Business Details
50+ Years
experience
Your Trusted Michigan Accounting Partner
Since 1967, Willis & Jurasek has remained steadfast in its commitment to serving clients with integrity and expertise. Our firm combines decades of experience with a personalized approach, delivering specialized solutions in accounting, tax, and business management. We prioritize client relationships, ensuring proactive, timely services tailored to individual needs. Our team of certified professionals brings deep industry knowledge, from CFO advisory to business valuations and software implementation. We embrace innovation through modern technology while maintaining a local presence across two Michigan offices. Our values emphasize excellence, continuous growth, and community impact, driving our dedication to client success.With expertise in state and local tax compliance, audit services, and strategic financial planning, we serve diverse industries including manufacturing, healthcare, and hospitality. Our focus on education and transparency empowers clients to navigate complex financial landscapes with confidence. Recognized for our adaptability and client-centric philosophy, we remain committed to evolving with regulatory changes while preserving personalized service. This enduring approach has solidified our reputation as trusted advisors in Michigan and beyond.
Services
Tax Planning
Business Valuations
Audit Services
Software Solutions
State Tax Compliance
CFO Advisory
Payroll Processing
Estate Planning
Details
- Year established: 1967
Highlights and features
- We offer 50+ years of combined accounting expertise since 1967
- Our team includes specialists in business valuations and tax planning
- We serve diverse industries including manufacturing, healthcare, and hospitality
- Our dual Michigan offices combine local knowledge with international capabilities
- We implement cutting-edge software solutions for financial management
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Planning
Our tax planning services combine deep regulatory knowledge with strategic foresight to optimize clients' financial positions. We specialize in individual, corporate, and estate tax planning while maintaining compliance with evolving federal and state regulations. Our CPAs develop customized strategies that minimize tax liabilities and maximize long-term financial benefits for businesses and high-net-worth individuals.
Business Valuations
We provide precise business valuation services using industry-standard methodologies to determine accurate company worth. Our specialists assist with mergers and acquisitions, succession planning, and litigation support. With ABV-certified professionals on staff, we deliver defensible valuations that meet legal and financial reporting requirements while helping owners understand their business's market position.
Audit Services
Our audit services ensure financial statements comply with GAAP and IFRS standards through rigorous examination and analysis. We serve public and private companies across multiple industries, providing independent assessments that enhance credibility with stakeholders. Our team identifies operational efficiencies while maintaining strict adherence to regulatory requirements during every audit engagement.
Software Solutions
We implement customized software solutions that streamline financial operations and improve business intelligence. Our specialists focus on ERP systems like Sage 100 and QuickBooks, ensuring seamless integration with existing workflows. These technology solutions enhance reporting accuracy, automate processes, and provide real-time financial insights to support strategic decision-making.
CFO Advisory
Our CFO advisory services deliver strategic financial leadership to growing businesses through part-time executive support. We provide cash flow management, financial forecasting, and operational analysis while helping clients develop sustainable growth strategies. This service combines executive-level expertise with hands-on implementation support to improve overall financial performance.
People
Phil S. Willis
Founder
Phil founded the firm in 1967 and remains actively involved in client relationships. His commitment to exceptional service extends beyond accounting to personal client interactions, including winter sidewalk maintenance. He provides strategic oversight while maintaining hands-on client engagement.
S. Brian Jurasek
Managing Principal
As Managing Principal, Brian leads the firm with 30+ years of accounting expertise. A former collegiate basketball player, he applies competitive drive to client service. He specializes in CFO advisory services and oversees firm operations while maintaining key client relationships.
Dennis C. Regan
Tax Specialist
Dennis brings 40+ years of tax expertise from Big Eight firm experience. Now semi-retired, he continues advising high-net-worth clients on estate planning and complex tax matters. His deep knowledge of tax code intricacies benefits clients seeking sophisticated planning solutions.
Christine E. Kratzer
Business Valuation Expert
Christine specializes in business valuations and nonprofit auditing. As an ABV-certified professional, she provides expert analysis for mergers, acquisitions, and litigation support. Her technical expertise combined with clear communication helps clients understand complex valuation methodologies.
Eric D. Rett
Tax Advisor
Eric offers 35+ years of tax advisory experience, including corporate controllership roles. He focuses on business consulting and employee benefit services while providing strategic tax planning guidance. His industry knowledge spans multiple sectors, delivering practical solutions to complex tax challenges.
Questions
What accounting services does Willis & Jurasek offer?
We provide tax planning, business valuations, audit services, software implementation, CFO advisory, and specialized solutions for manufacturing, healthcare, and hospitality industries.
How does the firm handle changing tax regulations?
Our CPAs maintain continuous education on regulatory updates and leverage technology to ensure compliance while optimizing tax strategies for evolving requirements.
What technology solutions do you implement?
We specialize in Sage 100 ERP and QuickBooks implementations, providing customized software solutions that improve financial reporting accuracy and operational efficiency.
What industries do you specialize in?
We serve manufacturing, construction, healthcare, hospitality, and nonprofit sectors with industry-specific expertise in financial management and regulatory compliance.
How has the firm adapted to IRS payment changes?
We proactively inform clients about IRS electronic payment requirements and assist with transitioning from paper checks to secure digital payment methods.
Reviews (1)
Doug Warren
Jun 27, 2019
Report
These guys are problem solvers and they do it in a professional and courteous manner. I highly recommend their services!
