Professional Tax Service
Quick Tax Question?
Ryan, Maurice, Kevin, Nancy and Carolyn are happy to answer questions, but they may be in the middle of an appointment when you call. Feel free to leave your question with the receptionist and your call will be returned. Please note that we do provide an estimate for completing taxes, but our receptionist cannot give out an estimate over the phone.
Schedule An Appointment
Although we would love to accommodate drop-ins during tax season, we cannot guarantee an appointment the same day you call. Please call us to schedule an appointment.
Professional Tax Service is a locally owned, family managed accounting firm with over 40 years of experience. We proudly serve businesses and individuals within the Grand Traverse community and surrounding region. Taxes and accounting can quickly become complex, especially when you want to ensure all forms and fields are filled out correctly. We would love to learn about your tax and accounting needs and create a customized plan that works for you. This may include personal tax prep, business tax prep, bookkeeping, payroll services, estate planning, tax planning, financial planning and advising on QuickBooks Pro.
ADVISING ON QUICKBOOKS PRO
Let us help you navigate QuickBooks Accountant Desktop PLUS 2015, QuickBooks Enterprise 2015 Accountant, QuickBooks Point of Sale Multi Store, QuickBooks for Mac 2015 and QuickBooks Online Accountant.
We help clients stay ahead on all their bookkeeping needs.
BUSINESS TAX PREP
We serve small businesses to large corporations and provide expert advise on changes in tax law for start up enterprises to established companies.
Do you have a plan in place for your estate, or that of a family member?
We offer services compiling and preparing various financial statements for review by various institutions.
Life is full of milestones and the proper financial planning can ensure you enjoy each one.
Let us manage payroll for you and ensure that your employees receive checks on time and the proper accounts contain the funds to cover payroll.
PERSONAL TAX PREP
We help people submit their personal tax returns each year.
Tax planning goes hand in hand with financial planning.
Professional Tax TC has been working and serving communities within the Grand Traverse region for over [#] years. It was originally started by [names] and then Maurice Dennis, Sarah Parker and Ryan Parker purchased the company in [year]. We have enjoyed learning about the tax needs and helping each client with every unique tax question and plan for the future. We’re friendly, so feel free to call, email us or stop in – we recommend scheduling an appointment so you don’t have to wait for us.
Ryan graduated Grand Valley State University in 2002 and has lived in the area since 1994. He has been preparing taxes since 2005 when he and Maurie purchased the business from Jim and Bev Loomis, who ran it for more than 30 years. In addition to being a licensed annuity and life insurance agent, Ryan looks to complete the series of exams and become an Enrolled Agent within the next year. In his free time Ryan enjoys hunting, fishing, coaching football, and spending time with his beautiful children and wife.
Kevin Cleary, Jr.
Kevin joined Pro Tax in 2009 and works year-round. He maintains the accounting for many clients and helps clients with their personal and business taxes. He graduated from the University of Michigan in 2007 with a degree in finance. When he’s not crunching numbers and creating custom Excel sheets (hence his nickname, Excel Man), you can find him hunting, playing guitar and spending time with his wife and daughter.
Nancy LaPointe Grin
Nancy has joined us here at Professional Tax Service. She studied at NMC for Federal Tax, Accounting and Business Law. She now has 11 years experience preparing taxes and as a General Manager for Liberty Tax Service. She is retired from AT&T and lives here in Traverse City with her husband Ron.
Frequently Asked Questions
Click on “Filing”. In the “Get Ready” section click on “Do you need to file a return?” This will walk you through a series of questions.
Click on “Where’s my refund?”
Click on “Where’s my refund?”