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JW Accounting, LLC

JW Accounting, LLC

Reviews Summary

Trey receives consistently outstanding reviews for his accounting expertise, professionalism, and exceptional customer service. Clients praise his ability to simplify complex tax matters, provide proactive financial guidance, and offer personalized support for both personal and business needs. His responsiveness, thoroughness, and fair pricing make him a trusted, long-term solution for stress-free financial management. Many highlight how he transforms disorganized records into clear, forward-looking strategies.

About This Listing

Bookkeeping
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Contact Information

Address

8589 Gull Rd Suite 3

Richland, Michigan 49083

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Last year was my first year using Trey and JW Accounting for tax services and I couldn't have been more pleased! Trey was very thorough and completed everything in a timely manner. His great prices and exceptional customer service have earned him a life long customer. Well done JW Accounting!

I have known Trey personally and professionally now for a number of years. We are in the construction and general contracting business and we are very pleased with the professionalism and knowledge JW Accounting is able to provide us. Trey is very responsive and timely. I admire the fact that he doesn't leave any loose ends. I value customer service and tend to only leave reviews for those who really deserve it. I am always taken care of as though I am part of his family and I know my business is in good ha

I highly recommend working with Trey for all of your accounting needs. I?ve worked with Trey on my taxes for the past couple years now and will never go anywhere else! I?ve recently ventured into the small business world myself and his advice and expertise has been truly indispensable in the process. I feel so lucky to have an honest, trustworthy account I can count on year round.

Trey has been wonderful to work with. He has helped me understand how to track my financials and when to get submit my quarterly taxes on time. I'm a small business owner with very limited understanding of how taxes work and how to track my expenses but working with Trey has taken all of that stress off my shoulders.

Trey does an incredible job. JW Accounting has been handling our taxes for years. The rates are comparable to some of the online ?do it yourself tools?, but instead of doing it yourself you have a professionally certified and knowledgable human being doing it for you - so it?s a phenomenal value. Also our taxes recently became more complicated, which he was able to explain in a simple way, and run simulations throughout the year to ensure we would be covered at the end of the year.

I have for years used an online tax preparation software and would spend hours working on it and never felt totally confident it was being done right. Trey started doing my taxes 2 years ago and is very knowledgeable and gives me piece of mind. His prices are very comparable to the online tax software. He even meets with me during the year to make sure I am on track and there are no surprises on April 15th. Great to work with and very professional. Highly recommend!!

Can't say enough about how glad we are to have found Trey. We have used him for our business and personal accounting for a few years. When he first started we had a pretty big "mess" not only did he organize it, he has helped us transform our entire approach to accounting and now we are looking well into the future being proactive rather than what our typical reactive method. He offers many ideas and solutions for our business accounting and what's most important, he listens! He hears what we are hoping

Trey has been an absolute godsend to our small business. When Trey jumped on board he hit the ground running, and had the experience to pick our mess up right where we left off. He is responsive to every detail we request, and has great input when we aren?t sure. We hope to have Trey as our CPA for as long as we can. THANK YOU!!

Needed a document from them. Super grateful they got it to me on time! Time to go buy a house!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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