Business Details
39 Years
experience
Trusted Accounting & Tax Services in Mason, MI
Established in 1987, Casper Willson Wilson & Holmes has built a legacy of delivering comprehensive accounting and tax solutions to individuals and businesses across Greater Lansing and Lower Michigan. Our team of certified professionals brings decades of collective experience in tax preparation, financial statement compilation, payroll processing, and business advisory services. We specialize in personalized client consultations, offering tailored tax strategies and year-round support that extends beyond traditional tax seasons. With two offices in Mason and Fowlerville, Michigan, we combine local expertise with remote service capabilities to serve clients nationwide through secure online platforms.Our commitment to maintaining the highest professional standards while providing accessible, client-focused service has earned us enduring trust in the communities we serve. From individual 1040 filings to complex corporate tax returns, we approach every engagement with meticulous attention to detail and a dedication to fair, transparent pricing. As a firm led by seasoned CPAs and Enrolled Agents, we ensure compliance with evolving tax regulations while prioritizing clear communication and actionable financial guidance for every client.
Services
Tax Preparation
Payroll Processing
Financial Statements
Remote Accounting
Business Advisory
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of continuous service since 1987
- Provide remote accounting solutions nationwide via secure platforms
- Specialize in personalized tax strategy consultations
- Maintain year-round availability for client needs
- Led by CPAs and IRS-licensed Enrolled Agents
Services
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses including 1040s, corporate filings, partnerships, trusts, and payroll tax documents. Our experts ensure compliance with federal and state regulations while optimizing tax positions through strategic planning. Clients receive accurate, timely filings with year-round support for tax-related inquiries.
Payroll Processing
Our after-the-fact payroll services include preparing monthly and quarterly tax returns, W-2s, 1099s, and year-end documentation. We handle federal unemployment taxes, state filings, and compliance reporting for businesses of all sizes. Clients benefit from accurate payroll tax calculations and timely submissions to prevent penalties.
Financial Statements
We compile monthly and quarterly financial statements from client-provided data, with options for review and audit services. Our financial reporting helps businesses track performance, meet regulatory requirements, and make informed management decisions. Services include balance sheets, income statements, and cash flow analysis tailored to client needs.
Remote Accounting
Access our accounting expertise nationwide through secure online platforms, video conferences, and digital document sharing. We provide tax strategy sessions, financial consultations, and document reviews without geographic limitations. This service maintains the same personalized attention and professional standards as our in-office offerings.
Business Advisory
We offer strategic guidance for business startups, entity selection, succession planning, and operational management. Our advisors help clients navigate tax implications, structure financial systems, and plan for long-term growth. Services include entity formation (LLCs, corporations), payroll system setup, and tax-efficient business strategies.
People
T. Richard Spalding
Principal
CPA, ABA, EA with decades of experience in tax strategy and business advisory. Focuses on complex tax planning and financial consulting for businesses and high-net-worth individuals.
John E Wilson
Principal
EA, ABA with expertise in corporate tax compliance and accounting services. Specializes in helping local businesses with payroll processing and financial statement preparation.
Jeffrey Flynn
Accountant / Tax Preparer
CPA providing comprehensive tax preparation and accounting services. Focuses on accuracy in individual and business tax filings while maintaining client communication.
Roxanne K. Gleason
Accountant / Tax Preparer
CPA, ABA with specialization in trust and estate tax filings. Provides detailed financial reporting and compliance services for complex tax situations.
Teresa G. Scully
Accountant / Tax Preparer
Experienced in individual tax preparation and small business accounting. Focuses on clear client education and thorough tax return preparation.
Questions
What tax services do you offer for businesses?
We prepare corporate tax returns (1120, 1120S), partnership filings (1065), payroll taxes (941, 940), and state unemployment tax returns for businesses of all sizes.
Can you help with remote accounting services?
Yes, we offer secure online accounting services nationwide through digital document sharing and virtual consultations via phone or video conferencing.
Do you provide year-round accounting support?
Yes, we maintain year-round availability for tax questions, financial reporting, and payroll processing rather than closing after tax season.
What areas do you serve?
We serve clients in Greater Lansing, Lower Michigan, and nationwide through our remote service capabilities.
What accounting credentials do your staff hold?
Our team includes Certified Public Accountants (CPAs) and IRS-licensed Enrolled Agents (EAs) with extensive tax and accounting expertise.
How do you handle payroll tax filings?
We process monthly and quarterly payroll tax returns, W-2s, 1099s, and year-end documentation to ensure compliance with federal and state requirements.
