Business Details
47 Years
experience
Comprehensive Accounting & Financial Services in Michigan
Founded in 1979, McDonald & Associates has established itself as a trusted provider of comprehensive accounting and financial services across Michigan. Our firm began with a commitment to delivering personalized solutions and has grown through strategic acquisitions and the addition of experienced professionals. With offices in Saginaw, Bay City, Midland, St. Charles, Sparta, and Grand Rapids, we serve diverse industries including agriculture, construction, dental, and veterinary sectors. Our team of CPAs and financial experts brings decades of combined experience, supported by ongoing education to stay current with evolving tax laws and regulations.We specialize in tax planning, business consulting, payroll services, and retirement planning, emphasizing proactive strategies to minimize liabilities and maximize client wealth. Our Value Builder System and Bundled Services program offer tailored approaches to enhance business profitability and provide predictable costs. We prioritize client relationships, ensuring accuracy, compliance, and personalized support while leveraging our expertise in QuickBooks and industry-specific knowledge to deliver actionable insights. Our mission remains to be our clients' most trusted advisor, helping them achieve financial growth and long-term success.
Services
Tax Planning & Preparation
Payroll Services
Business Consulting
Retirement Planning
Estate Planning
Agricultural Accounting
Construction Accounting
QuickBooks Support
Business Valuations
Succession Planning
Details
- Year established: 1979
Highlights and features
- We offer over 40 years of experience in accounting and tax services across Michigan.
- Our team includes Certified Public Accountants with industry-specific expertise.
- We provide personalized, proactive tax planning to minimize liabilities year-round.
- Our Bundled Services program offers predictable pricing and comprehensive support.
- We combine QuickBooks expertise with deep agricultural and construction accounting knowledge.
Associations and certifications
- Certified QuickBooks ProAdvisors
Services
Tax Planning & Preparation
Our tax planning and preparation services ensure compliance while minimizing liabilities through strategic deductions and credits. We handle corporate, partnership, and individual returns with expertise in complex tax scenarios. Clients benefit from year-round planning and audit protection up to $1,000 in services.
Payroll Services
We streamline payroll processing with direct deposit, tax filings, and benefits coordination. Our expertise ensures timely employee payments and accurate submission of federal/state payroll taxes. Services include W-2/W-3 preparation and workers' compensation audit support.
Business Consulting
Our consulting services focus on improving profitability through financial analysis, software selection, and succession planning. We assist with entity restructuring, debt management, and industry-specific strategies to enhance operational efficiency and long-term growth.
Agricultural Accounting
Tailored solutions for agricultural clients include job costing, tax compliance, and financial reporting. Our team with farming backgrounds provides QuickBooks support and proactive tax planning to maximize farm profitability and retirement savings.
Construction Accounting
Specialized services for construction firms include job costing implementation, tax credit optimization, and workers' compensation management. We help track project costs accurately and ensure compliance with complex state and federal regulations for contractors.
People
Tom McDonald
Founder
Established McDonald & Associates in 1979, bringing decades of accounting expertise to Michigan businesses. Pioneered expansion through strategic acquisitions and development of comprehensive financial services.
George Snyder
Managing Partner
Joined in the 1980s, became CPA and Managing Partner. Instrumental in growing the firm through mergers and expanding service offerings to include retirement planning and business valuations.
Jeff Burns
Managing Partner
CPA and Managing Partner since the 1980s, focused on enhancing accounting systems and client service standards. Played key role in developing industry-specific solutions for agricultural and construction sectors.
Annette McTaggart
Managing Partner
Became CPA and Managing Partner in the 1980s, driving firm expansion and implementation of technology-driven financial solutions. Specializes in business succession planning and QuickBooks integration.
Questions
What accounting services does McDonald & Associates offer for businesses?
We provide tax planning, payroll processing, financial reporting, business consulting, and industry-specific solutions for agriculture and construction sectors.
Do you offer personalized retirement planning services?
Yes, our retirement planning includes goal assessment, income strategies, risk management, and implementation of tailored savings approaches.
How can your firm help with tax compliance?
Our CPAs offer year-round tax planning, audit protection, and expertise in minimizing liabilities through strategic deductions and credits.
What makes your agricultural accounting services unique?
Our team has farming backgrounds and industry knowledge to provide accurate bookkeeping, tax planning, and profitability analysis for farms.
Do you support QuickBooks users?
As Certified QuickBooks ProAdvisors, we offer system setup, error detection, job costing implementation, and ongoing software support.
What locations do you serve in Michigan?
We operate from offices in Saginaw, Bay City, Midland, St. Charles, Sparta, and Grand Rapids.
