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
eCommerce businesses require more than a CPA who understands financial statements. They need advisors who understand how online businesses operate, how revenue is generated, and how financial decisions impact growth.
At Schultz & Associates, we work with eCommerce businesses to provide the accounting, tax, and advisory support needed to help owners make informed decisions. Our team understands the technology platforms that drive online sales and helps connect eCommerce systems with QuickBooks Online to improve reporting accuracy and financial visibility.
We also understand the unique tax and accounting challenges faced by online businesses, including multi-state income tax requirements, sales tax compliance, and state nexus determination. Our team helps businesses address inventory valuation issues, understand the impact of goods purchased but still in transit, and properly analyze cost of goods sold to improve financial reporting and profitability.
By combining accounting expertise, tax knowledge, and an understanding of eCommerce operations, Schultz & Associates helps online businesses better understand their numbers, improve profitability, and plan for continued growth.
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
Schultz & Associates provides accounting, tax, and advisory services for fraternities, sororities, and other Greek organizations. Beyond tax compliance, we offer outsourced controller services that help organizations stay financially organized throughout the year. Our team can manage bill payment, invoice processing, financial reporting, budgeting, and cash flow oversight, giving officers confidence that day-to-day finances are handled accurately and on time. We also assist with annual tax filings, housing entities, and officer transitions, helping maintain continuity as leadership changes from year to year. Whether your organization needs ongoing accounting support or year-end tax services, we provide practical solutions backed by industry experience.
Business Accounting, Tax, and Advisory Services
As an established Business CPA Firm, Schultz & Associates provides comprehensive accounting, tax, and advisory services to businesses of all sizes across the United States. While our industry specialty teams reflect deep expertise in key markets, our experienced CPAs help businesses in every industry reduce taxes, improve profitability, and make informed financial decisions throughout the year.
Our services include:
- Business accounting and financial reporting
- Tax preparation and proactive tax planning
- Bookkeeping services
- Payroll processing and payroll tax compliance
- Business advisory services
- Financial analysis and KPI reporting
- Audit, review, and compilation services
- Entity selection, restructuring, and succession planning
Whether you’re starting a new business, expanding into new markets, or planning for the future, our team provides practical advice, responsive service, and proactive guidance to help your business succeed.
Modern Technology. Personal Relationships.
Today’s businesses need a CPA firm that combines expertise with efficient, secure technology. At Schultz & Associates, we use modern accounting and tax solutions to make communication easier, improve access to financial information, and provide a better client experience.
Securely exchange documents
- Complete electronic organizers
- Sign documents digitally
- Access important financial information
- Communicate efficiently with our team
Technology helps us deliver timely and efficient service. However, relationships remain at the center of everything we do. We believe the best CPA relationships are built through communication, trust, and a true understanding of each client’s business.
Why Businesses Choose Schultz & Associates
Businesses choose Schultz & Associates because they want more than compliance. They want a CPA firm that understands their goals, provides proactive guidance, and serves as a trusted advisor throughout the year.
Our firm provides:
✓ Established in 2003 with more than 20 years of experience
✓ A 20-person team of CPAs, accountants, and business advisors
✓ More than 350 business clients and 75+ nonprofit organizations
✓ Multistate tax expertise for businesses operating across the country
✓ Industry-specific knowledge and practical business solutions
✓ Experience helping growing organizations navigate change and opportunities
✓ Advanced technology with responsive, personal service
Meet the Team Behind Your Success
Behind every successful client relationship is a team of professionals committed to providing accurate information, thoughtful guidance, and responsive service.
At Schultz & Associates, our CPAs, accountants, and support professionals work together to deliver the expertise and resources of a larger firm while maintaining the personal attention and accessibility of a trusted advisor. We take the time to understand each client’s goals, challenges, and opportunities so we can provide solutions that go beyond traditional accounting services.
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
Ready for a Busines CPA Firm That Understands Your Business?
Your business deserves more than a CPA who only focuses on compliance. Schultz & Associates provides proactive accounting, tax, and advisory services designed to help you make informed decisions, reduce taxes, and achieve your goals.
Whether you are growing your business, expanding into new markets, or looking for a more responsive CPA relationship, our team is ready to help.
call 1-734-354-2380 or click here to see the team directory and email list.