Intrust CPA Logo
Start a Conversation
Intrust CPA meeting with a personal tax client
Personal Services

Personal tax guidance that looks ahead.

Your tax return is only one part of the relationship. We help you plan throughout the year, understand what decisions deserve attention, and move through tax season with fewer surprises.

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

Matched to your financial goals.

Every personal tax relationship starts with fit. We match you with the manager and staff accountant we believe you would work best with, based on how you prefer to communicate, what you are planning for, and what kind of guidance would be most useful.

Personality and communication style
Personal goals and planning priorities
Life changes, income sources, investments, and family considerations
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.

1 / 4

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.

1 / 5

Peace of Mind Plan

A year that feels more predictable.

The Peace of Mind Plan is built around a long-term relationship, not a once-a-year transaction. It creates dedicated time for planning, communication, and thoughtful recommendations throughout the year.

We stay proactive and involved so tax planning is not pushed into a narrow window at filing time. The focus is understanding your whole picture and helping you make decisions while there is still time to act.

01

Planning before tax time

We create space during the year to discuss income, withholding, estimates, investments, retirement contributions, and major life changes before decisions become harder to adjust.

02

A long-term relationship

Your personal tax picture changes over time. We stay familiar with your history, goals, and priorities so each conversation builds on the last.

03

Guidance when life happens

Marriage, a new home, college savings, retirement, inheritance, and investment changes all have tax considerations. We would rather help before the decision than after.

A Year With Intrust

A personal planning rhythm that keeps things moving.

From onboarding to filing, the relationship is designed to keep planning active through the year: projections, recommendations, estimates, reminders, and a clear review before anything is submitted.

Whenever you join

Initial onboarding meeting

We get to know your situation, income sources, goals, prior returns, planning questions, and what you want from the relationship.

May – Sept

Lunch and learns

Educational sessions are available through the warmer months, with timely updates on tax law, planning opportunities, and practical financial decisions.

Summer

Summer tax planning

We step back to review your broader financial life: income, withholding, investments, entities, retirement goals, college savings, and strategic opportunities for tax efficiency.

Fall

End-of-year tax planning

We sharpen projections, review quarterly estimates, and make recommendations such as IRA contributions, college savings contributions, charitable giving, or other timely moves before year-end.

At tax time

Tax return prep and filing

We prepare your federal and state returns, complete a pre-submission review with you, obtain signatures, and file once everything is clear.

Throughout the year

Compliance check-ins

We help keep deadlines, documents, estimates, and planning items on your radar so fewer things depend on last-minute memory.

If This Sounds Like You

You may see yourself here.

Many of our personal tax clients share similar priorities. If several of these sound familiar, there is a good chance our planning-focused approach would fit the relationship you want with your CPA.

You want to plan before April

You do not want tax season to be the first time you learn what could have been done differently months earlier.

Your financial life has more moving parts

Investments, rental income, retirement, college savings, equity compensation, business interests, or multiple income streams make planning more important.

You are approaching a transition

Retirement, inheritance, a home purchase, a sale, a career change, or another major life event creates questions worth addressing early.

You value a consistent team

You want to work with people who know your history and can give guidance without starting over every year.

You want clear recommendations

You want someone to connect the dots and identify practical next steps, not simply hand back a completed return.

You think beyond this year

You care about decisions that reduce taxes and improve clarity over time, not just this year's filing deadline.

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

Let’s build a personal tax relationship that looks ahead.

If you are looking for a CPA team that understands your goals, plans throughout the year, and helps tax season feel more predictable, we would welcome the opportunity to talk.

Call 231-935-1590 Schedule A Conversation