Business Details
Your Trusted Accounting Partner in Monroe, MI
At Cooley Hehl Wohlgamuth-Carlton, we deliver comprehensive accounting, tax, and financial advisory services tailored to individuals and businesses across diverse industries. Our team prioritizes personalized solutions to address unique client needs, combining deep expertise in tax law, financial planning, and regulatory compliance to optimize outcomes. We specialize in guiding clients through complex tax strategies, minimizing liabilities, and maximizing cash flow while maintaining accuracy in financial reporting. Our assurance services focus on strengthening internal processes, enhancing efficiency, and supporting long-term business growth through audits, reviews, and strategic advisory.We offer specialized support in estate and trust planning, QuickBooks implementation, payroll management, and cash flow analysis, ensuring clients maintain financial clarity and operational success. With a commitment to continuous learning, we stay ahead of evolving tax codes and technological advancements to provide actionable insights. Our client-centric approach fosters trust and transparency, aiming to build lasting relationships that align with each client's financial goals and regulatory requirements.
Services
Tax Planning
Audits
Bookkeeping
Payroll Services
Estate Planning
QuickBooks Support
Financial Projections
IRS Representation
Cash Flow Analysis
Entity Restructuring
Highlights and features
- We provide personalized tax planning strategies to minimize liabilities.
- Our team offers QuickBooks training and support for efficient financial management.
- We specialize in IRS representation during audits and compliance reviews.
- Our assurance services enhance financial accuracy and operational efficiency.
- We deliver tailored estate and trust planning to secure your financial legacy.
Associations and certifications
- CPAs
Services
Tax Management Services
Our Tax Management Services help clients navigate complex tax regulations to minimize liabilities and maximize savings. We analyze individual and business financials to create customized strategies aligned with evolving tax laws. Clients benefit from proactive planning that enhances cash flow and ensures compliance.
Audits and Reviews
We conduct thorough audits and reviews to verify financial accuracy and regulatory compliance. Our team examines account balances, transactions, and internal controls to provide assurance to stakeholders. These services help businesses maintain transparency and build trust with investors and lenders.
QuickBooks Assistance
Our QuickBooks experts offer setup, training, and ongoing support to optimize financial workflows. We ensure proper implementation for accurate reporting and efficient day-to-day accounting. Clients gain reliable financial insights to inform business decisions.
Estate Planning
We assist in creating comprehensive estate plans to ensure smooth asset transfer and tax efficiency. Our guidance covers wills, trusts, and probate strategies to protect client legacies. Families receive tailored solutions to minimize posthumous financial burdens.
Payroll Services
Our Payroll Services streamline payroll processing, tax filings, and compliance reporting. We implement automated systems to reduce administrative burdens while ensuring accurate employee payments and regulatory adherence. Businesses save time and avoid costly errors.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, tax planning, bookkeeping, payroll services, and financial advisory tailored to individual and business needs.
Do you assist with QuickBooks setup and training?
Yes, we offer QuickBooks installation, customized setup, one-on-one training, and ongoing support to optimize your accounting processes.
Can you represent me during an IRS audit?
Yes, our team provides professional IRS representation to guide you through audits and resolve tax-related inquiries efficiently.
What estate planning services are available?
We offer trust and estate planning, including tax strategies, wills, and probate guidance to ensure asset protection and smooth succession.
How do you support business mergers or acquisitions?
We analyze financials, assess tax implications, and advise on structuring deals to ensure favorable outcomes during mergers, acquisitions, or sales.
Reviews (3)
Dwain Brown
Aug 24, 2021
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Lady at counter is super rude tried to tell me I'd be red flagged if I didn't let them do my taxes after they tried giving me my lowest refund ever I told them they are not doing my taxes took them somewhere else got.twice as much as what they told me and paid less these guys are not pros they are frauds the so called best tax person they had couldn't do basic 6th grade math and they are still trying to charge me when they didn't do my taxes steer clear of this place
Janet Grimm
May 06, 2020
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A timely consultation with Deb Sabo, CPA, put us on the right track and saved us some $'s, regarding the sale of our "up north" cottage. Her insights and professional advice were excellent, in my view.
Jacie Herndon
Apr 22, 2020
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Tax preparer mistyped my daughters social security now she has to have a pin every time we file. As a result we didn't get our taxes for 9 months with no refund or apology. Also, they refuse to give our paperwork back to file this year so if you want your taxes messed up come here!
