Business Details
Trusted Accounting & Tax Services in Traverse City
Wbcpa Group is a full-service Certified Public Accounting firm licensed in Michigan, dedicated to providing comprehensive financial solutions to individuals and businesses. Our team of experienced CPAs holds valid Michigan licenses and completes 40+ hours of annual continuing education to maintain expertise in evolving tax regulations. We are licensed by the Michigan Board of Accountancy and maintain membership in the Private Companies Practice Section of the American Institute of Certified Public Accountants. Our attest practice undergoes mandatory triennial peer reviews, having consistently received 'Pass' ratings since 1991.With over 125 combined years of experience, our three CPA shareholders deliver personalized services including tax preparation, business accounting, payroll processing, estate planning, and retirement strategies. Our commitment to professionalism, responsiveness, and quality ensures clients receive tailored financial guidance that maximizes deductions, minimizes liabilities, and supports long-term financial goals. We serve Traverse City and surrounding areas, offering both proactive tax planning and reactive audit representation to protect client interests.
Services
Tax Preparation
Small Business Accounting
Payroll Services
Estate Planning
Retirement Planning
Highlights and features
- Our CPAs hold valid Michigan licenses with 40+ annual CPE hours
- Three shareholders with 125+ combined years of public accounting experience
- Peer-reviewed attest practice since 1991 with consistent 'Pass' ratings
- Specialized expertise in construction, real estate, and medical/dental industries
- Personalized service directly with CPA shareholders having 35+ years experience
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Michigan Board of Accountancy
- Peer Review Program
Services
Tax Preparation
We prepare accurate individual and business tax returns while maximizing deductions and credits. Our Michigan-licensed CPAs stay current with federal and state tax laws to ensure compliance. We offer audit representation and tax planning strategies to minimize liabilities while helping clients retain more of their income.
Small Business Accounting
Our team provides monthly, quarterly, and annual financial statements to support informed business decisions. We offer cash flow analysis, budget preparation, QuickBooks assistance, and strategic tax planning to improve profitability and financial clarity for growing businesses.
Payroll Services
We handle payroll tax returns, W-2/1099 forms, and system setup to ensure compliance with evolving regulations. Our services reduce administrative burdens while maintaining accurate employee payments and tax filings for small to medium-sized businesses.
Estate Planning
We develop comprehensive estate plans considering tax implications and family needs. Our services include asset allocation strategies, gift tax planning, and business succession frameworks while coordinating with legal and investment professionals.
Retirement Planning
We create personalized retirement plans incorporating tax-deferred investment vehicles and income strategies. Our approach considers changing financial regulations to help clients build sustainable retirement income streams while minimizing tax exposure.
People
Mikel A. Wojtkowiak
CPA
With over 40 years of experience, Mike specializes in construction, real estate, and medical/dental industries. He graduated from Michigan State University in 1980 and has been with the firm since 1992.
Shaunna L. Bradford
CPA, MST
Shaunna holds a Masters in Taxation and specializes in high-net-worth individuals and restaurant businesses. She has practiced in Traverse City for over 20 years following her 1985 graduation.
Patricia A. Cross
CPA
Trish manages small business accounting services with expertise in dental/medical fields. She has served Traverse City clients since 1989 and oversees payroll tax compliance for business clients.
Questions
What accounting services do you offer for small businesses?
We provide monthly financial statements, cash flow analysis, budget preparation, QuickBooks assistance, and strategic tax planning to support business growth.
How can you help with tax planning?
Our CPAs develop strategies to maximize deductions, minimize liabilities, and implement tax-deferred investment options while maintaining compliance with current regulations.
Do you handle payroll processing?
Yes, we prepare payroll tax returns, W-2/1099 forms, and assist with system setup to ensure regulatory compliance for businesses.
What estate planning services are available?
We create customized estate plans considering asset allocation, gift tax strategies, and business succession while coordinating with legal professionals.
