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 […]

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 […]

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 […]

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 […]

Kerilyn Boergert, J.D.

Keri Boergert has more than 20 years of experience providing business and personal tax compliance, tax research, and tax planning services for a wide range of closely held businesses. Keri’s experience extends to all aspects of corporate income and franchise tax, pass-through entity tax, sales/use tax, employment tax and personal property tax. Her practice includes […]

Tricia Werst, CPA

Tricia Werst applies her deep knowledge of tax technical issues to help a wide range of client businesses, including real estate partnerships, tax-exempt entities, high net worth individuals and S-Corporations. Tricia has spent the last few years working in New York City and Long Island with real estate and private equity companies. She has also […]

Matthew T. Shroyer, CPA

Matt Shroyer’s primary area of expertise is providing audit, tax, and consultation services to not-for-profit organizations including OMB Circular A-133 compliance audits for recipients of federal awards. Matt also has extensive experience providing services to financial institutions, institutions of higher education, and long-term care facilities.

Lance E. Drummond, QPA, QKA

Lance Drummond is responsible for the design, implementation, compliance, and administration of all types of qualified retirement plans. Lance is committed to providing clients with solutions to the retirement plan related problems they have experienced with other providers. Lance joined the firm in January, 2005 after working four years with a local third party administrative […]

Bradley E. Eberhard, CPA, CVA

Brad has significant experience in public accounting. Brad’s primary responsibilities include managing the audit, review or compilation services for a wide array of companies. Brad has worked extensively within the Firm for the not-for-profit and employee benefit plan industries. As one of his areas of expertise, Brad has focused on auditing employee benefit plans where […]