Business Details
Trusted Accounting and Tax Services in Troy, MI
Beals, Caruana & McVety, PC is a dedicated accounting firm serving clients in Troy, MI, and the Metro Detroit area. With decades of combined experience, our team of CPAs, auditors, and tax professionals provides personalized accounting, tax preparation, and financial consulting services tailored to individual and business needs. We prioritize proactive year-end planning, tax minimization strategies, and comprehensive wealth management solutions.Our commitment to client satisfaction is reflected in our approachable service style, technical expertise, and focus on building long-term relationships through transparent communication. We serve diverse industries including healthcare, construction, education, and nonprofit organizations, offering specialized services for charter schools and business succession planning.
Services
Tax Preparation
Bookkeeping Services
Wealth Management
Charter School Accounting
Business Consulting
Audit Services
Payroll Processing
Tax Representation
Financial Planning
Grant Management
Highlights and features
- We offer 30+ years of combined CPA experience in public accounting
- Our team provides personalized tax planning and wealth management strategies
- We serve diverse industries including charter schools and healthcare providers
- Our local expertise addresses Metro Detroit business needs
- We combine technical proficiency with approachable, client-focused service
What people say
Exceptional service
Knowledgeable team
Personalized attention
Reliable tax solutions
Proactive guidance
Services
Tax Preparation
Our comprehensive tax preparation services cover corporations, partnerships, individuals, and specialized entities. We handle complex tax situations while ensuring compliance with federal and state regulations. Our CPAs provide strategic tax planning to minimize liabilities and maximize refunds for both personal and business clients.
Bookkeeping Services
We offer full-cycle bookkeeping including accounts payable/receivable, payroll processing, and financial statement preparation. Our services maintain accurate records for businesses of all sizes, supporting informed decision-making and smooth year-end tax preparation processes.
Wealth Management
Our wealth management strategies address retirement planning, investment analysis, and estate preservation. We develop customized plans considering tax implications, insurance needs, and long-term financial goals for individuals and business owners.
Charter School Accounting
Specialized accounting services for charter schools include grant management, compliance reporting, and audit preparation. We handle federal/state funding requirements, budget analysis, and transparency reporting to meet educational institution needs.
Business Consulting
We provide strategic business consulting covering cash flow management, tax credit optimization, and operational reviews. Our advisory services help businesses with bank financing, succession planning, and cost segregation studies to enhance profitability.
People
John V. Caruana
Certified Public Accountant
With over 30 years of experience, John specializes in tax planning for small to medium businesses. He focuses on minimizing tax burdens while improving business profitability through strategic financial guidance.
Jeremy M. McVety
Partner
A CPA with 20+ years in public accounting, Jeremy leads charter school services and wealth management divisions. He combines technical expertise with technology-driven solutions for audit, tax, and financial planning services.
Veronica M. Pelak
Bookkeeper
With 30 years of bookkeeping experience, Veronica handles payroll, financial statements, and tax preparation for small businesses. She ensures accurate records and timely compliance with tax obligations.
James H. Hern
Financial Advisor
James provides comprehensive financial planning including retirement strategies and investment analysis. He holds multiple financial certifications and focuses on long-term wealth preservation for individuals and business owners.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax planning services tailored to small business needs.
Do you specialize in tax preparation for specific business types?
Yes, we handle tax preparation for corporations, partnerships, S-corps, LLCs, and self-employed individuals with specialized expertise.
Are your services available for nonprofit organizations?
Yes, we offer accounting and compliance services for nonprofit organizations including tax-exempt filings and grant management.
What are your tax season hours?
During tax season (January-April 18), we're open Monday-Thursday 8AM-7PM, Friday 8AM-5PM, and Saturday 9AM-3PM.
Do you provide financial planning services?
Yes, our wealth management division offers retirement planning, investment analysis, and estate preservation strategies.
