Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Ann Arbor, MI
Curtis Bailey Exelby & Sposito has provided personalized financial guidance to individuals and businesses in Ann Arbor for over six decades. Our expertise spans tax preparation, accounting, audits, financial planning, and specialized services like estate planning and business valuation. We combine deep industry knowledge with a commitment to client-centric solutions, ensuring compliance and strategic growth in a dynamic regulatory environment. Our team of certified professionals brings decades of collective experience, fostering long-term client relationships built on trust and precision.We prioritize thorough research, proactive tax strategies, and tailored financial advice to optimize client outcomes. Recognized for excellence in the local business community, we serve diverse industries including manufacturing, healthcare, real estate, and nonprofits. Our mission is to deliver actionable insights that enhance financial viability and support long-term goals. With a focus on transparency and ethical standards, we empower clients to navigate complex financial landscapes confidently. Our legacy of service since 1960 underscores our dedication to quality and community impact.
Services
Tax Management
Accounting Services
Audits
Estate Planning
Financial Consulting
IRS Representation
Payroll Services
Business Valuation
QuickBooks Support
Debt Advisory
Details
- Year established: 1960
Highlights and features
- We offer over 60 years of combined experience in accounting and tax services.
- Our team includes certified professionals with expertise in diverse industries.
- We provide personalized financial strategies tailored to each client's unique needs.
- Our proactive tax planning minimizes liabilities while maximizing long-term growth.
- We maintain transparent communication and ethical standards in all client interactions.
Services
Tax Management Services
Our tax management services optimize strategies to minimize liabilities while ensuring compliance with federal and state regulations. We analyze evolving tax laws to identify savings opportunities for individuals and businesses. With proactive planning, we help clients maximize cash flow and achieve long-term financial goals through tailored tax-efficient solutions.
Accounting Services
We deliver accurate bookkeeping, financial statement preparation, and system setup to support business decision-making. Our services ensure reliable record-keeping, cost-containment strategies, and compliance with accounting standards. Clients receive actionable insights to improve profitability and operational efficiency through detailed financial analysis.
Audits
Our audit services provide high-assurance examinations of financial statements for regulatory compliance and stakeholder confidence. We verify account balances, transactions, and internal controls to ensure data accuracy. This service supports businesses in maintaining transparency and meeting reporting requirements for investors or lenders.
Estate Planning
We design estate plans to facilitate smooth asset transfer while minimizing tax burdens for beneficiaries. Our strategies include trust creation, will preparation, and tax-efficient gifting techniques. Clients receive guidance to ensure their financial legacy aligns with personal wishes and legal requirements.
Financial Consulting
Our financial consulting services address cash flow management, debt restructuring, and growth strategies for businesses. We analyze financial health, recommend cost-saving measures, and develop projections to support informed decision-making for long-term sustainability and expansion.
People
Henry E. Alvarez
Managing Principal
With over 25 years in public accounting, Henry specializes in auditing, taxation, and business consulting for diverse industries. He graduated from Wayne State University and actively contributes to local community organizations.
John G. Sposito
Managing Partner
A University of Michigan graduate, John has over 60 years of experience in accounting and real estate taxation. He previously served as managing partner and remains active in professional and community leadership roles.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax planning tailored to small businesses' needs.
How can you help with tax planning and preparation?
Our team optimizes tax strategies to minimize liabilities, ensures compliance with evolving regulations, and maximizes refunds.
Do you handle IRS representation for audits?
Yes, we offer professional IRS representation to guide clients through audit processes and resolve tax disputes.
What estate planning services are available?
We assist with trust creation, asset distribution strategies, and minimizing estate tax burdens for individuals and families.
Can you support business valuations for mergers or sales?
Yes, we provide detailed business valuations to inform mergers, acquisitions, and succession planning decisions.
Reviews (1)
Mike Eller
Jun 08, 2020
Report
I've been working with CBES for about 15 years now. They are not just accountants and CPAs, but trusted advisors in all matters relating to life (personal, financial, business). I have learned a tremendous amount over our 15 year relationship and always counsel with them at important decision points.
