Tax Services

Money Doesn’t Come Without Guidence ...

Home > Services > Tax Services

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.

tax planning

Extensive Range Of Our Services-

image 2023 11 28T10 23 18 618Z
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.

image 2023 11 28T10 23 42 063Z
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.

image 2023 11 28T10 28 55 117Z
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.

image 2023 11 28T10 51 13 296Z
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?

image 2023 11 28T10 55 39 312Z
tax 4

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.

image 2023 11 28T11 15 49 013Z

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.

image 2023 11 28T11 42 19 150Z

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.

image 2023 11 28T11 28 49 717Z
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.

image 2023 11 28T11 38 52 949Z

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.

Check the background of your financial professional on FINRA's BrokerCheck.

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.

Business Continuity | Important Disclosures