Services You Can Count On

Our team at Beals, Caruana & McVety, PC is committed to ensuring you are on the right path towards financial stability. We want to ensure you are gathering your accounting details at the proper level to allow you to analyze your results and make meaningful decisions about your company’s direction. We also want to plan to minimize your taxes and preserve your wealth.

Our tax preparers, Certified Public Accountants, and financial consultants provide tax preparation, accounting, bookkeeping, and more. We primarily serve the Metro Detroit area with prompt and deliver reliable business and individual tax services.

Learn About Us

Tax & Accounting

We believe in proactive year-end planning for business and individuals to bring about optimal results.

Tax Services & Preparation

Our wide variety of tax services are available for individuals and businesses. We have a highly qualified and professional team that uses its knowledge and tools to deliver reliable business and individual tax services. Our team can handle complex situations and simple ones. We will save you time and frustration with our service.

Allow us to help you with these tax preparation services:

Corporations
S Corporations
Partnerships
Limited Liability Companies
Individuals
Trust
Estates
Employee Benefit Plans
Not-For-Profit
Quarterly and annual payroll returns
Personal property tax statements
Federal excise tax returns

Consulting Services

Whether you are starting a business or looking for guidance on tax issues for your company, turn to our team. We proudly provide different consulting services for companies and individuals. We are committed to providing the highest quality products and services for all of our clients. Our experienced and friendly staff will work with you to determine which services will help you. Our consulting services include:

Assist with bank financing
Compensation/Bonus formulas
Cash management and planning
Consultation and resolution of tax issues
Strategic business planning
Management and operation review
Cost segregation studies
Tax credits

Accounting Services

When it comes to your accounting needs, you can rely on our dependable team to help. We are proud to serve businesses and individuals with various financial services. Our goal is to help you focus on operating your business while we handle the mundane finances. As a local accounting firm, we have professionals ready to provide thorough, precise accounting services. Allow us to increase productivity and help you reach your goals. Our accounting services include:

Auditing
Reviews
Compilations
Bookkeeping/Write-Up
Employee benefit plans
Preparation of budgets and forecasts
Personal financial statements

Seeking Accounting Assistance? Call 248-251-1050 Now!

Representation Before Tax Authorities

Taxes can be complicated and easily mistaken if not handled carefully. Our experts can help you sift through any tax problem and handle situations with tax authorities. Whether you are having tax problems or need tax representation, our team can help you resolve any tax issue as soon as possible. Our techniques and services are efficient in getting you the results you desire. Trust our highly skilled professionals to get the job done.

Call 248-251-1050 For Financial Assistance Today!

Bookkeeping

Our bookkeeping services are exceptional for all commercial clients. Our bookkeeper will come to your business and work directly with your accounting software system or provide these services from our office. Your accounting needs become our priority when you choose to work with our team. We allow companies to stay up to date on their financial information to make timely, sound decisions. Having your books and records current and accurate promotes effective tax planning and accurate year-end results.

Our bookkeeping services include the following:

Recording daily business activity
Preparing bank reconciliations of all cash accounts
Recording and reconciling accounts receivable and preparing invoices
Recording and reconciling accounts payable and paying bills
Inputting other non-routine transactions and journal entries
Reconciling credit card activity
Recording payroll entries
Reconciling other balance sheet and income statement accounts
Providing interim bookkeeper/accountant replacement full services

Call 248-251-1050 To Request Bookkeeping Services Now

Charter Schools

We also offer a range of accounting and financial services for charter schools throughout the Metropolitan area. Our firm can assist with the following:

Accounting and Bookkeeping

Maintain General Ledger
Prepare Required Journal Entries
Accounts Receivable/Payable Management
Bank Account Reconciliations/Cash Management

Financial Statement Preparation/Analysis

Monthly/Quarterly

Financial Audit Preparation
Budget Preparation and Analysis

Federal/State Grant Management

Budget Analysis
Draw Down/Reimbursement Requests
Maintain Supporting Documents
Final Expenditure Reporting
Audit Preparation

Annual Report Filings

FID Submission
Final Expenditure Reporting
SE-4094 Transportation Expenditures
SE-4094 Special Education Actual Cost Report

Update/Maintain Transparency Reporting
Board/Committee Meeting Attendance/Presentations
Consulting Services

Wealth Management Strategies

Our team offers an array of wealth management strategies to help our clients get on the right foot financially. We believe it is essential to take a comprehensive approach to finances. This method enables each aspect of your financial picture to be acknowledged and considered when developing a plan for the future. Our wealth management division allows clients to work closely with our financial professionals and establish a plan that suits you and your family for future generations.

Wealth management strategies include:

Financial Needs Analysis
Funding Your Children’s Education
Disability Income Insurance
Reviewing Investment Strategies/goals
Key Person Insurance
Business Succession Planning
Long-Term Care Insurance
Retirement Income Management
Pension or Qualified Plan Distributions
Estate Preservation
Tax-Deferred Annuities
IRA Investments
401(k) Plans
Life Insurance

Seeking Accounting Assistance?

Call 248-251-1050 Now!

Have questions about what we can do for you or your business? Contact us at 248-251-1050 today!

Beals, Caruana & Company, PC
707 E Maple Rd #100
Troy, MI 48083

248-251-1050
Jeremy@BealsCaruana.com

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Hours:
Monday - Friday: 8:00 AM - 5:00 PM

Tax Season Hours:
Jan–April 18:
Monday - Thursday: 8:00 AM - 7:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: 9:00 AM - 3:00 PM