Business Details
Trusted Tax & Accounting Services in Jenison, MI
At Straight Path Tax & Accounting, we specialize in delivering comprehensive tax and financial solutions tailored to the unique needs of our wealth management clients. Our team of certified professionals brings decades of combined experience in public accounting, financial planning, and tax advisory services. We prioritize proactive tax planning to minimize liabilities while maximizing business profitability, ensuring our clients can focus on their core priorities. With expertise in bookkeeping, payroll processing, and retirement planning, we leverage cutting-edge technology to streamline financial operations and eliminate administrative burdens. Our commitment to personalized service is reflected in our client-centric approach, which emphasizes transparency, ethical standards, and long-term financial success.We serve as trusted advisors to businesses and individuals, combining technical proficiency with strategic insight to deliver measurable value. Our professionals hold prestigious designations including CPA, CFP, and Enrolled Agent status, underscoring our dedication to excellence. Through community involvement and continuous education, we maintain our position at the forefront of evolving tax regulations and financial practices. Our mission is to transform complex financial challenges into opportunities for growth and stability. This philosophy has earned us recognition as a leading tax advisory firm in West Michigan.
Services
Bookkeeping
Payroll Services
Tax Preparation
Business Consultation
Retirement Planning
Highlights and features
- We offer certified professionals with CPA, CFP, and Enrolled Agent designations
- Our team provides proactive tax planning to minimize liabilities
- We integrate advanced technology for efficient payroll processing
- We deliver personalized financial strategies for long-term success
- Our advisors hold leadership roles in professional organizations
Associations and certifications
- CPA
- CFP
- Enrolled Agent (EA)
What people say
Less stressful
Quick to respond
Excellent service
Top notch
Highly recommend
Services
Bookkeeping
Our bookkeeping services ensure accurate financial records through monthly bank reconciliations, financial statement reviews, and cash flow management. We help businesses maintain organized records while focusing on growth. Our certified professionals use modern accounting software to provide timely, reliable financial insights.
Tax Preparation
We specialize in preparing business and individual tax returns with precision. Our team minimizes tax liabilities through strategic planning while ensuring compliance with evolving regulations. Certified professionals handle complex filings for businesses of all sizes, delivering timely submissions and maximizing deductions.
Payroll Services
Our payroll solutions handle direct deposits, tax withholdings, and regulatory filings. We eliminate penalties through accurate processing while saving businesses time. Services include W-2 and 1099 preparation, quarterly tax filings, and compliance management for growing companies.
Business Consultation
We provide strategic guidance for business growth through succession planning and financial analysis. Our advisors help optimize net worth and after-tax income while addressing employment status strategies. Services combine tax expertise with operational insights for sustainable business development.
Retirement Planning
Our retirement planning services focus on tax-efficient strategies for transitioning from employment income to savings-based income. We offer IRA management, investment planning, and personalized consultation to ensure financial security during retirement years while maintaining tax compliance.
People
Ken Welch
Wealth Advisor
Certified Financial Planner and CPA with 10+ years in public accounting and healthcare finance. Active in community ministries and local nonprofits. Specializes in holistic wealth management strategies.
Rhiannon Diekema
Accountant & Tax Expert
Enrolled Agent with expertise in small business accounting and QuickBooks training. Holds accounting degree from Davenport University. Focuses on simplifying bookkeeping for business owners.
Matthew B. Boersen
Managing Partner
Dual-certified CFP and CFA professional with leadership roles in financial industry boards. Recognized as Top 40 Under 40 Advisor. Specializes in comprehensive financial planning strategies.
Victoria Buffum
Chief Operating Officer
Finance expert with 9+ years in financial services. Enrolled Agent handling tax returns for wealth management clients. Active community volunteer and operations specialist.
David Lutz
Senior Wealth Advisor
Former corporate finance executive with 33 years of industry experience. Currently pursuing CFP certification. Specializes in business acquisition strategies and intergenerational wealth planning.
Questions
What tax services do you offer for businesses?
We provide business tax preparation, payroll processing, W-2/1099 filings, and strategic tax planning to minimize liabilities for companies of all sizes.
How do your bookkeeping services benefit small businesses?
Our bookkeeping solutions reduce administrative burdens through bank reconciliations, financial reporting, and cash flow management, allowing business owners to focus on growth.
Can you help with retirement planning strategies?
Yes, we offer retirement planning services including tax-efficient withdrawal strategies, IRA management, and personalized investment planning for pre-retirees.
What are your office hours?
We operate Monday-Thursday 9 AM-5 PM, Friday 9 AM-4 PM. Closed weekends. Virtual consultations available outside regular hours.
Do you serve clients outside West Michigan?
While based in Jenison, MI, we serve clients nationwide through virtual consultations and digital document management systems.
Reviews (4)
Cory Hodgson
Apr 11, 2021
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I have used Jenison Accounting for many years with 100% satisfaction. They are professional and keep up to date with the latest tax codes and rules. They take good care of me and my finances.
Nicolas H.
Apr 06, 2021
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They've been doing my personal and business taxes for a few years now. Great to work with and friendly!
Josiah Samy
Mar 06, 2021
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We had an incredible experience working with Victoria for our income tax preparation. She helped walk us through the options on how to maximize our deductions, and even helped us save money along the way. The process was very quick and efficient, and I was very happy with the professionalism and amazing service we received.
Kyle Hanges
Jan 17, 2021
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The team here is very quick to respond and great at what they do! I recently had a problem I needed solved and Victoria got it sorted out and fixed very quickly and kept me up to date as she went. They are top notch!