Edward White is a detail-oriented tax preparer at Schultz & Associates, CPA. Currently, he is helping the firm establish its new office in Kalamazoo, Michigan. With a strong background in tax preparation, financial reporting, and small business accounting, Edward brings both expertise and a personalized approach to every client relationship. As a result, he helps individuals and business owners navigate complex financial matters with clarity and confidence.
Edward holds a Bachelor’s degree in Accounting from Michigan Tech and a Master of Science in Accounting from Wayne State University, with a concentration in Financial Reporting and Auditing. He recently completed his graduate studies and is now preparing to sit for the CPA exam.
Individual Tax Preparer Background
In his role as a tax accountant, Edward has developed deep expertise in complex individual income tax returns. His experience includes rental property purchases and sales, Schedule C businesses, multi-state filings, and reporting for multiple limited partnerships. Additionally, he frequently assists clients with 1031 exchanges, ROTH conversions, passive loss limitations, and investment portfolio transactions. He also handles pass-through income from trusts and estate entities. Because of this broad experience, Edward delivers tailored tax strategies that help clients reduce liabilities and improve outcomes.
Attest Engagement Background
Beyond tax work, Edward has also played an integral role in multiple audit and attest engagements from start to finish. He has conducted walkthroughs of internal controls, performed substantive testing, and completed analytical review procedures. Furthermore, he has helped draft audit reports and prepared workpapers in compliance with professional standards. By communicating directly with client management, Edward ensures each audit runs efficiently and meets the highest quality standards.
Edward’s journey with Schultz & Associates began during high school through a school externship program. Recognizing his potential, the firm brought him on as a summer intern before he started college. Since then, he has grown into a well-rounded and highly capable tax accountant, committed to delivering accurate, thoughtful, and client-focused service.
You can reach Eddie by phone (734) 354-2380 extension 114 or by email at ewhite@schultz-cpa.com.