Business Details
46 Years
experience
Your Trusted Partner for Accounting Solutions
At Numerico, we are dedicated to providing customized accounting and financial advisory services that empower small businesses and individuals to achieve long-term success. With decades of combined experience, our team of certified professionals prioritizes personalized solutions, strategic tax planning, and proactive financial guidance tailored to each client's unique needs. We specialize in small business accounting, bookkeeping, estate planning, and multi-state tax compliance, serving clients across Michigan and beyond. Our commitment to accuracy, transparency, and client collaboration has established us as trusted advisors in the communities we serve. By focusing on building lasting relationships, we help clients navigate complex financial landscapes while minimizing tax liabilities and maximizing profitability.Our expertise spans industries such as construction, healthcare, and nonprofits, ensuring adaptable and informed support for diverse business needs. Through continuous education on evolving tax laws, we deliver up-to-date strategies that align with both personal and business financial goals. Whether assisting with retirement planning, charitable donations, or business succession, we prioritize clear communication and actionable insights. Our mission is to simplify financial management for clients, allowing them to focus on growth while we handle the intricacies of accounting and compliance. This dedication to excellence and client-centric service defines our approach at Numerico.
Services
Tax Preparation
Bookkeeping
Financial Planning
Estate Planning
Tax Relief
Small Business Accounting
Multi-State Compliance
Charitable Donation Guidance
Retirement Planning
Succession Planning
Details
- Year established: 1980
Highlights and features
- We offer over 40 years of experience in certified public accounting and tax strategy.
- Our team provides personalized financial planning tailored to individual and business needs.
- Specialized expertise in multi-state tax compliance and QuickBooks integration.
- Client-focused approach with a commitment to transparent, jargon-free communication.
- Proven track record in minimizing tax liabilities while maximizing long-term profitability.
What people say
Expert tax strategies
Personalized financial planning
Knowledgeable CPAs
Reliable compliance support
Industry-specific insights
Services
Small Business Accounting
Our small business accounting services provide comprehensive financial management tailored to Michigan-based companies. We handle daily transaction recording, financial statement preparation, and cash flow analysis to ensure accurate reporting. Our team specializes in industry-specific solutions for construction, healthcare, and retail sectors while maintaining compliance with federal and state regulations.
Tax Preparation
We offer expert tax preparation services for individuals and businesses, focusing on maximizing deductions and minimizing liabilities. Our CPAs stay current with evolving tax codes to ensure accurate filings while providing strategic year-round planning to optimize financial outcomes for clients across Southeast Michigan.
Estate Planning
Our estate planning services help clients protect and distribute assets efficiently. We create customized plans that address guardianship, tax minimization, and elder care needs while ensuring compliance with legal requirements. This includes trust establishment and probate avoidance strategies for Michigan residents.
Financial Planning
We develop personalized financial plans addressing short and long-term goals for individuals and businesses. Our approach combines budgeting strategies, investment analysis, and retirement planning to build sustainable wealth while adapting to changing life circumstances and market conditions.
Bookkeeping
Our bookkeeping services maintain accurate financial records through systematic transaction tracking and reporting. We manage accounts payable/receivable, bank reconciliations, and inventory systems while providing actionable insights to improve business financial health and decision-making.
People
Jay Kossen
President & Lead Certified Public Accountant
Jay Kossen brings decades of accounting expertise to Numerico, specializing in small business tax strategies and financial planning. He leads the firm's advisory services with a focus on multi-state compliance and client education.
Ashley Jackson
Accountant
Ashley Jackson provides comprehensive accounting services with expertise in bookkeeping systems and QuickBooks implementation. She supports clients in achieving financial clarity through organized financial reporting and strategic guidance.
Rebecca Sitler
Accountant
Rebecca Sitler specializes in personal tax preparation and estate planning services. Her client-focused approach ensures accurate filings while developing customized strategies to minimize tax burdens and preserve family wealth.
Questions
What accounting services does Numericoco offer for small businesses?
We provide bookkeeping, tax planning, financial reporting, payroll support, and business advisory services tailored to Michigan small businesses.
Do you specialize in multi-state tax compliance?
Yes, our team has expertise in managing multi-state tax obligations and compliance requirements for businesses operating across state lines.
Can Numericoco help with estate and retirement planning?
We offer comprehensive estate planning, elder care guidance, and retirement tax strategies to preserve wealth for individuals and families.
What industries does Numericoco serve?
We specialize in construction, healthcare, nonprofits, professional services, and retail industries with customized accounting solutions.
Is Numericoco available for year-round tax consultation?
Yes, our CPAs provide ongoing tax planning and preparation services to minimize liabilities and ensure compliance throughout the year.
Reviews (1)
Kevin K.
Nov 09, 2018
Report
Jay Kossen and his team really care about my business. Their experience and expertise shine thru in their work. Their services and costs are a fair value. I highly recommend partnering with Numerico, P.C.
