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.

When you file your 2025 income tax return, you can deduct your charitable donations only if you itemize deductions. But ...
02/18/2026

When you file your 2025 income tax return, you can deduct your charitable donations only if you itemize deductions. But beginning with donations made in 2026, people who take the standard deduction instead of itemizing can claim a charitable deduction of up to $1,000 ($2,000 for married couples filing jointly). Only “cash” donations qualify, but the definition may be broader than you think. It includes gifts made by debit or credit card, check, ACH, online payment platform and payroll deduction. Call us at (269) 926-2191 to discuss what you can deduct on your 2025 return and your donation strategy for 2026.

Your financials reveal where your business has been … and where it can go next. We can read the numbers and translate th...
02/17/2026

Your financials reveal where your business has been … and where it can go next. We can read the numbers and translate them into clear insights, helping you solve challenges, identify opportunities and plot out happy endings to your strategic objectives. Call us today at (269) 926-2191 to schedule a consultation.

You may have heard you need at least $1 million (or $750,000 or $3 million or another number) saved before you retire. T...
02/16/2026

You may have heard you need at least $1 million (or $750,000 or $3 million or another number) saved before you retire. The truth is, “your number” is specific to you. How much you need for a secure and fulfilling post-work life depends on factors such as your current income, your desired retirement lifestyle and whether you hope to leave a legacy to heirs. Contact us (269) 926-2191. We’ll review your situation together and come up with a retirement savings plan — including a number.

The IRS and the Security Summit are warning taxpayers that during tax filing season identity thieves are poised to scam ...
02/13/2026

The IRS and the Security Summit are warning taxpayers that during tax filing season identity thieves are poised to scam people into sharing personal information to file false tax returns and steal refunds. Specific threats include phishing emails and smishing texts, where the thief impersonates a legitimate organization in the tax community, such as the IRS, a state agency or a tax software company, to try to convince the target to provide personal information, click on harmful links or send money. Having an Identity Protection (IP) PIN can protect taxpayers from tax-related identity theft. Anyone with an SSN or an ITIN can get an IP PIN. For more information, contact us at (269) 926-2191.

Writing a comprehensive business plan is an absolute imperative when launching a business. But it’s also important for r...
02/11/2026

Writing a comprehensive business plan is an absolute imperative when launching a business. But it’s also important for running one. Why? Because your business plan can help you see into the future. As long as it’s properly structured, adheres to sound strategies and contains accurate data, a business plan should spell out in black and white what your company will accomplish and how it will get there. Contact us at (269) 926-2191 for help determining whether your business plan is still the crystal ball it needs to be.

As the 2025 filing season gets underway, it’s a smart time to also look to the future. Major tax law changes take effect...
02/10/2026

As the 2025 filing season gets underway, it’s a smart time to also look to the future. Major tax law changes take effect in 2026, and proactive planning now can help you avoid surprises later. While we’re preparing your current return, let’s also review your broader tax picture and identify opportunities that may benefit you in the year ahead. Have questions or want to schedule a planning session? Call us at (269) 926-2191.

The IRS considers a paper return that’s due April 15 to be timely filed if it’s postmarked by midnight. Sounds straightf...
02/09/2026

The IRS considers a paper return that’s due April 15 to be timely filed if it’s postmarked by midnight. Sounds straightforward, but let’s say you mail your return with a payment on April 15, and the envelope gets lost. You don’t figure this out and refile until a couple of months later. Despite your efforts to timely file and pay, you can still be hit with both failure-to-file and failure-to-pay penalties. One way to minimize this risk is to use certified or registered mail or an IRS-approved private delivery service. A better way is to work with a tax professional who’ll e-file your return and help ensure you claim every break you’re entitled to while staying compliant with tax law. Contact us at (269) 926-2191 to start your 2025 return.

When natural disasters strike, tax deadlines shouldn’t add to your stress. Generally, taxpayers have had three years fro...
02/06/2026

When natural disasters strike, tax deadlines shouldn’t add to your stress. Generally, taxpayers have had three years from the April filing deadline for the tax year to claim a credit or refund for overpaid taxes. But when the IRS extended filing deadlines for disasters such as wildfires, floods or hurricanes, the three-year period didn’t always adjust accordingly. The Disaster Related Extension of Deadlines Act, signed into law on Dec. 26, 2025, addresses this issue. Now, when the IRS extends filing deadlines due to federally declared disasters, the period to claim refunds and credits is also extended. The new law also aligns payment deadlines with filing relief. Call us (269) 926-2191 at with questions.

Filing your income tax return early can help protect you from tax refund fraud, a scam in which thieves file bogus retur...
02/04/2026

Filing your income tax return early can help protect you from tax refund fraud, a scam in which thieves file bogus returns using victims’ Social Security numbers. It can cause big headaches and delay legitimate refunds. But if you file first, it will be the return filed by a potential thief that will be rejected, not yours. Call us at (269) 926-2191 to get your return preparation started.

Credits provide powerful tax savings potential because they reduce taxes dollar for dollar. (By contrast, deductions onl...
02/03/2026

Credits provide powerful tax savings potential because they reduce taxes dollar for dollar. (By contrast, deductions only reduce the amount of income subject to tax.) A wide variety of credits are available to businesses. You may be eligible to claim some on your 2025 tax return. And you can take steps this year to increase your eligibility for credits when you file your 2026 return next year. We can help identify the credits you’re entitled to for 2025 and plan your business’s tax strategy for 2026. Call us at (269) 926-2191 to set up an appointment.

Income investments can play a key role in a diversified portfolio, so it’s important to be aware of their tax treatment....
02/02/2026

Income investments can play a key role in a diversified portfolio, so it’s important to be aware of their tax treatment. Qualified dividends are taxed at favorable long-term capital gains tax rates. But interest income is generally taxed at ordinary income rates, which can be as high as 37%. So stocks that pay qualified dividends may be more attractive tax-wise than other income investments, such as CDs and taxable bonds. We can help assess the tax consequences of your investment strategy. Call us at (269) 926-2191.

The IRS has issued the 2026 cents-per-mile rates for calculating tax-deductible vehicle operating costs. Effective Jan. ...
01/30/2026

The IRS has issued the 2026 cents-per-mile rates for calculating tax-deductible vehicle operating costs. Effective Jan. 1, 2026, the standard mileage rate for the business use of a car, van, pickup truck or panel truck is 72.5 cents per mile. (This is up from 70 cents per mile for 2025.) The 2026 rate for medical or eligible moving purposes is 20.5 cents per mile. (This is down from 21 cents per mile for 2025.) For charitable driving, the 2026 rate is 14 cents per mile (unchanged from 2025). These rates apply to gasoline- and diesel-powered vehicles as well as electric and hybrid ones. To protect your deduction, don’t forget to keep detailed mileage records. Contact us at (269) 926-2191 for more information on when mileage is deductible.

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

Alerts

Be the first to know and let us send you an email when Tri County Bookkeepers & CPAs posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to Tri County Bookkeepers & CPAs:

Share

Share on Facebook Share on Twitter Share on LinkedIn
Share on Pinterest Share on Reddit Share via Email
Share on WhatsApp Share on Instagram Share on Telegram