Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Troy, MI
Since 1953, our firm has dedicated itself to providing comprehensive accounting, tax, and business advisory services with a focus on personalized attention. We pride ourselves on building long-term relationships with clients by combining technical expertise with a deep understanding of their unique needs. Our team of certified professionals brings decades of experience across diverse industries, including distribution, manufacturing, professional services, and not-for-profit organizations. We emphasize proactive communication, strategic planning, and tailored solutions to help clients protect their assets and achieve sustainable growth.Our commitment to excellence is reflected in our thorough approach to assurance services, tax compliance, and financial advisory work. By maintaining a client-centric philosophy, we ensure that every decision we make aligns with our clients' personal and business objectives. Our interactive approach to problem-solving and industry-specific knowledge positions us as trusted partners in our clients' success. We continuously stay informed about regulatory changes to provide up-to-date guidance while maintaining the highest standards of professionalism and ethical conduct.
Services
Tax Preparation
Accounting Services
Business Advisory
Audit Services
Estate Planning
Details
- Year established: 1953
Highlights and features
- We offer 70+ years of combined experience in accounting and tax advisory services
- Our team provides personalized attention with a focus on long-term relationships
- We specialize in industry-specific solutions for distribution, manufacturing, and professional services
- Our certified professionals maintain the highest standards of technical proficiency
- We deliver proactive tax planning strategies to maximize client financial benefits
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in federal and state tax returns, multistate taxation, and international tax compliance. Our team stays current with evolving regulations to maximize deductions while maintaining full compliance with tax laws.
Accounting Services
We provide complete accounting solutions including financial statement preparation, payroll processing, and bookkeeping services. Our expertise covers GAAP-compliant reporting, internal controls implementation, and accounting system optimization. We help businesses maintain accurate financial records and improve operational efficiency through tailored accounting solutions.
Business Advisory
Our business advisory services focus on strategic planning, succession strategies, and operational improvement. We offer specialized guidance for family businesses, not-for-profits, and professional service firms. Our advisors help clients develop growth strategies, implement effective financial controls, and navigate complex business transitions.
Audit Services
We conduct thorough financial audits and reviews for businesses and not-for-profit organizations. Our assurance services include compliance testing, internal control evaluation, and regulatory reporting. Our auditors maintain independence while providing valuable insights to improve financial transparency and organizational accountability.
Estate Planning
Our estate planning services combine tax expertise with wealth preservation strategies. We assist clients with trust creation, probate planning, and intergenerational wealth transfer. Our approach considers both tax implications and personal family dynamics to create comprehensive estate plans that protect assets and fulfill legacy goals.
People
Ursula C. Scroggs
Managing Director
Certified Public Accountant with extensive leadership experience in accounting and business advisory services. Specializes in client relationship management and strategic financial planning.
Laura A. Arens
Managing Tax Director
Tax expert with specialization in complex tax planning and compliance for individuals and businesses. Focuses on maximizing tax benefits while ensuring regulatory compliance.
James R. Graves
Director
Experienced CPA providing comprehensive accounting and advisory services to diverse business clients. Specializes in financial reporting and business strategy development.
Kent Dickerson
Assurance Director
Assurance specialist with expertise in audit services and financial compliance. Focuses on delivering accurate financial reporting and internal control assessments.
William J. O'Neil
Director
Legal and accounting professional offering specialized services in business transactions and tax law compliance. Combines legal expertise with financial advisory services.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial reporting, payroll processing, and internal control implementation tailored to small business needs.
How can you help with tax planning and compliance?
Our tax experts offer strategic planning, return preparation, and compliance services for individuals and businesses, focusing on maximizing deductions while maintaining compliance.
Do you specialize in any particular industries?
We have deep expertise in serving distribution, manufacturing, professional services, not-for-profit organizations, and family-owned businesses with tailored solutions.
What advisory services are available for business owners?
We offer strategic planning, succession strategies, operational improvement, and financial management advisory services to help business owners achieve their goals.
How do you handle estate and trust planning?
Our estate planning specialists create customized strategies for wealth preservation, probate planning, and intergenerational wealth transfer while minimizing tax implications.
