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Business Services

A CPA team that stays close to your business.

Accounting, tax planning, bookkeeping, and consulting support work best when your team understands the business behind the numbers. We stay involved throughout the year so decisions can be made while there is still time to act.

Call 231-935-1590 Schedule A Conversation →
Your Intrust CPA Team

Matched to the way you work.

Every business relationship starts with fit. We match you with the manager and staff accountant we believe you would work best with, based on how you communicate, what kind of business you run, and where you are trying to go.

Personality and communication style
Industry experience and business model
Current goals and upcoming decisions
Trish Cross, CPA Tax and Accounting Manager at Intrust CPA

Account Manager

Trish Cross

CPA — Tax & Accounting Manager

Works closely with clients on accounting and tax matters, helping ensure details are handled correctly while everything stays aligned throughout the year.

James Morgan, CPA Tax & Accounting Manager at Intrust CPA

Account Manager

James Morgan

CPA — Tax & Accounting Manager

Helps clients stay organized and understand what is changing so they can make decisions earlier and move forward with more clarity and fewer surprises.

Scott Myers, CPA Tax & Accounting Manager at Intrust CPA

Account Manager

Scott Myers

CPA — Tax & Accounting Manager

Supports clients with tax and accounting work while helping ensure accuracy and consistency so decisions are based on clear and reliable information.

Toshua Woods, Tax & Accounting Manager at Intrust CPA

Account Manager

Toshua Woods

Tax & Accounting Manager

Works with clients on tax and accounting matters, helping them stay current and understand what needs attention as things change throughout the year.

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Gregg Diehl, Staff Accountant & Internal Estate Attorney at Intrust CPA

Staff Accountant

Gregg Diehl

Staff Accountant & Internal Estate Attorney

Brings a perspective that connects accounting and estate considerations, helping clients think through decisions that affect planning and future outcomes.

Matthew Jacobs, CPA Staff Accountant at Intrust CPA

Staff Accountant

Matthew Jacobs

CPA — Staff Accountant

Works with clients to keep financials current and organized while supporting tax preparation and helping ensure everything stays aligned throughout the year.

Mahder Urbaniak, CPA Staff Accountant at Intrust CPA

Staff Accountant

Mahder Urbaniak

CPA — Staff Accountant

Supports tax and accounting work with a focus on accuracy and consistency so clients can rely on the information they are using.

Megan Monks, Staff Accountant at Intrust CPA

Staff Accountant

Megan Monks

Staff Accountant

Supports accounting and tax work to help keep everything accurate and up to date so clients have a clear understanding of where things stand.

Rachel Ray, Staff Accountant at Intrust CPA

Staff Accountant

Rachel Ray

Staff Accountant

Works with clients to support accounting and tax needs while helping ensure consistency and follow-through across all areas of their financial work.

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Intrust CPA team planning around a conference table
Planning, Proactive, Involved

We work with you and your business.

Business accounting should do more than keep records clean. It should help you understand where things stand, what decisions are coming, and what moves deserve attention before the year closes.

We help with tax planning, federal business returns, individual returns connected to ownership, Schedule E activity, bookkeeping questions, payroll coordination, QuickBooks support, reviews, compilations, and the steady accounting work that keeps the rest of the relationship useful.

The goal is not more meetings. It is better timing, clearer information, and fewer surprises.

A Year With Intrust

A rhythm that keeps planning in motion.

Tax season is one chapter. The rest of the year is where proactive planning, education, reminders, and better decisions can make the biggest difference.

Jan – Apr

Tax season with context

We prepare returns with an understanding of your business, your ownership picture, and the decisions already on the horizon.

May – Sept

Learning and planning season

Lunch and learns are available through the summer, giving clients timely education around tax changes, planning opportunities, and business decisions before fall deadlines arrive.

Summer

Life and structural planning

We step back to look at entities, income, investments, ownership goals, and long-term tax efficiency so business and personal planning stay connected.

Fall

Tactical year-end planning

We review current-year numbers, sharpen projections, and make timely decisions before year-end instead of discovering missed opportunities after the fact.

All year

Support between the meetings

Questions, deadlines, estimates, payroll, bookkeeping, and big decisions come up throughout the year. We stay involved enough to help you address them early.

If This Sounds Like You

You may see yourself here.

Many of our business clients share similar goals, questions, and priorities. If several of these sound familiar, there is a good chance our approach would fit the way you work.

You want more than a tax return

You want a team that understands what happened in the business and what those numbers mean for decisions ahead.

Your business and personal finances overlap

Pass-through income, ownership decisions, investments, and family goals all need to be viewed together, not in separate boxes.

You value clear, organized books

Reliable accounting gives you better conversations, cleaner tax planning, and more confidence in the decisions you make.

You are planning for growth or transition

Hiring, buying equipment, changing entities, selling, acquiring, or stepping back all create tax and accounting questions worth addressing early.

You prefer proactive reminders

You want someone watching deadlines, estimates, and planning windows so important work does not depend on last-minute memory.

You want a consistent team

You do not want to explain your business from scratch every year. You want people who know your situation and stay connected.

The Intrust CPA team outside the Traverse City office
Ready To Talk?

Let’s build a business relationship that feels consistent.

If you are looking for a CPA team that knows your business, thinks ahead, and stays involved throughout the year, we would welcome the opportunity to talk.

Call 231-935-1590 Schedule A Conversation