*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
6900 N Haggerty Rd
Canton Township, Michigan 48187
I've been working with Schultz & Associates for the past 2 years for both personal and business taxes & bookkeeping. It has been great to work with both Jeff and DJ. Their knowledge and communication has been wonderful. If you are looking for personal or business services I would highly recommend reaching out to them!
I've had a great experience working with Jeff Schultz at Schultz & Associates. I've entrusted them with doing my taxes since 2009. That year I had just come back to the US to start medical school after working abroad for 1 year. I wanted help dealing with the intricacies of filing taxes with foreign income, and Jeff Schultz was highly recommended to me by a fellow medical student. Jeff took his time to look through the details of filing my return that year, and I was impressed by his thoroughness and dilige
Although I was not a client of his, when I talked to Jeff by phone last year he was very helpful answering my questions and suggested I contact him again if I needed help at tax preparation time. When I called recently for an appointment he was able to schedule time within two days and my meeting with him was a great help. I found him very knowledgeable, professional and helpful and would trust his expert advice. A great experience at this difficult tax time.
It has been hard to find reliable and time efficient tax preparers in the past, but over the last 2 years I have drove over 180 miles to get my taxes done here. They have always been able to find a way to get more money back to me than your H&R Blocks and Turbo Taxes. This is well worth the drive and will do so over and over again. I highly recommend the people of "Schultz & Associates" and look forward to doing more with them over the years.
I have trusted Schultz & Associates with my tax preparation, planning and filing for nearly 10 years. Jeff Schultz and his talented team of professionals have handled even the toughest of my returns. I would definitely recommend Schultz & Associates if you have any tax needs. They are very professional, great to work with and provide excellent service. I will definitely be back again next year and I highly recommend them!
I came to Jeff after 3 months working with audit protection from Turbo Tax. My taxes were filed incorrectly and turbo tax was unable to correct the error. Jeff solved the problem in about 45 minutes. He was fast, efficient and knowledgeable. He organized all the papers I needed to send and made everything extremely easy. He is a down to earth and trustworthy person. I will be using him for all my tax needs. I highly recommend his services.
Schultz & Associates has been doing our taxes for over 10 years and we've always been happy with the results. Nothing but great things to say about this group...I've recommended them to several people. They are always willing to answer questions and they take the time to walk you through your documents if you need them too. I love that you can submit everything to them electronically just by uploading your documents to your own secure online tax organizer...very easy and efficient. We highly recommend Sc
Jason helped me prepare my tax return and did an excellent job. He was responsive to my questions and helped me explore a few different scenarios. I file my returns as married filling separately and so my tax situation is non-standard. He guided through the process and everyone was timely and responsive.
I am a resident of Canton Township and Looking for advice on a specific question so I called this establishment. I was super impressed on the prompt response and helpful advice given. I feel very confident in having them take care of our tax service needs next season. Highly recommend. Thanks again for your kindness and professionalism! Janet Hayes
I know nothing about taxes besides the fact that I have to file. I called Schultz & Associates, and had an appointment that day. They sat down with me, prepared my return, and explained it to me in a way that I could understand. I would recommend giving Schultz & Associates a call if you have any tax needs. Their staff is young and motivated. Great service, great experience, and I will be coming back next January!
Very professional, polite and quick. I gave them my tax information on a Friday morning, and before noon someone was calling me to let me know my returns were done and ready to pick up. I was surprised how fast the turnaround was. I would highly recommend Schultz and Associates to anyone that has accounting needs.
Jeff took time out of his busy day to look over the return we had prepared ourselves, helping us to understand why it was so different than the previous year. He explained to us how it was correct and showed us why. He also gave us advice on how to decrease our tax bill next year! Very friendly, very helpful, and very professional! Wouldn't hesitate to go back!
Jeff is so awesome highly recommend!!!
Everyone here was very professional and super helpful. I had a great experience. My wife and I had our taxes done with Mr. Lira in less than a week and everything went smoothly. I highly recommend their services to anybody who's looking for experienced professionals who will treat you as a priority.
