance and regulatory reporting requirements, we help businesses maintain accurate records, avoid penalties, and focus on core operations while ensuring timely and accurate employee payments and government submissions.
People
Jasen G. Steinert
Certified Public Accountant
Jasen Steinert has over 30 years of accounting and taxation experience, specializing in multi-state compliance for contractors and service businesses. A member of AICPA and MICPA, he graduated from Sienna Heights College with a business degree and serves as the firm's principal accountant.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and accounting software implementation tailored to small business needs.
Do you handle multi-state tax compliance?
Yes, our team has extensive experience with multi-state tax filings and compliance strategies for businesses operating across state lines.
Can you assist with business succession planning?
We specialize in developing comprehensive succession plans addressing ownership transfer, tax implications, and operational continuity for business owners.
What audit services do you provide?
We offer full-scope audits, limited reviews, and compilations with varying levels of assurance to meet regulatory and stakeholder requirements.
Do you work with nonprofit organizations?
Yes, we provide specialized accounting and tax services for nonprofit entities including compliance, grant reporting, and financial planning.
How do you stay current with tax law changes?
Our team maintains continuous education through professional development programs and industry publications to ensure up-to-date tax expertise.
