Business Details
31 Years
experience
Certified Accounting & Business Consulting Services
Founded in 1995, James & Springgate has dedicated itself to helping individuals and businesses navigate financial challenges and opportunities. Our team of certified professionals combines over 85 years of collective public accounting experience with a client-centric philosophy, prioritizing proactive problem-solving and strategic planning over historical reporting. We specialize in integrating traditional accounting services with forward-looking financial and business strategy, offering tailored solutions for tax compliance, wealth management, and corporate advisory needs.Our commitment to excellence is demonstrated through timely coordination of tax and accounting strategies, supported by a team of licensed CPAs who maintain the highest standards of professional certification. We believe an accountant's true value lies in acting as a trusted business partner, guiding clients toward sustainable growth and financial clarity through personalized advisory services.
Services
Tax Planning
Financial Consulting
Business Advisory
Estate Planning
Retirement Strategy
Payroll Services
Financial Statements
QuickBooks Support
Wealth Management
IRS Representation
Details
- Year established: 1995
Highlights and features
- We offer over 85 years of combined public accounting experience with licensed CPAs
- Our team approach combines specialized expertise in tax, accounting, and business strategy
- We focus on proactive financial planning rather than historical reporting
- We maintain active professional certifications including CPA, CFP, and PFP designations
- Our client-centric philosophy emphasizes long-term partnership over transactional relationships
Services
Tax Planning
Our tax planning services combine compliance expertise with strategic foresight to minimize liabilities while maximizing financial opportunities. We specialize in individual, business, and trust tax planning, leveraging our CPAs' extensive experience to create customized solutions that align with long-term financial goals and regulatory requirements.
Business Advisory
We provide comprehensive business advisory services including strategic planning, internal control reviews, and succession planning. Our team helps closely held businesses optimize operations through cash flow analysis, capital expansion planning, and retirement plan selection while maintaining strict adherence to accounting standards and regulatory compliance.
Wealth Management
Our wealth management services integrate investment review, asset allocation, and retirement planning to build sustainable financial futures. Certified financial planners work with clients to develop customized strategies for wealth accumulation, mortgage planning, and estate transfer while maintaining tax-efficient structures across all service offerings.
QuickBooks Support
We offer specialized QuickBooks training and implementation services to streamline financial operations. Our CPAs provide system reviews, process optimization, and hands-on support to ensure accurate bookkeeping, efficient payroll processing, and reliable financial reporting for businesses of all sizes.
IRS Representation
Our firm provides professional IRS representation services backed by decades of compliance experience. We assist clients with tax return preparation, audit support, and dispute resolution while maintaining strict adherence to ethical standards and regulatory requirements through our team of licensed tax professionals.
People
Amy L. Taylor
Member
20+ years public accounting experience, CPA, specializes in tax services and QuickBooks consulting. Holds BBA and MST degrees from Western Michigan University and Grand Valley State University.
Lisa Anspaugh
Member
30+ years experience including banking roles, CPA, focuses on business consulting and financial projections. Graduated from Western Michigan University with BBA in Accountancy.
Nancy Springgate
Founder
40+ years experience with Deloitte and Ernst & Young, holds CPA, CFP, and PFP certifications. Specializes in financial planning and business consulting with University of Michigan and DePaul University degrees.
Mindy Allwardt
Professional Staff
30+ years public accounting experience, CPA, specializes in tax services and QuickBooks consulting. Joined firm in 2020 after owning local practice for 15 years.
Josh Schoiber
Professional Staff
14+ years experience, CPA, provides tax services and accounting assistance. Joined as intern in 2012, holds multiple advanced degrees from Western Michigan University and Grand Valley State University.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including financial statement preparation, payroll processing, internal control reviews, and business succession planning tailored to small and medium-sized enterprises.
Do you specialize in individual tax planning?
Yes, our CPAs offer personalized tax planning for individuals, including retirement strategies, estate planning, and stock option exercise planning to optimize financial outcomes.
Are your professionals certified?
All our accountants hold active CPA certifications, with additional credentials including Certified Financial Planner (CFP) and Personal Financial Planner (PFP) designations.
How do you approach business consulting?
We combine accounting expertise with strategic planning, offering cash flow analysis, capital expansion planning, and retirement plan selection to support business growth and sustainability.
What QuickBooks support do you provide?
We offer system implementation, process optimization, and training services to help businesses maximize QuickBooks functionality for accurate bookkeeping and financial reporting.
How long have you served Michigan businesses?
Since our founding in 1995, we've provided accounting and consulting services to Michigan clients, maintaining deep local market knowledge and professional networks.
