Business Details
50+ Years
experience
Certified Accounting & Tax Solutions in Traverse City
Welcome to Jarvis Kindlinger Shumsky, where accounting meets a people-centric approach. With decades of experience, we specialize in transforming complex financial challenges into strategic opportunities for both individuals and businesses. Our team of certified professionals delivers tailored solutions in tax planning, estate management, and business consulting, prioritizing clarity and long-term growth. We distinguish ourselves by combining technical expertise with personalized service, ensuring clients understand every aspect of their financial landscape.Founded on principles of integrity and transparency, we serve Traverse City and surrounding areas, offering guidance that extends beyond numbers to empower informed decision-making. Our commitment to continuous learning keeps us ahead of evolving tax codes, while our community-focused ethos ensures every client relationship is built on trust and mutual respect.
Services
Tax Preparation
Estate Planning
QuickBooks Support
Succession Planning
Cash Flow Management
New Business Formation
Non-Profit Accounting
Strategic Business Planning
Details
- Year established: 1973
Highlights and features
- 40+ years of combined experience in accounting and tax strategy
- Personalized financial planning tailored to client goals
- Proactive tax minimization strategies for individuals and businesses
- Comprehensive business consulting beyond basic accounting
- Community-focused approach with local Traverse City expertise
What people say
Exceptional tax planning
Proactive business guidance
Responsive support team
Community-focused approach
Strategic financial insights
Services
Business Consulting
Our business consulting services help transform financial challenges into growth opportunities. We analyze your current financial position, identify efficiency gaps, and develop customized strategies for sustainable growth. With expertise in cash flow management and succession planning, we provide actionable insights that align with your long-term business objectives while maintaining compliance with evolving regulations.
Estate Planning
We specialize in creating comprehensive estate plans that protect your assets and ensure your wishes are honored. Our approach addresses tax implications, probate avoidance, and family dynamics through wills, trusts, and advanced directives. We guide clients through complex decisions about asset distribution, guardianship, and healthcare directives while minimizing legal complications for beneficiaries.
Tax Services
Our tax services combine compliance expertise with proactive planning to minimize liabilities. We prepare individual and business tax returns while developing year-round strategies that align with financial goals. This includes entity selection, quarterly estimated tax planning, and navigating complex deductions to optimize after-tax income for both personal and business portfolios.
QuickBooks Support
We provide complete QuickBooks setup, training, and ongoing support tailored to small businesses. Our services ensure accurate financial tracking through proper chart of accounts configuration, monthly reconciliations, and customized reporting. We train clients to maximize software functionality while maintaining clean general ledgers that support informed business decisions.
Succession Planning
Our succession planning ensures business continuity through structured ownership transfers. We develop strategies for family business transitions, key employee buyouts, and valuation planning. This includes tax-efficient structures for asset transfers, leadership development frameworks, and contingency plans that protect business value across generations.
People
Christopher W. Kindlinger
President
With over 30 years in accounting, Chris specializes in business consulting and tax strategy for closely held companies. He holds a Master of Science in Taxation and serves as a QuickBooks Pro-Advisor, combining technical expertise with strategic business guidance.
Scott W. Verhage
Senior Manager
Scott brings 20+ years of tax planning experience, focusing on high net worth individuals and Michigan-based businesses. His expertise in complex tax scenarios helps clients navigate regulatory requirements while optimizing financial outcomes through strategic planning.
Nancy J. Pringle
Manager
A 33-year CPA veteran, Nancy specializes in small business accounting and tax preparation. Her experience managing $14M+ operations provides practical insights into financial reporting, compliance, and growth-oriented bookkeeping solutions for local businesses.
Levi H. Berlin
Senior Accountant
Levi combines recent academic achievement with hands-on experience in individual tax preparation and Michigan charter school accounting. His focus on emerging business needs complements the firm's commitment to both traditional and evolving accounting challenges.
Thomas C. Kindlinger
Senior Accountant
Thomas provides technical accounting expertise with a focus on precision and regulatory compliance. His experience spans multiple industries, delivering accurate financial reporting and tax solutions that align with both client goals and legal requirements.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bank reconciliations, income statements, balance sheets, payroll processing, and customized financial reporting tailored to your specific needs.
How can you help with tax planning?
Our tax planning services include year-round strategy development, entity selection, quarterly estimated tax planning, and maximizing deductions to optimize your after-tax income for both personal and business portfolios.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, and ongoing support including chart of accounts configuration, monthly reconciliations, and customized reporting to maintain accurate financial records.
What estate planning services are available?
We offer comprehensive estate planning covering wills, trusts, advanced directives, probate avoidance strategies, and tax-efficient asset distribution plans tailored to your family's unique circumstances.
How do you handle business succession planning?
Our succession planning includes ownership transfer strategies, valuation planning, leadership development frameworks, and tax-efficient structures for family business transitions and key employee buyouts.
What sets you apart from other accounting firms?
We combine technical expertise with personalized service, focusing on strategic business consulting beyond basic accounting while maintaining deep local knowledge and community commitment.
