Business Details
46 Years
experience
Certified Accounting Services in Livonia, MI
Numeri is a trusted Certified Public Accounting firm serving businesses and individuals since 1980. Our team of experienced professionals specializes in small business accounting, personal tax preparation, estate planning, and comprehensive financial strategies. We combine decades of industry expertise with personalized service to help clients navigate complex tax laws, minimize liabilities, and achieve long-term financial success. Our commitment to building lasting relationships ensures clients receive tailored solutions that align with their unique goals.With deep knowledge of multi-state compliance and specialized industries like construction and healthcare, we provide actionable insights that drive business growth. Our proactive approach to tax planning and financial advisory services positions us as strategic partners rather than mere number crunchers. We serve communities across Michigan and nationwide, prioritizing accuracy, transparency, and exceptional client support in every engagement.
Services
Tax Preparation
Bookkeeping Services
Financial Planning
Estate Planning
Multi-State Compliance
Details
- Year established: 1980
Highlights and features
- We offer 45+ years of combined accounting expertise since 1980
- Our team provides personalized tax strategies for maximum savings
- Specialized knowledge in multi-state tax compliance and reporting
- Proactive financial planning tailored to individual and business needs
- Industry-specific expertise serving construction, healthcare, and professional services
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate filings for individuals and businesses. Certified professionals optimize deductions while maintaining compliance with federal and state regulations. We specialize in complex returns for multi-state operations and provide audit support when needed. Clients benefit from strategic timing of tax payments and proactive planning for future obligations.
Financial Planning
We develop customized financial plans addressing short and long-term goals. Services include cash flow analysis, retirement planning, and investment strategy optimization. Our approach integrates tax implications with estate planning considerations to maximize wealth preservation. Regular reviews ensure plans adapt to changing life circumstances and market conditions.
Bookkeeping Services
Our bookkeeping solutions maintain precise financial records using modern accounting software. We manage accounts payable/receivable, payroll processing, and financial statement preparation. Real-time reporting tools provide business owners actionable insights for operational decisions. Services scale from basic transaction recording to complete back-office financial management.
Estate Planning
We create comprehensive estate plans minimizing tax burdens while fulfilling client wishes. Services include wills, trusts, power of attorney arrangements, and guardianship designations. Our specialists coordinate with legal advisors to ensure proper documentation. We address elder care considerations and government benefit preservation for special needs beneficiaries.
Multi-State Compliance
Our experts navigate complex multi-state tax requirements for businesses operating across jurisdictions. We determine proper apportionment, manage filings in multiple states, and identify tax credits to prevent double taxation. Regular compliance reviews help businesses maintain good standing while optimizing their tax positions in all operating locations.
People
Jay Kossen
President & Lead Certified Public Accountant
With over 40 years of accounting experience, Jay Kossen leads Numeri's strategic direction. He specializes in tax optimization for small businesses and has developed innovative compliance solutions for multi-state operations. Jay maintains active CPA licenses in multiple states.
Ashley Jackson
Accountant
Ashley Jackson brings expertise in personal tax preparation and estate planning. She focuses on minimizing tax liabilities through strategic deductions while ensuring compliance with evolving regulations. Ashley holds active CPA certifications and participates in annual tax law training.
Rebecca Sitler
Accountant
Rebecca Sitler specializes in small business accounting and financial reporting. She helps clients implement effective bookkeeping systems and provides guidance on business growth strategies. Rebecca maintains current accounting certifications and participates in professional development programs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, financial reporting, payroll processing, and business advisory services tailored to small businesses.
Do you handle multi-state tax compliance?
Yes, we specialize in multi-state tax compliance including proper apportionment and credit optimization across jurisdictions.
Can you help with estate planning?
Our estate planning services include wills, trusts, and tax-efficient wealth transfer strategies customized to client needs.
What industries do you specialize in?
We serve construction companies, healthcare providers, professional services firms, and other small businesses across Michigan and nationally.
How do you ensure tax compliance?
We maintain compliance through continuous tax law monitoring, regular client consultations, and documentation of all filing requirements.
