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Philbert 2013

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MT. PLEASANT
805 N Brown St. Ste. A
Mount Pleasant, MI
48858

(989) 772-1209

MIDLAND
1515 E Commerce Dr. Ste. C
Midland, MI 48642

Recent Posts

Mike Harter on WCFX
2018 Year End Tax Planning
Mike Harter Host Meet the Financial Planner

Get to know us!

"Does your CPA speak your language? I enjoy solving accounting problems and helping my clients understand the processes they need to minimize such problems."

--Annette Clark
"Have questions about your account or statement? My focus is customer service and helping clients execute investment transactions."

--Bethany Disel
"Working abroad? You can have confidence in my ability to handle the complexities of working overseas. Know that I am available to answer your questions, even if you live in another state, another time zone or another country."

--Scot Smith
"Is Payroll giving you a headache? I am here to take the confusion out of payroll and make it simple for you."

--Melissa King
"Do you need to know what your business is worth? As a CVA I handle everything from estates to divorce to mergers and acquisitions. Count on me for prompt and professional service."

--Heather Graham
"Too time-consuming to make a trip into our office for help? I can save you time and money by using technology to remotely fix problems or just answer questions."

--Jennifer Wentworth
"Business valuation and litigation support are serious business. I take the time to put myself in your shoes and understand your needs. The best outcome is achieved when your business valuation expert truly understands your situation."
--Paul Murray
"Want more than just tax preparation? I have always told prospective clients that most anyone can provide accounting and tax services from a compliance perspective. Good CPAs provide tax saving strategies and other business insights to increase profitability."
--Gene Smith
"Does your business need financial direction? I will help you understand your financial reports and set reasonable expectations, both of which are key to making sound business decisions."

--Keith Frame
"Getting stuck in QuickBooks? I can get you unstuck, and help you learn the software to run your business more effectively."

--Tina Powell
"Tax season got you stressed? I am here to help get you through tax packets and documents, so you can walk away with the weight off of your shoulders."

--Sara Brubaker
"New to accounting or not sure what questions to ask? I understand those anxieties and am happy to answer your questions and put your concerns to rest."

--Anna Philbert
"Perplexed by tax documents? I am here to answer questions and help you understand the forms, packets of information and required payments our CPAs calculate for you."

--Shawn Theisen

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MT. PLEASANT (989) 772-1209 MIDLAND (989) 631-9500