Enrolled Agent, Financial Advisor
Dennis Michalak began preparing taxes in 1983, purchasing his first franchise and following a few years later with another. In 1987, he became licensed with Avantax. After seeing many of his tax clients returning to him year after...
Certified Financial Planner, Enrolled Agent
Christopher Michalak joined his father's firm in 2006 after graduating with an engineering degree. Seeing the need for his tax clients to receive financial advice that aligned with their tax situation, he quickly became licensed, and...
Client Experience Manager
JESSICA REAVES handles front office support - answering phones, assisting with investment accounts, and is part of our marketing team. She is an advocate of special needs awareness and is also a successful wedding and portrait...
Client Services Associate
Kelsey Kennedy serves as one of our client service associates and is a member of our marketing team. She graduated from Eastern Michigan University with a degree in education. In her spare time she enjoys the art of baking and a...
Enrolled Agent & Financial Advisor
NICHOLAS KASTER joined the firm as a Tax and Financial Associate after graduating from Eastern Michigan University with his MBA. He also holds a bachelor’s in accounting from Grand Valley State University. Nick enjoys being...
Enrolled Agent & Financial Associate
Rhiannon Stewart joined our firm with over 15 years of experience in Automotive Accounting Management. As a tax associate, she is currently studying to obtain her Enrolled Agent license to practice before the IRS. Outside of office...