Schultz & Associates, Business CPA Firm
Rooted in Michigan. Serving Businesses Across the Country
Schultz & Associates, CPA, PLC is an established Michigan Business CPA Firm. We combine experience, expertise, and technology to serve businesses, organizations, and individuals across Michigan and the United States. Today, our team of CPAs, accountants, and business advisors serves more than 350 business clients and 75 nonprofit organizations. We provide business accounting, tax preparation, tax planning, and advisory services tailored to each client’s needs.
Although our office is in Michigan, many of our clients operate in multiple states. As a result, we have extensive experience with multistate tax compliance and state income tax filings. We help growing organizations navigate an increasingly complex tax environment with confidence.
For more than two decades, we have grown by serving clients the right way. Jeffrey Schultz founded the firm in 2003 as a one-person CPA practice. His goal was to build lasting relationships and provide practical financial guidance to business owners. Since then, client referrals and exceptional service have helped Schultz & Associates become an established CPA firm.
Although our team has grown, our philosophy remains unchanged. We combine experienced professionals with modern technology and specialized industry knowledge. As a result, our clients receive practical advice and proactive solutions. We help business owners make informed financial decisions and achieve their long-term goals.
A Different Kind of Business CPA Firm
At Schultz & Associates, we believe the best CPA relationships are built when experience, expertise, and personal attention come together. Businesses need advisors who understand not only their financial statements and tax obligations, but also the decisions that drive their success. Our team combines the resources of an established business CPA firm with the accessibility and personal relationships that allow us to truly understand each client’s business.
As businesses grow, their financial needs often become more complex. They may expand into new markets, operate across multiple states, add employees, or face important decisions about profitability and long-term planning. At Schultz & Associates, we work alongside our clients throughout that journey by providing accounting, tax, and advisory services designed around their goals.
Since founding the firm in 2003, Jeffrey Schultz has built Schultz & Associates around a simple philosophy: provide knowledgeable advice, responsive service, and lasting relationships. What began as a one-person CPA practice has grown into a 20-person firm serving more than 350 business clients and 75 nonprofit organizations throughout Michigan and across the United States.
Today, our clients benefit from experienced CPAs, accountants, and business advisors; specialized industry knowledge; and modern technology that allows us to provide secure, efficient service while maintaining the personal connection our clients value. Although our firm has grown, our commitment remains the same: Understand the client. Understand the business. Provide guidance that creates value.
Specialized Expertise for Growing Organizations
At Schultz & Associates, we believe the best accounting advice comes from understanding the business behind the numbers. Over the years, we have developed specialized expertise in industries where clients benefit from working with a CPA firm that already understands their operations, challenges, and opportunities.
Because we know the foundation of these industries, our conversations can move beyond basic questions and focus on the decisions that matter most. We can ask more targeted questions, identify opportunities faster, and provide guidance based on the way our clients actually operate.
Whether we are working with a dental practice, eCommerce company, real estate investor, nonprofit organization, or Greek organization, our goal remains the same: provide accounting, tax, and advisory guidance built around each client’s unique needs.
Choose Our Top Michigan Accounting Firm
The following are some of the services available through our CPA firm.
Individual & Business Tax CPA Preparation Services
Book Keeping & Payroll Assistance
Financial Statement Auditing
Dental CPA Services
Dental practices operate differently than many other businesses. A successful dental practice requires more than accurate tax returns—it requires an understanding of production, collections, overhead management, staffing decisions, equipment investments, and long-term growth strategies.
At Schultz & Associates, our dental accounting experience allows us to begin conversations at a deeper level. Because we understand the financial foundation of dental practices, we can focus on the decisions that matter most to practice owners rather than spending time learning the basics of the industry.
One of the most important aspects of dental practice success is understanding the financial metrics that drive profitability. Our dental clients benefit from financial reporting and KPI analysis that provides insight into key measurements, including overhead levels, profitability, and other indicators that help dentists understand the overall health of their practice.
Our team works with dentists, orthodontists, oral surgeons, and other dental professionals throughout Michigan and across the country. We provide accounting, tax planning, financial reporting, and advisory services designed around the unique needs of dental practices.
Whether a dentist is opening a first location, expanding an existing practice, bringing in an associate, evaluating profitability, or preparing for a future transition, Schultz & Associates provides the experience and guidance needed to make informed financial decisions.
Ecommerce Accounting Services
Nationwide ECommerce Accounting and Tax Services
Real Estate Accounting & Tax Services
Since 2003, Schultz & Associates has worked with real estate investors, developers, property funds, and ownership groups on the accounting and tax issues that impact their investments. Our experience with more than 700 real estate transactions provides our team with a practical understanding of the financial decisions involved in acquiring, developing, structuring, and managing real estate assets.
Our real estate clients include property funds, syndicators, developers, and investors with projects ranging from individual commercial and residential investments to developments exceeding $40 million. We have experience supporting private real estate offerings, partnership structures, and residential development projects involving both underground infrastructure and vertical construction.
Because we understand the lifecycle of real estate projects, we provide more meaningful guidance throughout the process. Our team assists clients with entity structuring, tax planning, financial reporting, cost tracking, and other accounting considerations that support informed decision-making.
Whether you are managing a growing real estate portfolio, raising capital for a new investment, developing a project, or evaluating complex ownership structures, Schultz & Associates provides the experience and expertise to support your real estate goals.
Nonprofit Accounting & Audit Services
Nonprofit organizations require a CPA firm that understands the importance of financial transparency, accountability, and compliance. Schultz & Associates has developed significant expertise serving nonprofit organizations through our audit, review, accounting, and advisory services.
Nonprofit organizations represent a major focus of our attest practice, with approximately 90% of our audit engagements involving nonprofit organizations. Our team works with more than 100 nonprofit organizations, including organizations that require audit and review services to meet board, grantor, regulatory, and stakeholder requirements.
Our nonprofit services include audit and review engagements, financial reporting, accounting support, bookkeeping, payroll services, and tax preparation—all supported by our team’s understanding of nonprofit financial reporting and compliance requirements. Because our team works extensively with nonprofit financial statements and reporting requirements, we provide a deeper level of insight into the financial information that helps organizations operate effectively.
Whether your organization requires an audit, review, or ongoing accounting support, Schultz & Associates provides the experience and guidance needed to help nonprofit leaders maintain strong financial practices and fulfill their mission. Schultz & Associates is a AICPA Firm member and received a Pass with their last required Peer Review.
Greek Organization Accounting Services
Bookkeeping, Bill Pay, Invoicing, Accounting and Tax Preparation
Business CPA Firm Accounting with QuickBooks
If you own a business, then it is likely that you use QuickBooks for your small business accounting. Our Firm has supported QuickBooks for more than 20 years. We can show you how to use every module that QuickBooks has to offer. We can help you keep it up to date, or we can be there to assist when you need help.
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Get in Touch with Our Business CPA Firm
Our certified public accountants, payroll specialists, enrolled agents, and tax professionals are here to assist small business accounting and individuals tax with comprehensive solutions to their accounting needs.
Lastly, our offices are located in Canton, Michigan and in Kalamazoo, Michigan. And in close proximity to Plymouth, Westland, Northville, Livonia, Belleville, Garden City, Portage, Oshtemo and Battle Creek. But, Schultz, CPA provides virtual accounting and tax services to businesses throughout Michigan.
I’ve had a great experience working with Jeff Schultz at Schultz & Associates. I’ve entrusted them with doing my taxes since 2009.
– Sheena Hembrador