*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.*
116 E Main St Suite B
DeWitt, Michigan 48820
Consistently excellent service, highly skilled and competent tax professionals who care about their clients. I have been a client for years and completely trust the service from Julie Young! She?s wonderful!
I am so thankful for the Dewitt team! They have been amazing in getting me on the books, answering all my questions, and completing my taxes. I will be a returning customer from here on out! Thank you!
I love Julie! She is straight forward, flexible and a pleasure to work with!!!
Love working with Julie Young! Have been working with her for several years. Great communicator and efficient at getting the annual process complete. Previously used a national firm that made several mistakes in prior tax years; Julie has helped me work through all of these situations successfully. Strongly recommend.
Julie has been doing my taxes ever since I began in Real Estate 5 years ago. When I say she's the best, I mean it. Her knowledge and expertise is second to none. She's quick, efficient and is available on the phone when/if I need her even for a couple seconds. I wouldn't use anybody else. Thanks Julie!
I've worked with Julie Young and Simplified Tax for over 10 years. My expectations have always been met and exceeded. She is reachable, knowledgeable, professional budget conscience and worth every penny that I've paid over the years. My businesses range from Real Estate to Mortgages as I've had them prepare compiled and Audited financials along with City, State and Federal Tax Returns, I'm always satisfied with their work. It doesn't matter what business my clients are in I always refer them to Simpli
Julie is amazing! She was very helpful and was able to answer all of my questions regarding our pensions and social security withholdings. She is definitely an accountant you can trust. She goes out of her way to provide professional, informative advice to help you get the most out of your tax return. I would definitely recommend Julie Young!
The last couple years I have been the Treasurer of our golf club and and we have needed significant ?hand holding? during that time period. Julie Young went way beyond expectations in working with us... and, having to work with me!! Her expertise, calm demeanor and ability to sort out complex issues, paved the way for us to get out of financial challenges. I am a big fan of Julie and Simplified Tax and recommend HIGHLY!!
Called and inquired about setting up an appointment, receptions was rude and unhelpful and Julie never returned phone call. Would never even attempt to use after that experience
We switched accounting firms in 2016 to Simplified Tax and Accounting and it was one of the best moves we have made yet! We were looking for a long term solution to all of our accounting needs and found a home with Simplified. Julie and her team take outstanding care of us and are extremely quick to respond to our needs as a business. Simplified now handles my business, payroll and personal accounting needs. The employees at our office were been so impressed with the Simplified Team that they switched to Ju
We?ve been with Simplified for 2 years and have had a great experience. Julie asks the right questions to help us maximize our deductions. She had the heart of a teacher so she explains why we do things a certain way. Every time we sit down with her we feel that she has our situation in mind and is fully engaged. She also has great communication skills! We get answers back quickly!
I have had the pleasure of working with Julie Young, CPA for over 10 years. She takes care of my personal income taxes as well as our investment firm, property holdings company and non-profit. I also refer many of our clients, friends and family to her as I trust her implicitly. I am blessed to have her in my life and look forward to working with her for many years to come!
Julie Young is an absolute pleasure to work with! Her knowledge of IRS regs and her proactive approach have have been lifesavers for our family. Julie has our trust and will be our tax preparer as long as we?re getting W2?s!!
We had a great experience. Julie did a great job. She was extremely knowledgeable and answered everyone of our questions, before we could even ask them. She helped us to obtain a refund. She also gave a great deal, 85 dollars off the quoted price for our taxes. Thank you Julie. You are an awesome tax lady, Praise Jesus!!!!!
Julie Young at Simplified is not only smart and tax savvy, she is invested in our local community and is a champion for small business! As a relatively new business she is always available when I have questions! Highly recommend!
I've worked with Julie for years - both for my business and personal accounting needs. She is very efficient, fair, and knows the tax code through-and-through. She is also very timely in her responses (whether it be email or phone) which is a testament to the way she prioritizes client service.
We started working with Julie just for taxes, as my husband is in the military so our taxes are a bit unusual. After meeting her, we chose to purchase a business, and she was, and continues to be such an amazing resource for everything from setting up our LLC, teaching me how to use quickbooks, looking at additional business opportunities, and so much more. I truly feel that she cares about not only our accounting needs, but more importantly, the success of our business.
Julie Young is great! She's done my family's taxes for many years. We enjoy working with her. She does a great job. I recommend Julie!
We have a complicated business and many questions. We DEPEND on Julie Young for her service. She's never let us down. I know that the service I recieve is both professional and correct. In this complicated time we feel that our tax issues are being met and that advise given is top notch. I'm approached by other places seeking my business but I politely tell them I'm all set.
I have never gotten a bill from Julie that I regretted.
I've worked extensively with Julie Young at the DeWitt office and she's very knowledgeable about taxes and bookkeeping as well as super kind and helpful. I highly recommend her for any of your CPA needs.
Great quick and easy! Fixed the mess that my old accountant created. Would highly recommend their services to anyone that want's their books done correctly!
After having a bad experience with a receptionist, I was called and reassured by Julie who took time to explain things with care and ensure I left the conversation happily and informe .
Julie does an awesome job at Simplified. She is very professional and helpful.
It's was great, Julie my CPA is the great thing since sliced bread.
We've been using Simplified Tax for years now, and they have always provided excellent, expert service.
I am a new customer and I am extremely happy with Julie at Simplified.
I could not get to office. I asked them to mail last years taxes. They agreed. Still waiting.
excellant fast service, and highly recommended
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.