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Professional Tax and Accounting Services in Michigan: Enhance Your Financial Performance

In today’s dynamic business landscape, the importance of having a solid financial foundation cannot be overstated. Whether you are a small business owner or an individual seeking to optimize your financial health, professional tax, and accounting services in Michigan play a crucial role toward your success.

At Timothy Roberts & Associates, we are dedicated to providing strategic accounting solutions that can help you optimize your financial performance, ensure informed business decisions, and improve overall efficiency. Our highly qualified and experienced professionals thoroughly understand local tax laws and regulations, enabling us to easily navigate the complex financial landscape. By entrusting your financial matters to us, you can rest assured that your tax obligations are met and your accounting records are maintained accurately and efficiently.

Timothy Roberts & Associates, LLC provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Tax Management

At Timothy Roberts & Associates, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

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IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Comprehensive Tax Accounting Services for Businesses and Individuals

Our experienced tax and accounting advisers in Michigan are well-versed in the tax system complexities and stay updated with the current regulations and changes. We offer comprehensive tax planning, preparation, and compliance services to help businesses and individuals effectively comprehend the ever-changing tax landscape. Whether you need assistance with corporate taxes, individual tax returns, or tax strategies, our knowledgeable advisors are here to guide you every step of the way.

We provide strategic accounting solutions that help you optimize your financial performance, make informed business decisions, and improve overall efficiency. From bookkeeping and financial statement preparation to budgeting and cash flow analysis, our comprehensive accounting services are designed to meet your specific needs.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Timothy Roberts & Associates, LLC’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • QuickBooks Accounting, Set-up, Training and Assistance
payroll processing

Assurance* and Advisory Services

At Timothy Roberts & Associates, LLC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

*Assurance Services are defined as independent professional services that improve the quality or context of information for decision-makers.  Information risk is reduced by assurance services, allowing for better decision making.  

These services include but are not limited to:

  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Transaction structuring and negotiations
  • Business succession
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Tax and Accounting Advisers in Michigan: Your Trusted Financial Partners

In the ever-changing world of taxes and finances, having a reliable partner by your side can make all the difference. That is where the tax and accounting advisers in Michigan come into the picture. These knowledgeable professionals bring a wealth of expertise to the table, guiding individuals and businesses through the intricacies of tax regulations and financial management. Whether you want to minimize your tax liabilities, streamline your accounting processes, or plan for a prosperous future, these advisers are your go-to resource.

These accounting advisers offer personalized strategies tailored to your unique circumstances. They evaluate your financial situation, identify potential deductions and credits, and develop tax optimization plans with goal of  improving financial performance. By leveraging their expertise, you can confidently navigate complex tax laws, ensuring compliance while maximizing your savings.

Accounting is the backbone of financial success, and that’s where these advisers truly shine. From maintaining accurate books and records to preparing financial statements and managing payroll, their comprehensive accounting services ensure that your financial information is organized, up-to-date, and accessible when needed. By providing timely insights into your business’s financial health, these advisers empower you to make informed decisions, seize opportunities, and address challenges head-on.

Ready to Maximize Your Financial Potential? Contact Us Today!

Take the initial step towards financial success by contacting our experienced tax and accounting advisers in Michigan at Timothy Roberts & Associates. Whether you need personalized tax strategies, comprehensive accounting services, or guidance through audits, we have the expertise to meet your needs. Reach out to us today and let us help you work to maximize your full financial potential.

We pride ourselves on the comprehensive and proactive client-focused customer service we provide directly to our business clients, and to our clients through the businesses they represent.

The needs and goals of business owners along with their executives and employees are addressed through customized compensation and benefit plan designs that fit within each client’s unique culture and business environment.

We actively collaborate with our business clients’ internal resources, external tax and legal advisors, and plan providers and administrators when implementing new plans and programs, and while supporting existing plans as we move forward together.

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Core Objectives:

  • grow business
    Protect and grow your business
  • incentive
    Attract, incentivize, reward & retain top talent
  • performance pay
    Emphasize performance-pay & rewards constructs vs entitlements
  • vision
    Align the needs and goals of employees with the vision and objectives of owners, boards and management

Business Advisory Services:

  • Entity Planning
  • Short-Term Compensation, and Intermediate & Long-Term Incentive Planning
  • All Defined Contribution Plans including SIMPLEs, SEPs, 401ks and Profit Sharing Plans*
  • Defined Benefit Pension Plans*
  • Corporate 529 College Savings Plans*
  • Elective-based / Voluntary programs and Supplemental Insurance Plans
  • Multi-Life Long Term Care (LTC) & Disability Insurance (DI) Plans
  • 409(a) Deferred Compensation Plans (DCPs)*
  • Supplemental Executive Retirement Plans (SERPs)*
  • After-Tax Insurance Based Retirement Plans
  • Buy/Sell Planning & Key Man Life Insurance
  • Business Continuation Planning

Our Competitive Advantage:

