Tax Services in Traverse City, MI

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Top Traverse City, MI Tax Preparers

Katie Myers, CPA, PC
4 out of 5
Location 802 S Garfield Ave Suite A, Traverse City, MI 49686, USA
Phone (231) 947-2788
Directions
Padgett Traverse City
Location 954 Business Park Dr Suite 3, Traverse City, MI 49686, USA
Phone (231) 386-0539
Directions
Stephen D Gallagher PC
5 out of 5
Location 10850 E Traverse Hwy, Traverse City, MI 49684, USA
Phone (231) 922-8995
Directions
TreMonte Tax Solutions, LLC
Location 1014 6th St #101, Traverse City, MI 49684, USA
Directions
PDQ Accounting & Tax Services
4 out of 5
Location 3132 Logan Valley Rd, Traverse City, MI 49684, USA
Phone (231) 947-8932
Directions
Traverse Tax & Accounting
Location 1501 S Cass St Ste B, Traverse City, MI 49684, USA
Phone (231) 946-2980
Directions
Rex E. Rudolph, CPA - Padgett Business Services
Location 954 Business Park Dr Suite 3, Traverse City, MI 49686, USA
Phone (231) 930-4370
Directions
Lothamer Tax Resolution
5 out of 5
Location 236 E Front St, Traverse City, MI 49684, USA
Phone (231) 400-5036
Directions
Tobin & Co. P.C.
3 out of 5
Location 2301 Garfield Rd. N, Ste B, Traverse City, MI 49686, USA
Phone (231) 947-0151
Directions
J Dulzo Tax & Accounting Inc
Location 862 E Eighth St, Traverse City, MI 49686, USA
Phone (231) 941-7600
Directions
Gregory D Seman & Co PC
Location 12935 S W Bay Shore Dr # 360, Traverse City, MI 49684, USA
Phone (231) 922-7777
Directions
Pdq Tax Service
Location W Eleventh St, Traverse City, MI 49684, USA
Directions
Jan Geht, J.D., C.P.A., M.S.T.
Location 620 Woodmere Ave, Traverse City, MI 49686, USA
Phone (231) 941-8048
Directions
WB CPA Group PC
Location 10161 E Pickwick Ct # G, Traverse City, MI 49684, USA
Phone (231) 929-3991
Directions
Intrust CPA
5 out of 5
Location 732 Hannah Ave, Traverse City, MI 49686, USA
Phone (231) 935-1590
Directions
Christopher W. Kindlinger
1 out of 5
Location 3118 Logan Valley Rd, Traverse City, MI 49684, USA
Phone (231) 947-9260
Directions
Danielle K Nelson CPA PC
5 out of 5
Location 2226 W South Airport Rd Ste B, Traverse City, MI 49684, USA
Phone (231) 944-1448
Directions
Tax Accountant in Traverse City, MI

Where Tax Accountants in Traverse City, MI Serve

Traverse City, MI is a charming city located in the northern part of Michigan. The city is known for its picturesque views of Grand Traverse Bay, stunning beaches, and scenic drives. Some of the top landmarks in Traverse City include the Old Mission Lighthouse, the Traverse City State Park, and the Grand Traverse Bay. As for top employers, Traverse City is home to several major companies such as Hagerty Insurance, Munson Healthcare, and Grand Traverse Resort and Spa. These companies provide job opportunities for many residents of the city. Major highways and streets in Traverse City include US-31, M-72, and M-37. These highways provide easy access to nearby cities and towns. The city also has several notable neighborhoods, including the Old Towne Historic District, Central Neighborhood, and West Side Neighborhood. Overall, Traverse City is a wonderful place to live, work, and visit.

Financial Services Related to Tax Planning in Traverse City, MI

Banks and Credit Unions

Residents of Traverse City, MI can benefit from a bank in a multitude of ways. For starters, Traverse City is known for its thriving tourism industry, with countless visitors flocking to the area to enjoy the beautiful beaches and stunning scenery. As such, having access to a bank that offers convenient and secure online banking services can be incredibly helpful for both residents and tourists alike. Additionally, Traverse City is home to a vibrant community of small business owners and entrepreneurs, many of whom rely on local banks for financing and other financial services. Whether it's securing a loan to start a new business or simply opening a checking account to manage day-to-day finances, a bank can provide valuable support and resources to help Traverse City residents achieve their financial goals.

