Business Details
36 Years
experience
Your Trusted Partner for Accounting Solutions in Troy, MI
Founded in 1990, we are a leading Michigan-based CPA firm serving clients nationwide. Our proactive approach combines personalized service with deep industry expertise in accounting, tax, and advisory services. We prioritize understanding client needs to deliver tailored solutions that drive business success. As an independent member of DFK International/USA, we leverage global resources while maintaining local expertise. Our affiliated companies extend our capabilities in financial planning, technology consulting, and forensic accounting. We uphold core values of integrity, excellence, and client-first service, supported by a team of seasoned professionals committed to continuous learning.Our focus on middle-market companies ensures specialized attention to emerging businesses. By integrating cutting-edge technology with traditional accounting practices, we streamline financial processes for efficiency. Our industry specializations include construction, healthcare, real estate, and high-net-worth individuals. With over 35 years of experience, we build long-term relationships grounded in trust and measurable results.
Services
Accounting & Assurance
Tax Compliance & Planning
Financial Planning
Bookkeeping
Cloud-Based Accounting
Advisory Services
Cost Segregation
R&D Tax Credits
Estate Taxation
International Tax
Details
- Year established: 1990
Highlights and features
- Proactive approach tailored to individual business needs
- 35+ years serving clients with industry-specific expertise
- Specializations in construction, healthcare, and real estate
- Affiliated with IMC Financial Advisors for holistic planning
- Leverage global resources through DFK International membership
Associations and certifications
- DFK International/USA
- AICPA
- FASB
What people say
Proactive tax savings
Industry-specific expertise
Efficient cloud solutions
Personalized service
Knowledgeable team
Services
Accounting & Assurance
Our accounting professionals deliver audited financial statements and cloud-based solutions adhering to AICPA and FASB standards. We conduct on-site fieldwork to minimize business disruption while enhancing process efficiency. Our services include outsourced accounting, monthly reporting, and compliance with 401(k) plan audits. This ensures accurate financial tracking and strategic decision-making support for growing businesses.
Tax Compliance & Planning
We provide federal and state tax preparation for businesses and individuals, complemented by proactive planning to minimize liabilities. Our expertise includes cost segregation studies, R&D tax credits, and IC-DISC structuring. Specialized services cover estate taxation, international tax compliance, and SALT representation, ensuring clients navigate complex regulations while maximizing savings through strategic deductions.
Cloud-Based Accounting
Our cloud solutions streamline bookkeeping with real-time data access and automated bank feeds. Clients benefit from enhanced security without software upgrade hassles. We implement platforms like Sage Intacct to improve monthly financials and operational efficiency, allowing businesses to focus on growth while maintaining 24/7 financial oversight through scalable, secure infrastructure.
Financial Planning
We offer comprehensive wealth planning covering retirement strategies, estate transitions, and tax-efficient trust management. Our CPAs develop customized plans for high-net-worth individuals, addressing income tax optimization and intergenerational asset transfer. By integrating tax and investment strategies, we help clients achieve long-term financial security while minimizing estate tax burdens through proactive planning.
Business Advisory
Our advisory services focus on operational efficiency improvements and growth strategy development. We assist startups with entity structuring and guide established firms through benchmarking and profitability analysis. Specialized consulting includes IC-DISC implementation for exporters and forensic accounting through affiliated firms, combining industry expertise with actionable insights to enhance competitive advantage.
People
Chris Iannuzzi
CPA
With decades of experience, Chris specializes in proactive tax strategy and business advisory. He focuses on minimizing liabilities through IC-DISC structures and R&D credits while delivering personalized solutions for manufacturers and exporters.
Dave Curry
Director
Leading cloud accounting initiatives, Dave implements scalable financial systems for growing businesses. His expertise in Sage Intacct deployments helps clients achieve operational efficiency while maintaining compliance with evolving accounting standards.
Questions
What accounting services do you offer for construction companies?
We provide specialized construction accounting with cost segregation studies, job costing, and compliance tailored to industry-specific regulations and project complexities.
How can IC-DISC benefit my export business?
IC-DISC structures allow exporters to convert ordinary income to capital gains, potentially saving 10-15% in taxes through our strategic implementation.
Do you offer cloud accounting for small businesses?
Yes, we implement scalable cloud solutions like Sage Intacct with automated bookkeeping, real-time reporting, and secure access for businesses of all sizes.
What tax credits are available for R&D activities?
We identify qualifying R&D activities in product development, software engineering, and process improvements to claim 5-10% tax credits through federal and state programs.
How do you support high-net-worth individuals?
Our services include estate tax planning, trust optimization, and retirement strategy development to preserve wealth across generations while minimizing tax exposure.