  • An independent, holistic, proactive and comprehensive approach to serving our business clients
  • A team of advisors with over 50 years of licensed experience in the financial services industry with respected designations and credentials in our respective fields
  • Our ability to work with clients’ internal resources and external advisors, as well as our network of local, regional and national industry professionals, when needed
  • Advanced technology and software with the ability to consolidate compensation and benefits into a personal plan for the participant(s) with the objective to re-enforce the benefits and forecast future cash flow, assets, tax and retirement needs & goals
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Maximizing Your Wealth: Professional Wealth and Investment Management in Michigan

Are you prepared to put your money to work and make it grow? Imagine having a team of professionals dedicated to helping you grow your wealth and make sound investment decisions. With professional wealth and investment management services in Michigan, you can unlock the full potential of your financial resources.

Managing your wealth and investments effectively is no small task. It requires expertise, strategic planning, and a deep understanding of the ever-changing financial landscape. That’s where Timothy Roberts & Associates LLC comes into the picture. We are dedicated to navigating wealth management’s complexities and creating a tailored approach that aligns with your goals and aspirations.

Our approach to wealth management is holistic. Successful financial management goes beyond mere stock selection or fund choices. It involves an assessment of your unique financial situation, risk tolerance, and long-term objectives. That’s why we attentively listen and comprehend your requirements before developing a personalized investment strategy that reflects your aspirations and helps you achieve financial success.

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client centered

Client Centered

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone and foundation of our success. At Timothy Roberts & Associates, LLC there are no sales quotas or competing agendas.

“Your Interest is our Only Interest.”


  • Stocks & Bonds
  • Mutual Funds (No Load & Load)
  • ETFs, UITs
  • Closed-end Funds
  • Structured Products
  • Insurance-Based Investments
  • Liquid Alternative Investments
  • Long Short & Market Neutral Funds, Commodities, Hard Assets
  • Direct Participation Programs
  • REITs, BDCs, Oil & Gas, 1031 Exchange, DSTs


  • Stocks & Bonds
  • Mutual Funds (No Load & Load)
  • ETFs, UITs
  • Closed-end Funds
  • Structured Products
  • Insurance-Based Investments
  • Liquid Alternative Investments
  • Long Short & Market Neutral Funds, Commodities, Hard Assets
  • Direct Participation Programs
  • REITs, BDCs, Oil & Gas, 1031 Exchange, DSTs
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  • Asset Allocation Design 
  • Custom Tailored Portfolio(s) 
  • Individually Managed Account (IMA) 
  • Separately Managed Account (SMA) 
  • Unified Managed Account (UMA) 
  • Risk Mitigation Strategies Including Stop Loss & Option Implementation 
  • Company Stock Option Planning (ISO, NQ & RSU) 
  • Cash Management Solutions 
  • Periodic Portfolio Reviews 
  • In-house Portfolio Manager 
  • Independent, Objective, Conflict-free environment 

Achieve Financial Freedom With Customized Wealth management services in Michigan

No two individuals have similar financial goals or circumstances. That’s why we offer customized Wealth management services in Michigan. Our team of dedicated financial advisors takes the time to understand your specific objectives, risk tolerance, and time horizon. We collaborate with you to craft a bespoke wealth management plan that aligns with your aspirations. We provide clear explanations about your current financial position, regular updates, and comprehensive reports on the performance of your portfolio. We act with integrity and always put your best interests first. You can rest assured that your financial well-being is our top priority.

Our comprehensive suite of wealth management services covers every aspect of your financial journey. From strategic portfolio management and asset allocation to comprehensive retirement planning and estate management, we offer a holistic range of solutions designed to address your unique needs. Our team deeply assesses your current financial situation, identifies opportunities, and looks for improvement areas. By having our helpful advice, you can make informed decisions. We aim to help you optimize your returns while minimizing risks.

Market and investment research

Click Here To Check Investment Research & Analysis

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Maximize Returns and Minimize Risks: Trust Our Investment and wealth Management Advisors in Michigan

At Timothy Roberts & Associates LLC, we understand the significance of making sound investment decisions to secure your financial future. Our investment and wealth management advisors in Michigan are dedicated to helping you maximize returns and minimize risks. With our expertise and unwavering commitment, we strive to provide personalized solutions tailored to your unique financial goals.

Partnering with us guarantees that capable hands manage your investments. Risk management is a fundamental principle of your investment philosophy. We understand that preserving and protecting your hard-earned wealth is paramount. Our advisor employ sophisticated risk assessment tools and strategies to monitor and adjust your investments as market conditions evolve. We conduct thorough research and analysis, leveraging our industry insights to guide your investment strategy. Contact us today to prepare the blueprint of your investment strategy.

