Chuck Amboy, CPA

Chuck Amboy provides expert guidance to clients on a broad range of topics including accounting systems, tax planning and preparation, trust and real estate work. With over 50 years of experience working with Michigan service businesses and owners, he is well-versed in helping clients strategically plan to meet all tax obligations. Chuck’s diverse background, which […]

Katie Cross

Katie Cross has spent her career providing expert personal wealth planning guidance to clients to support their needs with individual taxes, estates and trusts. Her skilled advisory services have generated significant loyalty and confidence with all of her clients — and she has a loyal list of clients who have stayed with her across multiple […]

Anne Hodgins, CPA

Anne Hodgins provides expert guidance to clients including providing representation before the IRS and the State of Michigan and assisting with IRS audits and appeals. Anne’s focus is on individual taxes, consulting and year-end planning. Within the Michigan office of the Firm, Anne has had a substantial role in developing and nurturing our Michigan workforce […]

Staci Hathaway, CPA

Staci Hathaway provides expert accounting guidance to small to medium-sized companies over a broad range of industries. Staci’s focus is on preparation and compilation of financial statements. She is adept at helping clients improve their operational excellence including transitioning from legacy accounting software to cloud-based accounting systems, and consulting with clients on policies and procedures […]

R. Joshua Girth, CPA

Joshua Girth specializes in strategic tax planning, business valuation services, consultations for start-ups, acquisitions, succession planning, and IRS/state representation. He began as a tax accountant during college in 2000 and spent six years of his career in the healthcare and energy industries. He understands the unique demands of both the public and private sectors. Josh […]

Daniel Horn, CPA, CFE

In addition to managing all aspects of audit engagements, Daniel assists clients with a wide range of services including financial statement reviews and compilations, regulatory compliance (including taxation), business planning, forensic accounting and consulting services. His past experience is broad and ranges from HUD audits and SOC2 examinations to outsourced controller services and payroll compliance. […]

Kelly Lamie, Enrolled Agent

Kelly specializes in preparing and reviewing tax returns for individuals, partnerships, S corporations and C corporations, partnering closely with clients to coordinate personal and business needs and minimize tax liabilities. Kelly has vast experience working within the real estate, professional services, farming and manufacturing industries. As a member of the Tax team, Kelly continually increases […]