Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Ann Arbor
Curtis Bailey Exelby & Sposito has been delivering personalized financial guidance to individuals and businesses in Ann Arbor for decades. Our expertise spans tax planning, accounting, audits, financial statements, and strategic financial planning, ensuring clients navigate complex regulatory environments while minimizing liabilities and maximizing growth. As a leading firm in the region, we combine deep industry knowledge with a team culture that prioritizes close analysis and client-focused solutions. Our seasoned professionals bring decades of experience in public accounting, serving diverse industries including manufacturing, construction, healthcare, and real estate. We uphold a commitment to high standards, evidenced by our membership in professional organizations like the American Institute of CPAs and Michigan Association of CPAs.Our mission centers on maintaining client financial viability today while proactively addressing future goals through research-driven strategies. Open communication forms the foundation of our client relationships, enabling tailored advice aligned with unique needs. This approach has earned us enduring trust within the business and financial community, reflected in our long-term client retention. Beyond professional excellence, we actively contribute to local initiatives, demonstrating our dedication to community development. With a legacy dating to 1960, we continue evolving to meet changing client needs while maintaining the integrity and responsiveness that define our reputation.
Services
Tax Management
Accounting Services
Audits Reviews
Estate Planning
Financial Consulting
IRS Representation
QuickBooks Support
Business Valuation
Payroll Services
Retirement Planning
Details
- Year established: 1960
Highlights and features
- We offer over 60 years of experience in accounting and tax services in Ann Arbor.
- Our team includes CPAs with specialized expertise in diverse industries like manufacturing and healthcare.
- We provide personalized financial strategies tailored to each client's unique needs.
- Our professionals maintain active roles in community development and local organizations.
- We combine deep technical knowledge with transparent communication for lasting client relationships.
Services
Tax Management
Our Tax Management services help clients minimize liabilities while maximizing cash flow through strategic planning. We analyze evolving tax laws to identify opportunities for savings and ensure compliance. Clients receive personalized guidance on complex filings, deductions, and credits tailored to their specific circumstances.
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, financial statement preparation, and system setup. Our services ensure accurate record-keeping and reporting to support informed business decisions. We assist with cost containment strategies and tax-efficient financial structures for businesses of all sizes.
Estate Planning
Our estate planning specialists help clients navigate complex tax implications for asset transfer. We develop strategies to minimize tax burdens while ensuring wishes are honored. Services include trust creation, will preparation, and succession planning for individuals and business owners.
IRS Representation
We offer professional representation during IRS audits and tax disputes. Our experienced team handles communications with tax authorities, ensuring compliance while protecting client interests. We provide strategic solutions for resolving back taxes and collection issues efficiently.
Financial Consulting
Our financial consulting services focus on helping businesses optimize operations through cash flow analysis, budgeting, and strategic planning. We provide insights on mergers, acquisitions, and restructuring while offering retirement planning solutions for business owners and employees.
People
Henry E. Alvarez
Managing Principal
With over 25 years in public accounting, Henry specializes in auditing, taxation, and business consulting for manufacturing, construction, and healthcare clients. He graduated from Wayne State University and serves on community boards including Ann Arbor Commerce Bank.
John G. Sposito
Managing Partner
A founding partner with CPA certification since 1958, John has extensive real estate industry experience and served as director for Comerica Bank. He remains active in University of Michigan alumni organizations and community development initiatives.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, system setup, payroll processing, and cost-containment strategies tailored to small business needs.
How can you help with tax planning for individuals?
Our tax planning services identify deductions, credits, and strategies to minimize liabilities while ensuring compliance with evolving tax regulations.
Do you assist with QuickBooks setup and training?
Yes, we offer QuickBooks installation, customized setup, personalized training, and ongoing support for businesses of all sizes.
What estate planning services are available?
We provide comprehensive estate planning including wills, trusts, tax strategies, and succession planning to protect assets and ensure your wishes are honored.
Can you represent me during an IRS audit?
Our experienced team provides professional representation during IRS audits, handling communications and resolving tax issues efficiently.
What industries do you specialize in?
We serve diverse industries including manufacturing, construction, healthcare, real estate, nonprofits, and professional service firms.
