Tax Consulting and Retirement Plan Compliance You Can Trust
Keeping Tax Liabilities Low for Michigan Businesses
Our experts know ERISA and IRS rules and can help you create defined benefit and retirement plans that go the extra mile and help you keep your finances free to focus on what matters to your business.
Our Services
BUSINESS STRUCTURE & VALUATION
How does your business stack up? We compare your operations against the competition and analyze exactly where you stand.
TAX PLANNING & ANALYSIS
Tax brackets change and so do the rules. 2026 ushered in enormous changes to the tax code and our specialists are ready to help.
DEFINED BENEFIT PLANS THAT BENEFIT YOU
Playing catch up on retirement or looking for ways to lower your tax liability? Defined benefit plans could be the answer.
401K COMPLIANCE STRATEGIES FOR SUCCESS
2026 changed the rules for 401(k) plans. We know the secrets to surviving and thriving in the new compliance era.
Find Out What We Can Do for You!
We specialize in helping small and medium-sized businesses reach new heights in Michigan. Let's connect and see how the changes in the tax code can work for you!
What Our Clients Have to Say
- George H
"The help and advice I received were invaluable. As I approach retirement, it is great to have people on your side that are able to provide wisdom and counsel based...
- Larry S
"My experience working with David has been outstanding. David has a strong commitment to research and delivering thoughtful and comprehensive tax and financial planning strategies to his clients."