Business Details
Trusted Accounting Services in Ann Arbor, MI
For years, Oakwood Business Services has provided quality, personalized financial guidance to individuals and businesses in the Ann Arbor area. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. As a leading firm in the region, we combine deep industry knowledge, experienced professionals, and a collaborative team approach to ensure every client receives tailored analysis and attention. Our commitment to excellence, seasoned tax professionals, and strong work ethic have earned us a loyal client base and respect within the local business community.We prioritize open communication to understand client needs, employing research-driven strategies to maintain financial viability in the present while proactively addressing future goals. Our dedication to leveraging cutting-edge technology streamlines processes, enabling clients to harness digital tools as competitive advantages. With offices in Ann Arbor, we serve both current and prospective clients, ensuring timely, competent advice across all financial matters.
Services
Accounting Services
Tax Planning
Tax Return Preparation
Payroll Services
Audits
Financial Statements
Financial Planning
Bookkeeping
Corporate Tax Planning
Employee Benefit Plans
Highlights and features
- We offer decades of combined experience in accounting and tax services.
- Our team consists of certified experts with specialized financial credentials.
- We utilize the latest technology for efficient and effective solutions.
- We take a proactive approach to long-term financial strategy.
- We provide personalized guidance tailored to each client's unique needs.
Associations and certifications
- Certified Public Accountant
- QuickBooks Certified Professional Advisor
- Certified Financial Planner
- Personal Financial Specialist
Services
Accounting Services
We provide accurate record-keeping, financial reporting, and system setup support for businesses of all sizes. Our services include general ledger preparation, cash flow budgeting, and forecasting to help maintain profitability and capitalize on growth opportunities through reliable financial insights.
Tax Planning
Our tax planning optimizes financial opportunities using current and updated tax laws. We minimize liabilities, maximize cash flow, and ensure compliance through strategic analysis of receipts, bills, and notices while aligning with long-term business objectives.
Payroll Services
We streamline payroll administration with computerized systems for timely payments and tax return preparation. Our solutions reduce manual workload, ensuring accuracy in employee compensation tracking and regulatory compliance.
Financial Planning
We develop customized financial strategies to achieve business and personal goals. Services include investment analysis, profit-sharing plans, and employee benefit structuring, combining expertise with technology for data-driven decision-making.
Audits
Our audit services ensure transparency and regulatory compliance through thorough examination of financial records. We deliver actionable insights to improve internal controls, risk management, and operational efficiency for businesses.
People
David Ligotti
Owner
Certified Public Accountant with expertise in tax planning and financial services, David leads Oakwood Business Services with over 20 years of experience in accounting and financial planning.
Josh Palmer
Financial Advisor
Josh Palmer specializes in client services and financial solutions, bringing a client-focused approach to support Oakwood's diverse clientele with tailored accounting strategies.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, system setup, and cash flow management tailored to small business needs.
How can your firm help with tax planning?
We minimize tax liabilities and maximize savings through strategic planning aligned with evolving tax regulations and business goals.
Do you serve both individuals and corporations?
Yes, we offer personalized tax and financial services for individuals, startups, and established enterprises across industries.
What technology do you use for accounting solutions?
We leverage the latest accounting software and communication tools to streamline processes and enhance collaboration with clients.
