by Lisa Haiss | Feb 2, 2026 | Team
Shannon was born and raised in Mid-Michigan. After several years living throughout the Midwest, she and her family returned to Michigan in 2016 and settled in Clarkston, where they are proud to be active members of the community. Shannon holds a Bachelor of...
by Lisa Haiss | Nov 5, 2025 | Tax
As we move into 2025, now is the perfect time to evaluate your tax situation and prepare for the year ahead. While every client’s financial picture is unique, taking a proactive approach today can help you identify potential tax shortfalls, minimize penalties or...
by Lisa Haiss | Aug 4, 2025 | Team
Marisa joined the firm as an Administrative Assistant, bringing with her a strong background in office management and client care from the dental industry. Originally from Waterford, she moved to Clarkston in 2021 and quickly fell in love with the community’s...
by Kelly Thompson | Nov 22, 2024 | Accounting, Courses, Information Technology
Quickbooks Online has recently started to offer a Bookmark feature where any page that has the left navigation bar available (ie. Reconcile, Chart of Accounts, Invoices,…) can now be saved directly to the left column of your QBO home screen with any name you’d prefer....
by Jordan Middleton | Nov 4, 2024 | Tax
Ending your year right for your business, and tips to improve tax planning strategies. When it comes to owning your own business, it can be very time consuming and difficult to stop and think about your upcoming tax return. It is always more advantageous to plan ahead...