Very knowledgeable team of folks. I have used Schultz & Assoc. for several years, assisting with tax preparation for my small business and my personal taxes. Very easy to work with and are always willing to go the extra mile. I highly recommend this firm.
We have been clients of Schultz and Associates for a few years . They have helped us stay organized with our bookkeeping and our taxes get paid on time. We would recommend them to everyone. Dave & Melissa Coughlin Owners at Lucky Hair Company
Wonderful Team! Jeff and Steve have been great in helping me with all my tax needs over the years. A very knowledgeable, and professional bunch. I would highly recommend their services.
These guys have been instrumental in me building a multi million dollar business. Not only do they do my accounting and book keeping for an amazing rate. Jeff Schultz personally advises me on growth strategies, potential mergers, banking and even helped put together a program for me on employee compensation. These guys make themselves available 24 hours a day. I have their cell phones and any time I am in a jam they come to the rescue.
This was my first time taking my taxes to a CPA and I had a great experience. Jeff was extremely helpful and he taught me some things I didn?t know. I will be back next year.
Mr. Schultz was a breeze to work with. Even in tax crunch time, his office was pleasant and helpful, and Mr. Schultz himself was amazingly speedy, efficient, and used simple words and terms to explain my options. I couldn't be happier and would urge you to consider hiring this firm.
Excellent and timely tax preparation and filing. Associates are friendly and very knowledgeable. I will use Schultz & Associates for all my future accounting needs and will refer all of my family and friends to them.
Taxes are a foreign language to me, and I was able to receive the help that I needed! Jason Lira was so accommodating and took the time to explain things that I was unsure of. Thank you so much! I feel a huge weight lifted from my shoulders after receiving their assistance!
Jeff is very knowledgeable and efficient. I've trusted him with my company's taxes for the past three years, and will continue to do so for a long time!
Jeff was friendly, professional and knowledgeable. Super helpful when filing for my small business for the first time and explained things in a way I was able to understand. Thank you!
Wonderful service. The staff is friendly and professional. They really helped me with my tax issue and answered all of my questions. I will be using their services for all my future tax returns.
Excellent service and a quick turn-around on preparing my tax returns. The staff is very professional and knowledgeable. I highly recommend the firm.
.I DON'T WANT YOU TO GO THRU WHAT I DID! When I confronted him after a year ,with no progress made,he just started yelling at me.9/18/19...guys still playing games,changing addresses 3 yrs later?what is your problem? As for your response, noone cares about your feelings,quit trying to justify YOUR WRONG DOINGS
Jeff Schultz helped me rationalize a real estate investment decision I was struggling with .. professional services, I will continue to use Jeff for taxes and knowledgeable advice
Our affiliated Company is equipped to handle normal transactional tax and accounting. The firm is also big enough to handle the most complicated tax issues.
Had them complete my tax forms for me. Very friendly staff and well informed. Referred them to all my family and now theyre helping save the family business some money!
A++ team here. We walked into their office 5+ years ago with our taxes in complete disarray. Without their help over the year with our multiple business I don't know where'd be! Very professional and masters at their craft!
Jeff was incredibly professional and helped save me a small fortune with expert advice and tax knowledge.
Great firm, easy to work with. Helped with every step of tax preparation and business set-up. Highly recommended!
Jeff and his team were easy to work with and processed our tax return within a week.
they've been very helpful the last couple years filing my taxes. Highly recommended!
Jeff is very personable, I enjoyed working with him!
Cant say enough good about Jeff, the Plymouth Kiwanis Foundation appreciates all his hard work he provides!
Polite and professional service. My tax return was done quickly and done right. Will be using them again.
Very knowledgable and sharp! Unraveled and deduced a complex scenario into meaningful and practical advice. Most highly recommended!
Highly Recommend! Friendly and trustworthy staff, I always count on them to do my taxes right.
Although I am not a client, Jeff took my call promptly and was extremely helpful in advising me.
They are the absolute BEST!!!! I trust them with me MONEY and LIFE. One is worth more... .
Great accountant! Always responds quickly to questions. Friendly and reliable!
Best with me for many years.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.