Traverse City Bay

A CPA relationship that
grows with you.

The best advice comes from knowing your business, your goals, and the decisions ahead. Intrust CPA builds lasting relationships that create better conversations, better decisions, and better guidance throughout the year.

Tax Clients

Guidance built around your financial picture.

Some clients come to us through their business. Others come to us with personal tax situations that have become more complex over time. In both cases, our approach is the same: understand the full picture, anticipate what is ahead, and make thoughtful decisions before they become urgent.

Whether your needs are business, personal, or connected across both, we help you understand what deserves attention now—and what may be worth planning for next.

Business Tax Clients

Tax strategy for your business and everything connected to it.

Your business decisions have tax implications far beyond the return itself. We help you think through cash flow, entity structure, payroll, projections, growth, and eventual transition with an understanding of how those decisions connect to your personal financial picture.

  • S-Corps, partnerships, LLCs, and sole proprietors
  • Owners navigating growth, transition, or a potential sale
  • Year-round projections and proactive tax planning
Business tax services
Personal Tax Clients

Clear guidance for decisions that impact your taxes.

As your financial life becomes more complex, so do your tax considerations. Investment income, real estate, retirement, an inheritance, a business sale, or another significant transition can all create complex questions that require careful planning long before tax season arrives.

  • High-income individuals and families with complex tax situations
  • Investment, rental, retirement, or estate considerations
  • Planning around major life or financial decisions
Personal tax services
How We Work

We focus on you, not just your ledger.

Owner Profile

Meet Jon Sluis–CPA & President

Most accounting firms feel like a once-a-year transactional chore. You drop off your numbers, they look backward, and you get a bill. We think you deserve better than that.

To us, a great CPA isn't someone who just files your paperwork—it's someone who knows your goals, anticipates your hurdles, and is always just a quick text or phone call away. We build real, ongoing relationships so you can run your business and finances with total confidence, knowing your future is entirely looked after.

Consistent Team

No bouncing between random account managers. Just a direct line to a real person who genuinely knows your story.

No Tax-Time Surprises

We proactively touch base throughout the year to catch hurdles, capture opportunities, and dial-in strategy before tax day rolls around.

How We Protect What You Build

Simple, straightforward financial clarity.

No complex tax code lingo. Just clear, collaborative help designed to make your financial decisions feel incredibly easy and intuitive.

The Intrust CPA Team

Our team of CPAs is ready to support you or your business in Michigan.

1

Clear Financial Guidance

We help you structure your personal or business finances the right way, keep your books pristine, and make sure you're keeping as much of your hard-earned revenue as possible. Consider us your outsourced sounding board for every big decision.

2

Looking Out for You and Your Family

Your personal finances and your business are deeply connected. We look at the whole picture to protect your personal assets, map out smart tax strategies, and help you build long-term security while minimizing your tax burden.

Collaborative workspace session
3

Year-Round Support

April shouldn't be stressful. We connect with you throughout the year—not just at tax time—to adjust your strategy as your business or personal finances grow. When tax day finally rolls around, it's just another quiet Tuesday.

How We Grow

Built on trust, grown through referrals.

Intrust CPA is built around long-term relationships with the people and businesses we serve.

Many of our clients are introduced through referrals from people they trust. A business owner recommends us to a colleague. A family member introduces a friend. An advisor suggests we connect.

Our role is not simply preparing returns once a year. It is helping clients stay organized, think ahead, and make better decisions over time.

Start a Conversation
Jon Sluis, CPA & President at Intrust CPA

Year-round support and guidance from the Intrust CPA team.

Our Team

The people behind the guidance.

Behind every conversation, plan, and decision is a team committed to understanding your business and staying engaged throughout the year.

At Intrust CPA, continuity is built into the relationship. Every conversation builds on the last, allowing our understanding of your business—and the value of our advice—to grow over time.

The Intrust CPA team

The value is not found in a single meeting. It grows through an ongoing relationship built on familiarity, communication, and thoughtful guidance.

If you are looking for a CPA relationship that grows with your finances or business, we would welcome the opportunity to talk.

Year-Round Service

Not just tax season.

For many business clients, we meet throughout the year to review results, discuss tax projections, and address opportunities before the year is over.

These conversations often begin with the business but naturally extend into the owner's personal financial planning as well.

The goal is simple — catch things early, plan thoughtfully, avoid surprises.

Proactive Planning

Planning throughout the year.

Most of the people we work with are not looking for a once-a-year conversation.

They want to know what decisions to make before the year is over, not after it is already closed. Through the year, we focus on a small number of intentional conversations — stepping back in the summer, getting tactical in the fall as projections sharpen.

Fewer surprises. Better decisions.
More control over the outcome.

Videos

Insights and conversations.

Watch the latest.

Tax Strategy

Helping clients keep more of what they earn.

A major part of our work involves identifying opportunities for tax savings and long-term tax efficiency.

Rather than focusing only on annual filings, we look at decisions over time so clients can build strategies that reduce lifetime tax exposure — not just this year's bill.

Not intrusive. Just involved enough to help clients stay ahead. Questions come up. We're here when they do.

If you are looking for a more thoughtful and proactive relationship, we would be glad to connect and learn more about your situation.

Schedule a Planning Conversation
Collaborative financial planning session
Our Work

The expertise behind the relationship.

Our client relationships often include tax preparation, planning, business consulting, and coordination with other professionals. The difference is not just what we do, but how we do it — with context, communication, and a long-term view.

Learn more about how we work

Tax Preparation

Individual, business, and entity returns prepared accurately and filed on time — with clear communication throughout the process.

Tax Planning

Forward-looking strategies designed to reduce taxes over time, not just this year's bill. Built around your specific situation.

Business Consulting

Guidance on structure, performance, and key decisions — so you understand what your numbers mean and what to do about them.

Personal Financial Guidance

Your business and personal finances are connected. We look at both to make sure the decisions you make in one area support your broader goals.

Accounting Support

Clean, organized financial information that gives you a clearer picture of performance and makes planning conversations more valuable.

Professional Coordination

We work alongside your financial advisors, attorneys, and other professionals to make sure everyone is working from the same information.

QuickBooks Support

We help you set up, maintain, and troubleshoot QuickBooks so your books are accurate and your financial information is always ready for review and planning conversations.

Compilations & Reviews

We provide financial statement services that give you a clear picture of your business performance and help you make better decisions from accurate information.