Three Top Tax Preparers in St. Joseph, Michigan
Plante & Moran PLLC
Plante & Moran’s St. Joseph office in the upscale Renaissance area is home to more than a dozen tax professionals. This firm, one of the region’s priciest, offers a range of tax services targeted to upper-income, business- and investment-oriented clientele. “Family wealth management” is one of P-M’s central promotional themes, and it’s a theme that especially resonates among Berrien County’s upper-middle-class at tax time.
This firm typically assigns a partner to your account, and that partner learns your financial situation and anticipates your tax problems and opportunities, crafting solutions, investments, deferments, and a host of other tax strategies to ensure the client pays as little tax as possible.
If you’re looking for a loophole, Plante & Moran is the team you want to have holding the magnifying glass.
You can find P-M partners at 511 Renaissance Drive,
Suite 120, St. Joseph, MI 49085. Phone them at 269-982-8000 or fax at 269-982-2800. Hours are by appointment only. During tax season, your bill-by-the-hour P-M partner will typically work whatever hours are required to get the job done well and on time.
McMurray, Marks & Edmunds CPAs
Another locally well-connected firm with a stalwart reputation as insightful tax strategists and careful tax preparers, McMurray, Marks & Edmunds is a genuinely local-guys-make-good type of firm.
Formed in 1974, MME is staffed with five CPAs and two CPA candidates, as well as three paraprofessionals and a full clerical contingent.
MME caters to local residents not only with annual tax preparation needs but also with estate planning, gifts, bequests and trusts issues. They provide clients with an assortment of tools and tactics, such as tax calculators, estate planning worksheets and endowment fund strategies, prior to tax time, in order to help the client be as prepared as possible when April 15 inevitably rolls around.
MME also offers clients a regular newsletter to help them stay abreast of trends and changing tax laws in Michigan.
McMurray, Marks & Edmunds CPAs is easy to get to in St. Joseph’s Southtown neighborhood at 805 Van Brunt Ave.,
St. Joseph, MI 49085. Hours are generally 9 a.m. to 5 p.m. on weekdays, but the professionals typically are available whatever hours are necessary, including weekends. You may phone them at 269-983-0131 or reach them by fax at 269-983-0335.
H & R Block Tax Services
One of the most popular spots in town every April, H & R Block is one of a national chain of tax preparation firms that reaches out to the ordinary American – the guy or gal who generally doesn’t think about taxes until the 11th hour, or slogs through the IRS code alone and doesn’t seek help until the April 15 deadline is looming.
For those with ordinary incomes, ordinary tax issues, modest investments and relatively uncomplicated business interests, H & R Block is eminently efficient and affordable. Expect to be an active participant in your tax preparations, however, as the H & R Block preparers will expect you to have your documents in order and your receipts at the ready.
While friendly, professional and competent, H & R Block tax preparers won’t become your partner in business or financial management strategies. But if you’re looking for efficiency, competence and assistance with late filings, these ladies and gentlemen are the best friends you can ask for at tax time.
You’ll find H & R Block Tax Services at 3665 South Lakeshore Dr., St. Joseph, MI 49085. Their phone number is 269-429-8435 and the hours vary by season.
