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Tri County Bookkeepers & CPAs

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Saint Joseph, MI
Tri County Bookkeepers & CPAs

Tri County Bookkeepers and CPAs is licensed in MI specializing in accounting and tax. Our Strength. Your Numbers. Accounting is what we do best.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We will happily offer you a free consultation to determine how we can best serve you. We offer a broad range of services for business owners, executives, and independent professionals.

12/26/2025

If you’re looking for last-minute ways to lower your 2025 tax bill, consider prepaying some education costs. Taxpayers may be able to claim an American Opportunity Tax Credit (AOTC) of up to $2,500 per student for expenses paid in 2025, as long as classes begin by March 31, 2026. Costs related to tuition, course materials and certain equipment for coursework at a college, university or trade school generally qualify. You, your spouse or your dependent must be enrolled at least half-time in a degree or certificate program. Income limits and other restrictions apply. But if you don’t qualify for the AOTC, you might be eligible for the $2,000 Lifetime Learning Credit. To learn more, call us at (269) 926-2191.

12/24/2025

Starting in 2026, tax law changes could increase the risk of getting hit by the alternative minimum tax (AMT). This is especially true for high earners. At least some income-based phaseout thresholds for the AMT exemption will drop, and the exemptions will be phased out twice as fast as in 2025. Add to that the impact of larger state and local tax deductions (which aren’t AMT-deductible), and more taxpayers could face the AMT. Call us at (269) 926-2191 for help assessing your risk and finding strategies you can implement now to minimize your taxes.

12/22/2025

Your business can claim a tax credit for qualified expenses paid or incurred when providing child care for employees. Beginning in 2026, the One Big Beautiful Bill Act increases the percentage of qualified expenses that can be taken into account for purposes of claiming the employer-provided child care credit. It also increases the maximum credit. Contact us at (269) 926-2191 with questions.

12/19/2025

Does your business provide relocation benefits for employees? Under current tax law, employers can deduct payments to employees for relocation costs, such as moving services, storage expenses and transportation. But these amounts are generally taxable to employees, except for active-duty military personnel. That means employers are required to include relocation benefits in the employee’s gross income and withhold and pay applicable payroll taxes on the payments. 2025 legislation made this tax law provision permanent, but it added another exception for “intelligence community members” that starts in 2026. Contact us if you have questions.

12/17/2025

Sure, 401(k) plans can help you save for a secure retirement. But they may offer another important benefit — hardship withdrawals. If you need emergency cash for medical bills, tuition or funeral costs (among other eligible expenses), you may be able to withdraw funds from your 401(k) account. Unlike loans, hardship withdrawals don’t have to be repaid. But you'll need to pay income tax and possibly a 10% early withdrawal penalty. Contact us (269) 926-2191 for details.

12/16/2025

Looking to reduce your tax bill and benefit a family member? If you have appreciated or dividend-producing investments, consider transferring them to an adult child in the 0% long-term capital gains tax bracket. Your son or daughter may be able to sell those assets and pay no federal tax on the gains or receive dividends free of federal tax. This strategy can be powerful, but it comes with some fine print. Let’s talk about how it could work in your situation. Contact us at (269) 926-2191.

12/15/2025

A revocable trust (sometimes known as a “living trust”) can provide significant benefits. They include the ability to avoid probate for the assets the trust holds and to facilitate the management of your assets in the event you become incapacitated. To obtain these benefits, you must fund the trust by transferring the title of assets to it. Assets not held by your revocable trust may be subject to probate and will be beyond the trustee’s control in the event you become incapacitated. Contact us at (269) 926-2191 with questions about the financial and tax aspects of your estate plan.

12/12/2025

The new tax law introduced deductions for qualified tips and qualified overtime compensation. Specifically, for 2025 through 2028, it creates a deduction of up to $25,000 for tips income in certain industries. It also creates a deduction of up to $12,500 ($25,000 for joint filers) for qualified overtime pay. Because employers and payors may not yet have adequate procedures to comply with the new rules, the IRS has designated 2025 as a transition period and is providing penalty relief. Notice 2025-62 offers relief to employers and payors for not filing correct information returns and not providing correct payee statements to employees and other payees. For more information, call us at (269) 926-2191.

12/10/2025

Do you owe taxes you can’t pay? Don’t assume you’re out of options. We can negotiate with the IRS on your behalf to discuss the possibilities, such as a tax payment plan that works for you. Contact us at (269) 926-2191 for help.

12/09/2025

College costs like tuition, books, computers and, generally, room and board have long qualified for tax-free 529 plan withdrawals, with no annual limit. For elementary and secondary school expenses, the limit has been $10,000 per year per student, with only tuition qualifying. Starting with expenses incurred after July 4, 2025, additional K–12 expenses like books and instructional materials also qualify, with the cap increasing to $20,000 per year in 2026. Also effective after July 4, 2025, certain credentialing programs qualify. Call us at (269) 926-2191 to discuss how to make the most of 529 plans.

12/08/2025

Are you suffering from “retirement sprawl?” You might be if you’ve switched jobs several times and left 401(k) plan accounts behind. You may even have a few traditional or Roth IRAs out there. Over time, having many accounts can make managing and tracking retirement investments increasingly difficult. So it’s time to round up those accounts and consolidate them! Contact us at (269) 926-2191 for advice on avoiding negative tax consequences in the process.

Address

2525 Lake Pine Drive, Suite A
Saint Joseph, MI
49085

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+12699262191

Website

http://tricountybookkeepers.com/

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