A bookkeeper records day-to-day transactions — income, expenses, reconciliations. A CPA does that plus tax strategy, compliance, financial analysis, and can represent you before the IRS. If you're only tracking numbers, a bookkeeper may be enough. If you want to minimize taxes, plan for growth, or need someone accountable for accuracy under professional licensure, a CPA is the better fit. Golemi CPA & Advisory offers both, so you're never stuck choosing.

Pricing depends on the complexity of your return or the scope of ongoing bookkeeping and advisory work. Simple individual returns cost less than a small business with payroll, multiple entities, or investment income. We offer a free initial consultation to review your situation and give you a clear, upfront quote — no surprises.

As a solo practice, you work directly with me — not a rotating team of junior staff, and not a call center. That means faster answers, continuity from one year to the next, and advice tailored to your actual situation rather than a one-size-fits-all approach. I focus on proactive tax planning and real financial strategy, not just filing returns after the fact, and I make myself available year-round, not just during tax season.

Yes. Golemi CPA & Advisory is a fully remote firm, so we work with individuals and businesses across Michigan (and beyond) using secure file-sharing, video calls, and a client portal for document exchange.

Tax preparation is filing your return based on what already happened last year. Tax planning is proactive — looking ahead during the year to structure income, expenses, entity type, and retirement contributions in ways that legally reduce what you owe. Most people only get tax prep. We prioritize tax planning because that's where the real savings happen.

Generally once net self-employment income consistently exceeds certain industry thresholds, an S-corp election can reduce self-employment tax by letting you split income between salary and distributions. The right threshold depends on your specific numbers, business goals and payroll requirements — this is exactly the kind of decision we walk through in a planning session.

For individuals: prior year tax return, W-2s/1099s, mortgage interest statements, and any investment or business income documents. For businesses: prior year return, bookkeeping records (QuickBooks export or similar), payroll records, and any asset purchase/sale documentation. We'll send a personalized checklist once we understand your situation.

Yes. Beyond compliance, we help business owners with cash flow forecasting, budgeting, KPI tracking, and strategic decisions around hiring, pricing, and financing — essentially fractional CFO support without the full-time cost.

Schedule a free consultation. We'll review your current tax and financial situation, flag opportunities and risks, and outline next steps — no obligation.