Whelan Advisory Group, LLC
Advisory, Accounting & Tax
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    • Home
    • Services
    • About
    • Contact Us
    • Client Portal
Whelan Advisory Group, LLC
Advisory, Accounting & Tax
  • Home
  • Services
  • About
  • Contact Us
  • Client Portal

Our Services

Consultation

All new clients start with a free 1/2 hour consultation to see if our services fit your needs. After the review of your situation, a second meeting will take place. This is when our findings are reviewed, a plan of action is discussed, and we move forward toward meeting your goals.

First Meeting

  • Meet our firm
  • Discuss your situation
  • Review previous tax returns 
  • Review bookkeeping 
  • Identify goals, objectives, and opportunities

Second Meeting

  • Deliver proposal 
  • Discuss findings and recommendations
  • Proposal will include list of services, pricing, and action plan


Accounting & Bookkeeping

Bookkeeping is vital for any business but can be time consuming and a stress point. Hate doing your books? Let us take the hassle away and rest easy knowing your books are accurate and up do date.

Bookkeeping

  • Categorization of Transitions
  • Monthly Account Reconciliations
  • Maintain Chart of Accounts
  • Financial Reports

Accounting

  • Review of books to ensure proper reporting and classification
  • Quarterly Accounting Review or Reconcile
  • Year End Adjustments
  • Preparation of Financial Reports


Advisory

Put your business in gear and start looking forward, not behind. Most businesses only legal requirement is to file a tax return once per year. Why stop there? Advisory is everything you don't have to do, but rather everything you should do. We take an in-depth look into your situation to formulate a plan to save money, optimize your business, and efficiently achieve your goals.

Business Start Up

  • Customized Entity Selection
  • Record Keeping Requirements
  • Levels of Liability
  • Tax Filing Obligations
  • Business Operations & Documentation

Base Level Advisory

  • Quarterly Planning & Review
  • Wage Planning
  • Cash Flow Planning
  • Fringe Benefit Analysis
  • Income Strategies 


Tax

Dreading tax time, let our tax experts help! We have years of experience in filing and solving all tax related matters for business and individuals.

Individual Tax

  • 1040 Tax Return
  • Rental's
  • Investments
  • Individual Tax Planning
  • Estimated Tax Payments

Payroll Tax

  • Federal Tax Forms: 940, 941, W-2
  • Michigan Sales Use & Withholding: MI 5080/5081
  • Michigan Unemployment Reporting
  • 1099 Filings

Business Tax

  • 1120-C, 1120-S, 1065, Schedule C
  • Sole Proprietor, Corporation, LLC
  • Business Tax Planning
  • K-1's 

Tax Problems

  • Tax Notices
  • Amended Returns
  • Unfiled Tax Returns
  • IRS Problems


QuickBooks

QuickBooks is the heartbeat of thousands of businesses around the country. Whether you need help with initial set up, data review, or need it all, we can help. Our QuickBooks ProAdvisor's are certified experts in everything QuickBooks and use it every day.

Clean Up

  • Review of Current Books
  • Cleanup Chart of Accounts
  • Match Books to Tax Return
  • Reclassify Transactions

Training

  • Review of Current QB setup
  • One on One Training
  • Email & Phone Support
  • Follow up Meetings as Necessary

Setup

  • Chart of Account Selection
  • Link Bank and Credit Card
  • Setup Invoicing & Bill Pay
  • Set Up Customers & Vendors
  • New User Training

Whelan Advisory Group, LLC

10315 East Grand River Avenue, Suite 307 Brighton, Michigan 48116, United States

(810)-588-6395

Copyright © 2025 Whelan Advisory Group, LLC - All Rights Reserved.

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