Tri County Bookkeepers & CPAs

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.

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying...
04/20/2026

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying cry for employees and a powerful marketing tool that attracts customers and drives revenue. So, whether you’re writing one for the first time or revising it during a rebrand, craft yours carefully. It can have a surprising impact on your bottom line. Please call us at (269) 926-2191 for help aligning your company’s core purpose with its financial parameters and strategic objectives.

The IRS has launched a new “Report Fraud” webpage to simplify confidential reporting of suspected tax fraud or scams. It...
04/17/2026

The IRS has launched a new “Report Fraud” webpage to simplify confidential reporting of suspected tax fraud or scams. It consolidates multiple IRS fraud-reporting options into a single location, allowing taxpayers to report suspected scams, tax evasion or other tax-related misconduct in one place. This is the initial phase; the IRS plans to further streamline fraud reporting by reducing the number of forms, automating processes and adopting modern case‑management tools. We’re here if you have questions. Call us at (269) 926-2191.

Do you dream of retiring early? As in, really early? So do adherents of FIRE (Financial Independence, Retire Early). Man...
04/15/2026

Do you dream of retiring early? As in, really early? So do adherents of FIRE (Financial Independence, Retire Early). Many FIRE followers aim to retire in their 40s or even 30s! They make it happen by saving at least 50% of their current income, which some maximize by working second jobs. Obviously, this requires discipline and planning. But if early retirement is a priority, call us {Phone%} so we can help you make it happen.

In strategic planning, it can be hard for business owners to step back and evaluate opportunities objectively. An extern...
04/14/2026

In strategic planning, it can be hard for business owners to step back and evaluate opportunities objectively. An external advisory board can offer fresh, independent perspectives and seasoned guidance, especially when handling high-stakes, complex transactions. A board’s involvement can elevate professionalism, strengthen credibility with stakeholders and support smarter long-term decisions. Contact us at (269) 926-2191 to explore how creating an advisory board, or optimizing your current one, can help your business grow.

An IRS levy is a legal action that allows the agency to seize your property to pay a tax debt. This can include taking f...
04/13/2026

An IRS levy is a legal action that allows the agency to seize your property to pay a tax debt. This can include taking funds from your bank accounts, garnishing your wages or claiming other assets, such as your car or house, to cover your tax balance. Levies don’t happen without warning. They generally happen after multiple notices and missed deadlines. Additionally, the IRS must send you a Final Notice of Intent to Levy and give you the right to request a hearing. If you receive notice of a levy, don’t ignore it! Acting quickly may help you prevent or release a levy. We’re here to help. Call us at (269) 926-2191.

The IRS issued interim guidance on the new special depreciation allowance for qualified production property under tax le...
04/10/2026

The IRS issued interim guidance on the new special depreciation allowance for qualified production property under tax legislation signed into law in July of 2025. The guidance defines qualified production property and activities (such as certain manufacturing, chemical production and agricultural production), explains how to determine the allowance, and outlines how and when to elect it. It also addresses depreciation recapture if the property no longer meets the requirements. Eligible taxpayers can deduct up to 100% of the unadjusted basis of qualified production property placed in service after July 4, 2025, and before Jan. 1, 2031. Contact us at (269) 926-2191 if you have questions.

An estate plan helps ensure that your assets are distributed according to your wishes. It also can minimize taxes, safeg...
04/08/2026

An estate plan helps ensure that your assets are distributed according to your wishes. It also can minimize taxes, safeguard your minor children and support your charitable goals. If you haven’t reviewed your estate plan recently, call us at (269) 926-2191. We can help assess whether revisions are needed due to tax law changes or a major life event. If you don’t have an estate plan yet, we can help you get started.

Historical financial statements show where your business has been, but forecasts and projections help you plan where it’...
04/07/2026

Historical financial statements show where your business has been, but forecasts and projections help you plan where it’s going. These terms aren’t interchangeable. A forecast reflects management’s best estimates of future financial results based on expected conditions and planned actions. Some businesses may even share forecasts with their lenders and investors. By contrast, a projection explores hypothetical “what if” scenarios under alternative assumptions and can be particularly beneficial for internal planning and decision-making. Contact us at (269) 926-2191 to determine the right approach for your business needs.

No two taxpayers are exactly alike — so your tax strategies shouldn’t be either. Our firm provides customized tax planni...
04/06/2026

No two taxpayers are exactly alike — so your tax strategies shouldn’t be either. Our firm provides customized tax planning for individuals and businesses. We can identify opportunities to reduce taxes in your specific situation while helping you stay compliant with changing tax laws. Call us at (269) 926-2191 to get started.

You’ll receive a CP24 notice if the IRS reviews your tax return and determines you’re due a refund that differs from wha...
04/03/2026

You’ll receive a CP24 notice if the IRS reviews your tax return and determines you’re due a refund that differs from what you originally claimed. This often happens because the IRS corrected a math error, applied a payment or credit differently, or offset a refund to pay another tax liability. The notice explains what changed and how the refund was calculated. Generally, no response is required if you agree with the adjustment; your adjusted refund will be issued automatically. But if you disagree or don’t understand the change, it’s important to review the notice carefully and respond by the deadline. We can help you determine whether the IRS adjustment is correct and advise on next steps. Call us at (269) 926-2191.

It’s almost never too late to start planning for retirement. Whether you already have large 401(k) or IRA balances or ar...
04/01/2026

It’s almost never too late to start planning for retirement. Whether you already have large 401(k) or IRA balances or are starting from scratch, we can help craft a strategy that reflects your personal situation and addresses your goals. So start thinking about what’s important to you: Building a big nest egg, reducing income tax liability, something else … We’re here to help make it possible!

It’s a winning combination. You bring the mission, vision and strategic objectives; we bring savvy tax planning, accurat...
03/31/2026

It’s a winning combination. You bring the mission, vision and strategic objectives; we bring savvy tax planning, accurate bookkeeping, reliable accounting and proactive business advice. Our financial expertise can help you achieve strong compliance, make informed decisions, and strive for long-term growth and profitability. Call us today at (269) 926-2191 to schedule a consultation.

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

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