Schultz & Associates

Business Details

Your Trusted Partner for Accounting and Tax Solutions

Schultz & Associates, CPA, has been a trusted accounting and tax services provider in Canton, Michigan, for over 22 years. Our team of certified professionals specializes in personalized tax preparation, bookkeeping, business consulting, and financial planning, serving individuals and businesses across diverse industries. With deep expertise in tax laws and financial regulations, we prioritize accuracy, transparency, and client satisfaction, offering tailored solutions to minimize liabilities and optimize financial outcomes.

Our commitment to staying current with evolving tax codes ensures clients receive reliable guidance, while our focus on building long-term relationships fosters trust and clear communication. Recognized as Plymouth Community Chamber of Commerce's 2018 Small Business of the Year, we combine local knowledge with virtual services to support clients throughout Michigan.

Services

Tax Preparation Bookkeeping Payroll Services Business Consulting Financial Auditing Tax Planning QuickBooks Support IRS Representation Estate Planning Small Business Accounting

Highlights and features

We offer over 22 years of experience in accounting and tax services.
Our team provides personalized solutions tailored to your unique financial needs.
We specialize in industry-specific expertise for dental, veterinary, and nonprofit sectors.
Our commitment to accuracy ensures compliance with evolving tax regulations.
We deliver virtual accounting services across Michigan with local expertise.

What people say

Long-term reliability Expert tax services Personalized solutions Accurate filings Dedicated support

Website

Update Listing

Services

Tax Preparation

Our tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in maximizing deductions while maintaining compliance with federal and state tax laws. With expertise in complex returns, including S-Corporations and foreign-owned entities, we provide strategic planning to minimize liabilities. Our team uses Thomson Reuters software for precision and offers IRS representation for audits.

Bookkeeping

We manage bookkeeping and accounting for small businesses, including QuickBooks support and remote services. Our specialists handle bank reconciliations, payroll processing, and policy implementation. Tailored solutions for industries like dental, veterinary, and real estate ensure accurate financial tracking. We streamline operations to improve cash flow visibility and decision-making for long-term growth.

Payroll Services

Our payroll services include tax withholding calculations, paycheck distribution, and compliance reporting. We support businesses with year-end W-2 and 1099 filings, ensuring adherence to labor laws. Specialized expertise in small business payroll for Michigan employers reduces administrative burdens. We integrate with accounting systems to maintain seamless financial records.

Business Consulting

We provide strategic business consulting for startups, expansions, and operational efficiency. Services include tax planning, cash flow analysis, and industry-specific advisory for sectors like ecommerce and manufacturing. Our team assists with entity selection, merger/acquisition planning, and compliance frameworks. We act as a virtual CFO to align financial strategies with growth objectives.

Financial Auditing

Our audit services cater to nonprofits and for-profit businesses requiring financial statement attestation. We conduct thorough reviews to ensure grant eligibility and regulatory compliance. Expertise in CUSO and nonprofit audits includes internal control assessments. We deliver actionable recommendations to strengthen financial integrity and stakeholder confidence.

People

Jeffrey Schultz

Managing Member

Jeffrey Schultz, CPA, leads Schultz & Associates with over 22 years of experience in accounting and tax services. He specializes in strategic financial planning for small businesses and has guided clients through complex tax scenarios. His leadership emphasizes personalized service and community engagement.

Jason Lira

Equity Member Accountant

Jason Lira, Equity Member Accountant, brings expertise in business tax preparation and advisory services. With a focus on client education, he helps businesses optimize deductions and streamline accounting processes. His approach prioritizes clarity and long-term financial health.

Jill Kehn

Senior Accountant

Jill Kehn, CPA, specializes in small business accounting and tax preparation. She has extensive experience in QuickBooks support and financial reporting, assisting clients in industries like dental and veterinary practices. Her client-centric approach ensures tailored solutions for operational efficiency.

Lewis Boucher

Senior Auditor

Lewis Boucher, CPA, oversees audit engagements for nonprofit and for-profit clients. His work includes financial statement attestation and compliance reviews, ensuring transparency and regulatory adherence. He focuses on delivering actionable insights to enhance organizational accountability.

Edward White

Tax Preparer

Edward White, MSA, specializes in individual and business tax preparation. With a background in tax law compliance, he assists clients with complex filings and planning strategies. His meticulous attention to detail ensures accurate and optimized tax outcomes.

Questions

What accounting services do you offer for small businesses?

We provide bookkeeping, payroll, tax preparation, financial auditing, and industry-specific advisory services for small businesses in Michigan.

Do you specialize in any particular industries?

Yes, we specialize in dental, veterinary, nonprofit, real estate, and ecommerce accounting with tailored expertise.

Can you assist with QuickBooks support?

Yes, we offer QuickBooks setup, training, and ongoing support for small businesses using QuickBooks Online.

Are your services available virtually?

Yes, we provide virtual accounting and tax services to clients throughout Michigan.

How do you handle tax audits?

We offer IRS representation and audit defense to ensure compliance and protect your interests during tax audits.

What sets your firm apart from others?

Our personalized approach, 22+ years of experience, and industry-specific expertise ensure tailored, reliable financial solutions.

Videos

Reviews (6)

Write a Review

Andrew Rolph

Jan 04, 2021 Report

Jason helped me prepare my tax return and did an excellent job. He was responsive to my questions and helped me explore a few different scenarios. I file my returns as married filling separately and so my tax situation is non-standard. He guided through the process and everyone was timely and responsive.

Gisa Read

Jan 08, 2016 Report

Although I was not a client of his, when I talked to Jeff by phone last year he was very helpful answering my questions and suggested I contact him again if I needed help at tax preparation time. When I called recently for an appointment he was able to schedule time within two days and my meeting with him was a great help. I found him very knowledgeable, professional and helpful and would trust his expert advice. A great experience at this difficult tax time.

Paddy

Oct 28, 2015 Report

I came to Jeff after 3 months working with audit protection from Turbo Tax. My taxes were filed incorrectly and turbo tax was unable to correct the error. Jeff solved the problem in about 45 minutes. He was fast, efficient and knowledgeable. He organized all the papers I needed to send and made everything extremely easy. He is a down to earth and trustworthy person. I will be using him for all my tax needs. I highly recommend his services.

Lynn Tucker

May 03, 2015 Report

Schultz & Associates has been doing our taxes for over 10 years and we've always been happy with the results. Nothing but great things to say about this group. I've recommended them to several people. They are always willing to answer questions and they take the time to walk you through your documents if you need them too. I love that you can submit everything to them electronically just by uploading your documents to your own secure online tax organizer.very easy and efficient. We highly recommend Schultz & Associates.

Heather Walters

Mar 28, 2015 Report

Jeff took time out of his busy day to look over the return we had prepared ourselves, helping us to understand why it was so different than the previous year. He explained to us how it was correct and showed us why. He also gave us advice on how to decrease our tax bill next year! Very friendly, very helpful, and very professional! Wouldn't hesitate to go back!

Samantha Goodheart

Jan 07, 2015 Report

I know nothing about taxes besides the fact that I have to file. I called Schultz & Associates, and had an appointment that day. They sat down with me, prepared my return, and explained it to me in a way that I could understand. I would recommend giving Schultz & Associates a call if you have any tax needs. Their staff is young and motivated. Great service, great experience, and I will be coming back next January!