Business Details
50+ Years
experience
Your Trusted Ann Arbor Accounting Partner
For decades, Curtis Bailey Exelby & Sposito has delivered personalized financial guidance to individuals and businesses in Ann Arbor. Our expertise spans tax preparation, accounting, audits, financial planning, and business consulting. With a team of seasoned CPAs, we combine technical excellence with tailored strategies to help clients navigate complex financial landscapes and achieve long-term goals. Our commitment to community involvement and responsive service has earned us enduring trust from local clients. Services
Tax Management
Accounting Services
Audits
Estate Planning
Financial Consulting
Payroll Services
Business Valuation
IRS Representation
Details
- Year established: 1960
Highlights and features
- We offer 25+ years of CPA expertise in diverse industries
- Our personalized service adapts to unique client needs
- We specialize in strategic tax planning and audit preparation
- Our team maintains real-time updates on tax law changes
- We combine deep local market knowledge with national standards
What people say
Expert tax planning
Responsive team
Detailed audits
Proactive advice
Local market knowledge
Services
Tax Management Services
Our tax planning services optimize financial outcomes by minimizing liabilities while maintaining compliance. We analyze current and future tax scenarios, implement strategic savings approaches, and ensure accurate filings. Clients receive ongoing guidance to adapt to evolving tax regulations while maximizing cash flow for personal and business objectives.
Accounting Services
We provide comprehensive accounting solutions from basic bookkeeping to complex financial statements. Our team ensures accurate record-keeping, real-time financial insights, and customized reporting to support informed decision-making. Services include system setup, payroll processing, and cash flow analysis tailored to each client's industry requirements.
Estate and Trust Planning
Our estate planning specialists help clients protect assets and facilitate smooth wealth transfer through customized trust arrangements and tax-efficient strategies. We navigate complex inheritance laws to create plans that meet both personal wishes and legal requirements while minimizing tax burdens for beneficiaries.
Business Valuation
We deliver precise business valuations for mergers, acquisitions, or succession planning. Using industry-specific methodologies, we analyze financial health, market positioning, and growth potential. Our reports provide defensible data for transactions, tax purposes, and strategic decision-making across various business sizes and sectors.
IRS Representation
Our certified professionals advocate for clients during IRS audits and tax disputes. We handle communication, documentation submission, and negotiation to resolve issues efficiently. This service includes audit defense strategies and representation for both individual and corporate taxpayers facing federal or state tax examinations.
People
Henry E. Alvarez
Managing Principal
Over 25 years of public accounting experience serving diverse industries including manufacturing, construction, and healthcare. Recognized member of AICPA and MICPA with expertise in auditing, taxation, and business consulting. Graduated from Wayne State University and active community leader.
John G. Sposito
Founding Partner
With 65+ years of experience, John established the firm in 1955 and pioneered its growth into Ann Arbor's leading accounting practice. Specializes in real estate taxation and union benefit fund administration. Holds CPA and MICPA affiliations with extensive board service experience.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial statements, payroll processing, tax compliance, and business advisory services tailored to small business needs.
How do you handle complex tax situations?
Our team has specialized expertise in managing complex tax scenarios including international taxation, business restructurings, and high-net-worth individual returns with maximum compliance.
Can you help with business succession planning?
Yes, we specialize in business valuation, estate planning, and succession strategies to ensure smooth transitions while minimizing tax implications and maintaining business continuity.
What technology tools do you use?
We utilize advanced accounting software including QuickBooks ProAdvisor services and implement technology solutions to improve financial tracking and reporting efficiency for clients.
Do you offer ongoing advisory services?
Yes, we provide continuous financial advisory services including cash flow management, budgeting, and strategic planning to support long-term business growth and personal financial goals.
