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Services

TTA – Traverse Tax & Accounting, in Traverse City, Michigan, combines experience, talent, depth, and technology with a high degree of personal service, resulting in an unmatched client experience. We offer comprehensive solutions to all of your business and personal financial management needs.

Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.

  •  Assurance—Trust that your accounting work is processed accurately and in a timely manner.
  •  Time savings—Take back all of those hours spent in processing bookkeeping work…and put them toward advancing your business.

Outsourced Accounting Services

Our business management services were designed to provide you with the right financial information at the right time—delivered in business-owner-friendly language.

We’ll meet with you regularly to discuss your financials and offer deep insight into your data via business-critical and highly customized reports, including budgeting and tax planning. We’ll also track and provide deep analysis of revenue and profits, expenses, payroll, credit card fees, cash flow, and unique KPIs (Key Performance Indicators). It’s like having a CFO…but at a fraction of the cost!

Services available to you:

• Budgeting
• Revenue analysis
• Expense analysis
• Payroll analysis
• COGS (Cost of Goods) analysis
• Tax planning and projections
• Strategic Planning

Income Tax Preparation

• Year-round individual and corporate tax preparation
• Confidential, personal service
• Electronic filing and direct deposit
• Competitive rates

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs through research and sound analysis. Traverse Tax & Accounting is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area’s business community for years, and pride ourselves on the level of esteem we have earned.

Consulting

• Entity structure evaluation
• New business start-ups
• Tax analysis and planning
• Computer/software

Our dedication to hard work has earned the respect of businesses and financial communities. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Traverse Tax and Accounting receive competent and timely advice.