Business Details
Your Trusted Partner for Accounting Solutions in Ann Arbor
Shayna Accounting CPA PC has been delivering personalized financial guidance to individuals and businesses since our founding. Our team of certified professionals combines expertise in tax planning, financial statement preparation, and payroll services to help clients maintain financial viability while achieving long-term goals. With decades of collective experience, we prioritize open communication and sound analysis to understand client needs, ensuring every client receives tailored attention. Our commitment to excellence is reflected in our adherence to federal, state, and local regulations, as well as our proactive approach to minimizing tax liabilities and maximizing opportunities.We pride ourselves on building lasting relationships through timely advice, precision in financial reporting, and a dedication to staying ahead of evolving industry standards. Our team includes specialists in QuickBooks consulting, estate planning, and employee benefits management, ensuring comprehensive support for diverse client requirements.
Services
Tax Planning
Financial Statements
Payroll Services
Estate Planning
QuickBooks Consulting
Investment Consulting
Highlights and features
- We offer over 30 years of combined experience in tax and accounting services.
- Our team includes certified QuickBooks Pro Advisors for seamless software integration.
- We provide personalized tax planning to minimize liabilities and maximize savings.
- Our payroll specialists ensure compliance with federal and state regulations.
- We deliver timely financial statements with detailed supporting documentation.
Services
Tax Planning
Our tax planning services include strategic analysis of financial statements, autumn tax-planning meetings to reduce liabilities, and year-round compliance with evolving tax laws. We specialize in minimizing federal, state, and local tax obligations while maximizing savings opportunities for individuals and businesses.
Financial Statements
We prepare detailed financial statements with supporting documents, including bank reconciliations, general ledgers, and payroll journals. Our bookkeepers transform raw data into actionable insights, providing a clear picture of business performance and regulatory compliance.
Payroll Services
Our payroll services include checkwriting, compliance coupon preparation, and signature-ready tax filings. We handle monthly, quarterly, and annual requirements such as 941 forms, W-2s, and SIMPLE transmittals, ensuring accuracy and timely submission.
Estate Planning
We guide clients through estate planning to preserve wealth and ensure smooth asset transfer. Services include probate avoidance strategies, tax reduction planning, and documentation for funeral arrangements and power of attorney designations.
QuickBooks Consulting
As certified QuickBooks Pro Advisors, we offer software setup, training, and data management. Our consulting services enable clients to maintain accurate financial records, generate reports, and streamline accounting processes electronically.
People
Ken Shayna
CPA
University of Michigan graduate with expertise in tax planning and computer accounting systems. Practicing since 1989, Ken specializes in regulatory compliance and strategic financial guidance for businesses.
Nancy Gibson
Vice President Bookkeeping
Over 40 years of experience in bookkeeping and payroll management. Nancy ensures precise financial record-keeping and understands the importance of time efficiency for clients.
Viki Shayna
Vice President Production
Benefits specialist and bookkeeper with expertise in employee benefits compliance. Viki manages pension plans, healthcare credits, and regulatory updates for client accounts.
Kimberly Adkins
Office Manager
Administrative leader since 1989, managing billing, accounts receivable, and operational tasks. Kim ensures client satisfaction through organized office management and direct client support.
Lora Elwart
Payroll Specialist
Accounting-trained professional managing payroll and bookkeeping tasks. Lora combines precision with adaptability to handle diverse client needs efficiently.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, financial statements, payroll processing, and QuickBooks consulting tailored to small business needs.
Do you offer tax planning consultations?
Yes, our three-phase tax planning system includes quarterly reviews, autumn strategy sessions, and annual return preparation to minimize liabilities.
How do you handle payroll compliance?
We prepare signature-ready forms including 941s, W-2s, and SIMPLE transmittals while ensuring federal and state regulatory compliance.
Can you assist with estate planning?
Our experts provide guidance on asset transfer strategies, probate avoidance, and tax-efficient estate planning solutions.