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Defined-Contribution Plans

  • 401(k), 403(b), Roth 401(k)
  • Individual 401(k)
  • Simple Plans
  • Simplified Employee Pension  (SEP)
  • Employee Stock Ownership Plans
  • Profit Sharing Plans

Group Insurance Plans

  • Life Insurance
  • Short-Term Disability Insurance
  • Long-Term Disability Insurance

Optional Payroll Deducted Benefits

  • Life Insurance
  • Disability Insurance
  • Long-Term-Care
  • IRA & Roth IRA’s
  • Financial Planning

Tax Planning and Strategy Services in Michigan - Maximizing Your Wealth

When it comes to building wealth and securing a prosperous future, effective tax planning and strategic financial strategies  play a vital role. At Timothy Roberts & Associates LLC, we offer future tax planning and strategy services in Michigan that are designed to boost your wealth and help you achieve your financial goals. Our experienced and professional team is dedicated to providing tailored solutions that maximizes your tax savings and optimize your overall financial success.

Why Tax Planning and Strategy?

Taxes play a significant role in our financial lives, and having a well-thought-out tax plan can only help toward achieving long-term financial success. Effective tax planning goes beyond just filing your annual returns; it involves strategically organizing your finances to help reduce your tax liability & optimize your economic outcomes.

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Extensive Range Of Our Services-

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tax prep

Tax Preparation

Aim toward getting the maximum out of your tax return with our meticulous tax preparation services in Michigan. Our professionals leave no stone unturned in identifying eligible deductions and credits to help minimize tax liability and maximize refunds. Trust us to analyze your financial records accurately to get back every penny you deserve.

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tax plan

Tax Planning

Take charge of your financial future with our proactive tax planning strategies. Our skilled professionals work closely with you to develop personalized plans that work to minimize tax liabilities and optimize your financial success. We help you make informed financial decisions by staying ahead of tax law changes and identifying potential savings opportunities.

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Tax Relief

Tax Relief & Resolution

Work away from any burden of tax debt with our tax relief and tax resolution services. Our experienced team specializes in providing reliable strategies designed to help alleviate your tax obligations. We thoroughly assess your situation, advocating on your behalf during negotiations with the IRS. With our expertise and guidance, you can navigate the complexities of tax debt and find the way toward financial freedom.

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Estate Trust Services

Estate & Trust Services

Protect your legacy with our comprehensive estate and trust services. Our experienced professionals work to ensure compliance by staying ahead of relevant tax laws and working to minimizing tax obligations. We assist with preparing estate tax and fiduciary returns for estates and trusts, helping to safeguard your assets, with the goal of a smooth wealth transition for future generations.

How our Tax planning And Strategy services benefit you?

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Minimize Tax Liability

Our team of experienced professionals is well-versed in the latest tax laws and regulations. We will analyze your financial situation and explore every available deduction, credit, and incentive to help minimize tax liability. By working to optimize your tax position, our goal is to ensure you are paying only what is necessary.

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Strategic Tax Planning

We go beyond just preparing your tax returns. Our team will devise a comprehensive tax strategy that aligns with your short-term and long-term financial goals. We will help you make informed decisions, such as timing income and expenses, structuring investments, and exploring tax-efficient savings options.

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Business Tax Planning

If you own a business, proper tax planning is essential for maximizing profits and minimizing tax obligations. We will assess your business structure, evaluate potential tax advantages, and guide you in implementing effective tax planning strategies. From entity selection to year-round tax planning, we’ve got you covered.

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estate succesion

Estate and Succession Planning

Planning for the future is crucial, especially when it comes to preserving and passing on your wealth. Our Timothy Roberts & Associates LLC team is here to help you navigate complex estate and succession tax matters, working to protect your assets and helping to make sure your loved ones are taken care of. We will collaborate with you to design a customized plan that addresses your unique circumstances.

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Tax Compliance and Audit Support

Dealing with taxes and audits can be overwhelming. But not to worry!  Our team is here to assist you. We’ll ensure you comply with tax laws and regulations. And if you ever face an audit or examination, we’ll guide you through the process and work to protect your interests.

Work to Maximize Your Profits: Advance Small Business Tax Preparation Services in Michigan

Running a small business in Michigan comes with its own set of challenges, and tax preparation is undoubtedly one of them. Being a small business owner, you want to focus on expanding your business and maximizing your profits, not getting lost in a sea of tax forms and regulations. That’s where our practical small business tax preparation services at Timothy Roberts & Associates LLC can make a significant difference. Our dedicated team of tax professionals understands small businesses’ unique needs and requirements. We have the expertise to help simplify the intricacies of tax laws and regulations specific to your industry and location. By entrusting us with your small business tax preparation, you can be confident that you are in capable hands. One of our primary goals is to help you maximize your profits. We go beyond simply preparing your tax returns. Our approach involves strategic tax planning, where we analyze your financial records and develop personalized strategies with the goal of minimizing your tax liability. We carefully examine your expenses, identify eligible deductions and credits, and work to ensure that you take full advantage of every tax-saving opportunity that comes your way. So, contact us today and we can work toward the goal of maximizing your profits.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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