Insurance Broker

Residents of Traverse City, MI can benefit from the expertise of an insurance broker in several ways. Given the city's proximity to Lake Michigan, residents may require additional coverage for flood damage, which an insurance broker can help secure. Additionally, Traverse City is known for its thriving tourism industry, which may require specialized insurance coverage for businesses in the hospitality sector. An insurance broker can also assist residents in navigating the complexities of the state's insurance regulations and laws, which can be confusing and time-consuming to understand. With their extensive knowledge of the insurance industry, an insurance broker can help residents find the most comprehensive coverage at the most competitive rates, providing them with peace of mind and financial security.

Retirement Planning

Residents of Traverse City, MI can greatly benefit from the services of a retirement planner. With its vibrant tourism industry and growing population, Traverse City presents unique challenges and opportunities for retirement planning. A retirement planner can help residents navigate the complexities of Social Security and Medicare, as well as provide guidance on investment strategies that take into account the local economy and real estate market. Additionally, a retirement planner can help residents plan for the high cost of healthcare in northern Michigan, where access to medical care can be limited and expensive. By working with a retirement planner, residents of Traverse City can ensure that they are making informed decisions about their financial future and are prepared for the challenges and opportunities that come with retirement in this dynamic and beautiful region.

Wealth Management

Residents of Traverse City, MI could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is by helping them to navigate the complex tax laws of the state. Traverse City is located in Michigan, which has some of the highest income and property taxes in the country. A wealth manager can help residents to minimize their tax burden by identifying deductions and credits that they may be eligible for. Additionally, they can help residents to develop a comprehensive financial plan that takes into account their unique goals and circumstances. This may include investing in tax-advantaged accounts, such as 529 plans for education savings or Roth IRAs for retirement. A wealth manager can also provide guidance on estate planning, ensuring that residents have a plan in place to protect their assets and provide for their loved ones in the event of their passing. Overall, a wealth manager can provide valuable assistance to residents of Traverse City, helping them to achieve their financial goals and navigate the complex financial landscape of Michigan.

Financial Advisor

Residents of Traverse City, MI could benefit from the services of a financial advisor in several ways. Traverse City is known for its vibrant tourism industry, with visitors flocking to the area for its beautiful beaches, wineries, and outdoor activities. A financial advisor could help residents who own businesses in the tourism industry by providing guidance on budgeting and cash flow management during the off-season. Additionally, Traverse City is home to several large employers, including the Munson Healthcare system and the Grand Traverse Resort and Spa. A financial advisor could assist employees of these companies with retirement planning and investment strategies. Finally, Traverse City has a growing population of retirees who may need assistance with estate planning and long-term care planning. A financial advisor could help these individuals navigate the complex world of Medicare and Medicaid, as well as provide guidance on how to protect their assets and ensure their financial security in their later years.

Mortgage Loan Officer

Residents of Traverse City, MI could greatly benefit from the expertise of a mortgage loan officer. With the city's booming real estate market, a knowledgeable loan officer could help potential homebuyers navigate the complex process of securing a mortgage. In addition, Traverse City is known for its seasonal tourism industry, which can lead to fluctuations in income for residents. A loan officer could assist in finding mortgage options that are flexible enough to accommodate these fluctuations, ensuring that residents can still make their payments on time. Furthermore, Traverse City is situated on the shores of Lake Michigan, making waterfront properties highly sought after. A skilled loan officer could help residents secure financing for these desirable properties, which often come with unique challenges such as flood insurance requirements. Overall, a mortgage loan officer could be an invaluable resource for Traverse City residents looking to purchase or refinance a home in this dynamic and growing community.

Estate Planning Lawyer

Traverse City, MI residents can benefit from the services of an estate planning lawyer in numerous ways. One specific example is that an estate planning lawyer can assist residents in creating a plan to protect their assets from the unpredictable weather conditions that are common in the area. With its close proximity to Lake Michigan, Traverse City experiences a variety of weather patterns, including heavy snowfall and strong winds. An estate planning lawyer can help residents develop a plan that takes into account potential damage to property and ensures that their assets are protected in the event of a natural disaster. Additionally, an estate planning lawyer can help residents create a plan for the distribution of their assets after their passing, ensuring that their loved ones are taken care of and their wishes are carried out.

Traverse City, MI Financial Resources

Traverse City, MI City Hall

https://www.traversecitymi.gov/

Traverse City, MI Public Library

https://www.tadl.org/

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