We are a value based pricing CPA Firm. We do not track our time and we do not have billing rates. All or our work is prices up front, before the service is performed.

We offer advisory services such as strategic planning, succession planning, estate planning, and cash flow management to our private closely-held business clients and high net worth individuals, in addition to the traditional tax and accounting services.

Contact: Ryan Holtz (616) 458-1835

Membership Level: Primary Partner

Categories: Financial & Investment Services

Tags: accountingCPAestate planningfinancial planninginvestinginvestmentstax preperationtax servicestaxes

161 Ottawa Ave. NW, Ste 200
Grand Rapids, MI 49503 

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(616) 458-1835 (Phone)

Contact: Ryan Holtz


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