At Schultz & Associates, we’re not number crunchers who simply churn out your tax return. We’re much more.
We believe that in order for you to be successful, you need to have a great relationship with your accountant. That’s why we focus so heavily on getting to know you, your situation, and your goals.
At Schultz & Associates, we get behind the numbers and help you develop financial strategies that propel you to the next level.
Our clients include individuals and small and medium businesses. They work in a diverse range of fields such as legal, medical, retail, real estate, and the non-profit sector.
While our clients depend on our expertise when it comes to the routine filings and tax returns, we're at our best when we're delving into complex situations and tax problems.
So if you're starting a new business, closing a complex real estate transaction, planning your estate, establishing a trust fund, or investigating accounting irregularities in your business, give us a call.
We'd be delighted to meet with you and discuss your situation during a free initial consultation.
Jeff Schultz is an accountant with over 10 years of experience helping individuals and closely-held businesses eliminate their tax and accounting headaches.
With a knack for putting the mind-numbing complexities of the tax code into plain English, Jeff has made himself extremely popular among people who have interesting tax situations, such as new business owners, medical professionals, and real estate investors.
A graduate of the University of Michigan with a Bachelor of Business Administration, Jeff has practiced accounting since 1995. He has served on the board of the Plymouth Symphony Orchestra and is currently a board member of the Plymouth Downtown Development Authority.
When he's not in the office, Jeff can be found cheering for his alma mater's football team or traveling to some exotic, far-flung corner of the world with his wife, Lori.
Jeff is a keen photographer, he makes extremely good coffee, and he likes nothing better than sharing great food and wine with friends.
Bill has been in the accounting profession for over 40 years, first with companies in a number of different industries, and then, for the last 15 years, in his own small business counseling firm, which had practices in both Plymouth and Lansing, Michigan. In May 2008, Bill's firm merged with Schultz & Associates, PLC.
Bill's Enrolled Agent designation came directly from the IRS in 1994. He has assisted numerous clients in starting and growing their businesses and avoiding the regulatory pitfalls that sometimes beset small businesses. He also enjoys the tax preparation portion of the business where he endeavors to find the best and most accurate solution with the greatest benefit for the client.
Bill graduated from Bowling Green State University in Ohio in 1968 with a Bachelor of Science degree in business with an emphasis in accounting.
When he is not working for his clients’ best interests, he is very active in community organizations including Plymouth Chamber and Rotary Club. In addition, for the last 6 years he has been a member of the Plymouth Township Planning Commission.
His avocations include crossword puzzles, travel, golf and spending time with his wife and three (soon to be four) grandchildren and their families.
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