Business Details
32 Years
experience
Your Trusted Accounting Partner in Traverse City, MI
Intrust CPA has been serving businesses and individuals in Northern Michigan for over 30 years, combining deep expertise with personalized service. Our team of four certified CPAs and QuickBooks specialists brings 46 years of combined experience to deliver tailored accounting, tax planning, and consulting solutions. We prioritize building long-term relationships, leveraging advanced technology to ensure accuracy and efficiency while maintaining a steadfast commitment to ethical standards.Our community roots and focus on proactive problem-solving set us apart as a trusted partner for financial success. By staying ahead of evolving tax laws and industry trends, we empower clients to achieve their goals with confidence, offering year-round support that extends far beyond traditional accounting services.
Services
Taxes
Bookkeeping
Accounting
Reviews & Compilations
Consulting
QuickBooks Support
Details
- Year established: 1994
Highlights and features
- We have over 30 years of experience in accounting services
- Our team includes four certified CPAs and QuickBooks experts
- We provide personalized service tailored to individual client needs
- We maintain the highest professional ethical standards
- Our proactive approach anticipates client needs year-round
Services
Taxes
Intrust CPA provides comprehensive tax planning and preparation services for individuals and businesses. Our expertise minimizes liabilities while ensuring compliance with evolving regulations. We offer strategic guidance for corporations, partnerships, and personal income taxes, including retirement planning and IRS representation.
Bookkeeping
Our bookkeeping services maintain accurate financial records through bank reconciliation, income statement analysis, and general ledger maintenance. We help businesses track cash flow, identify savings opportunities, and ensure financial clarity for informed decision-making.
Accounting
We provide full-service accounting solutions including financial statement preparation, compliance reporting, and organizational systems. Our services ensure regulatory adherence while offering insights for business growth and operational efficiency.
Reviews & Compilations
Intrust CPA offers financial statement services with limited assurance reviews and internal compilations. We verify data accuracy for external stakeholders and prepare customized reports to meet regulatory and internal management needs.
Consulting
Our consulting services guide businesses through growth strategies, financial challenges, and operational improvements. We assist with business plans, cash flow budgets, and structural decisions to enhance long-term success.
People
Jonathan Sluis
President
Jonathan leads Intrust CPA with over 20 years of accounting experience, specializing in strategic financial planning and client relationship management. He focuses on delivering personalized solutions while maintaining ethical standards.
James Morgan
Tax & Accounting Manager
James oversees tax compliance and accounting operations, bringing 15 years of expertise in corporate taxation and financial reporting. He ensures accurate, timely service delivery for business clients.
Scott Myers
Tax & Accounting Manager
Scott specializes in individual and business tax planning, with a focus on minimizing liabilities through strategic compliance strategies and regulatory expertise.
Rick Delaney
Tax Consultant
Rick provides specialized tax consulting for complex financial situations, leveraging 25 years of experience in estate planning and business succession strategies.
Matthew Jacobs
Staff Accountant
Matthew supports clients with tax preparation and accounting needs, combining technical proficiency with personalized service to ensure client satisfaction.
Questions
What is a CPA?
A CPA (Certified Public Accountant) is a licensed professional who has passed rigorous exams and maintains ethical standards in accounting practices.
How do you keep up with tax laws?
We stay current through continuing education, industry journals, and professional network updates to ensure compliance with all regulations.
Do you offer year-round support?
Yes, we provide ongoing financial guidance beyond tax season to help clients maintain compliance and optimize financial health.
What areas do you serve?
We primarily serve Traverse City and Northern Michigan, offering personalized accounting solutions tailored to local business needs.
How are tax returns processed?
Returns are handled on a first-come basis, with completion times ranging from 2-3 days for simple returns to one week for complex filings.
