I am a full-service, solo tax, accounting, bookkeeping and advisory practice out of Grosse Pointe, Michigan. I work with individuals and small businesses to keep their books up to date and taxes handled so they can focus on their business. I work as a partner with my clients, collaborating in any way that they require in order to reach the best outcome and have the most comfort with their financial and business situation.
Supported client types
Personal
Business
Specialties
High Net Worth Individual
E-commerce Business Owner
Non-Profit Organization
Qualified Small Business Stock Holder
Real Estate Investor
SMB Owner
Solopreneur
Franchise Owner
Crypto Investor
Services
About Lakepointe CPA
Employees
Less than 10
Founding year
2022
Rate range
Monthly: $100 - $100,000
Location
Michigan
Support
Dedicated staff for each client
Software
Google Drive, QuickBooks Online
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My clients are regular taxpayers who want to be sure they are filing tax returns correctly and optimizing their taxes. For small business owners, I help with bookkeeping as a QBO ProAdvisor, as well as tax advisor and resource for general business questions.
Clients who would NOT be a good fit
Annual income
$10,000,000+
Annual revenue
$10,000,000+
Industry
-
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I do not work with clients that do not value collaboration and tax planning as part of the annual process.