Your Petoskey CPA Firm of Choice for Tax Advisory and Preparation

Based in Petoskey, MI, Cornerstone CPA Solutions is Northern Michigan’s CPA Firm of Choice, offering personalized tax advisory and preparation services for small businesses, non-profits, and individuals. From our Petoskey location, we also serve Harbor Springs, Charlevoix, South Carolina (Hilton Head Island and Bluffton), and nationwide clients. Tax planning and compliance go beyond just income taxes, covering payroll, sales, property, and more. Our tax services take a holistic approach to your needs, evaluating and adhering to your various objectives, maximizing current tax benefits while minimizing potential risk exposure.

Tax Services

• Advisory: Strategic planning to reduce your tax burdens relative to your income streams and goals. There are times where maximizing current tax benefit may conflict with other objectives.
• Compliance: Accurate filings for corporations, partnerships, S-Corporations, Schedules C and E, non-profits, POAs and HOAs (CIRAs), and individuals.

Strategic Tax Solutions

Taxes are complicated, so we do our best to simplify your tax life from planning to compliance. We help you understand why things are the way they are, what your options are, and why certain things may not be advisable–including but not limited to “tax advice” so rampant on social media. Our services take a holistic and personalized approach, tossing out the “one size fits all” method entirely too prevalent within the tax industry.

Why Cornerstone CPA Solutions?

As Your CPA Firm of Choice, we offer a level of services that is difficult to find elsewhere:

• Personalized Services: A smaller, select client base combined with greater adaptability deepens our relationships with clients. Our services are tailored to your unique needs while providing you access to an experienced controller. Plus, we actually know who you are when you call or we run into you in the community!
• Clear Communications and Support: Prompt responses and turnaround are intended to disrupt the accounting profession’s reputation for impersonal and unresponsive services.
• No Geographical Barriers: Leveraging modern technology, we serve clients virtually across the U.S. and in-person in Petoskey, Harbor Springs, and beyond.

Contact Your CPA Firm of Choice

Are you ready to gain access to a CPA that will readily work with you for tax planning and compliance needs? To take your first step in partnering with us, please submit an inquiry by completing a brief assessment form.