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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.

taxes & accounting

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!

taxes & accounting


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
Charter Schools

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

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?

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

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

Accountant in Troy, MI | Beals, Caruana & Company, PC