Business Details
Trusted Accounting Services in Traverse City, MI
At Traverse Tax & Accounting in Traverse City, Michigan, we build relationships with our clients, prioritizing personalized service over sales. Our team operates as an extension of your business office, offering flexible support tailored to your needs. By leveraging leading-edge technology, we create efficient, paperless accounting environments that optimize productivity and reduce reliance on manual processes. Our practice combines decades of expertise with competitive rates, ensuring high-quality bookkeeping, tax planning, and financial reporting. We specialize in daily transaction classification, expense tracking, bill payment, invoicing, and comprehensive business tax services.Our clients benefit from accurate, timely assurance in their financial operations and reclaim valuable time to focus on business growth. We pride ourselves on delivering transparent, ethical solutions with a commitment to client satisfaction, maintaining a trusted reputation within the local business community for years. Through regular consultations and customized financial insights, we empower businesses to make informed decisions while prioritizing compliance and strategic planning.
Services
Tax Preparation
Bookkeeping Services
Outsourced Accounting
Budgeting Analysis
Business Tax Planning
Financial Reporting
Payroll Analysis
COGS Analysis
Strategic Planning
Entity Structure Consultation
Highlights and features
- Our team combines decades of experience with innovative technology for superior accounting solutions.
- We provide personalized service tailored to each clients unique financial needs.
- Competitive rates ensure accessibility for businesses of all sizes.
- We guarantee accurate, timely processing of all accounting and tax-related work.
- Regular consultations deliver actionable insights to drive business growth.
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including electronic filing and direct deposit. Our team stays updated on tax code changes to maximize savings while ensuring compliance. Confidential, personalized service guarantees accuracy and timely submission.
Bookkeeping Services
Our bookkeeping services handle daily transaction classification, expense tracking, bill payment, and invoicing. We maintain precise records to offer real-time financial visibility, supporting informed decision-making for business growth and operational efficiency.
Outsourced Accounting
Outsourced accounting delivers customized financial insights and reporting akin to having an in-house CFO. We analyze revenue, expenses, payroll, and KPIs to provide strategic guidance at a fraction of traditional costs.
Budgeting Analysis
We create tailored budgeting solutions and analyze financial performance to identify growth opportunities. Regular reviews ensure alignment with long-term business objectives through data-driven strategies and projections.
Business Tax Planning
Proactive tax planning minimizes liabilities and ensures compliance through year-round consultations. We develop strategic approaches to tax preparation, leveraging deductions and credits specific to your industry and business structure.
People
Michael Tandarich
Owner
As Owner of Traverse Tax & Accounting, Michael leads with a commitment to personalized service and technological innovation, prioritizing client relationships and operational efficiency.
Robert Stewart
Managing Director
Managing Director Robert Stewart oversees daily operations, ensuring seamless delivery of accounting services while maintaining high standards of client satisfaction and team leadership.
Christien Geiger
CPA
Certified Public Accountant Christien Geiger specializes in tax strategy and compliance, offering expert guidance to individuals and businesses seeking financial optimization and regulatory adherence.
Susan Thiel
Tax Preparer
Tax Preparer Susan Thiel delivers accurate, timely filings for individuals and small businesses, leveraging deep knowledge of tax laws to ensure compliance and maximize refunds.
Marianne Rendon
Bookkeeper
Bookkeeper Marianne Rendon manages meticulous financial record-keeping, ensuring precise tracking of transactions, expenses, and reports to support clients' accounting needs.
Questions
What accounting services does Traverse Tax & Accounting offer?
We provide tax preparation, bookkeeping, outsourced accounting, budgeting analysis, and strategic financial planning tailored to Traverse City businesses and individuals.
How does Traverse Tax & Accounting use technology to improve services?
We implement paperless systems and online platforms to enhance efficiency, reduce manual work, and deliver real-time financial insights for clients.
Are your accounting rates competitive for small businesses?
Yes, our services are priced to fit most budgets while maintaining high-quality standards through personalized, tech-driven solutions.
Can I schedule consultations for ongoing financial guidance?
We offer regular meetings to review financial reports, discuss strategic planning, and provide customized advice aligned with your business goals.
Do you handle both personal and business tax services?
Yes, we cater to individual taxpayers and corporations, offering comprehensive preparation, planning, and compliance solutions for all tax-related needs.
Reviews (1)
Jupiter Olganna
Apr 24, 2020
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My experience with Traverse Tax & Accounting was absolutely wonderful. They scheduled me quickly, they were very accommodating, answered all my questions, and finished very promptly. Total time from start to finish after my initial appointment was 1 week for my 2019 tax return. Upon picking up my finished packet they had clear instruction on how to pay my balance to the federal government and if I had any additional questions.
It was worth the money because of their expertise and it relieved the stress I had been carrying for the last few months. The Dagwell Family was great. Don't get caught up on the stress and worry of annual taxes, let Jim and Laura help!
It was worth the money because of their expertise and it relieved the stress I had been carrying for the last few months. The Dagwell Family was great. Don't get caught up on the stress and worry of annual taxes, let Jim and Laura help!
