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Tri County Bookkeepers & CPAs

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Saint Joseph, MI
Tri County Bookkeepers & CPAs

Tri County Bookkeepers and CPAs is licensed in MI specializing in accounting and tax. Our Strength. Your Numbers. Accounting is what we do best.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We will happily offer you a free consultation to determine how we can best serve you. We offer a broad range of services for business owners, executives, and independent professionals.

09/03/2025

Generally, if you're over age 59½, withdrawals of Roth IRA earnings are tax-free. But there’s one more requirement: Your Roth must have been open at least 5 years. The countdown clock starts on Jan. 1 of the year you made your very first Roth IRA contribution; it doesn’t apply to each contribution separately. Have questions? Let’s talk before you launch any Roth IRA withdrawals. Contact us at (269) 926-2191.

09/02/2025

Your financial future deserves more than guesswork. We’ll work with you to align your tax planning, retirement planning and estate planning strategies to help achieve your goals — and financial peace of mind. Whether you're growing your wealth or preparing to pass it on, we’re here to help you plan with purpose. Contact us at (269) 926-2191 to get started.

09/01/2025

When a married couple files a joint federal tax return, both spouses are fully responsible for the total tax due. The IRS can collect the full amount from either spouse, including extra tax, penalties and interest after an audit. Under certain conditions, you may seek “innocent spouse relief.” To qualify, the IRS will examine whether you knew about (or had reason to know about) the understatement and whether it would be unfair to hold you liable for the full amount due. This relief may apply regardless of the status of your marriage. Contact us at (269) 926-2191to see if you’re a candidate.

08/29/2025

Two commonly misunderstood tax terms are deductions and credits. What’s the difference? Deductions reduce the amount of a taxpayer’s income before tax is calculated. For example, on your individual return, you can take the standard deduction or itemize deductions depending on which strategy will most reduce your taxable income. Credits, on the other hand, reduce the actual tax due, dollar-for-dollar, generally making them more valuable than deductions. Certain credits, such as the Child Tax Credit, are partially or fully refundable. This means that if a taxpayer’s bill is less than the amount of the credit, he or she may receive the difference as a refund. Contact us at (269) 926-2191 with your tax questions.

08/27/2025

Taxes don’t have to be stressful! Whether you're an employee, independent contractor, business owner or retiree, our tax services are designed to minimize your tax liability, maximize your refund and keep you compliant with current tax laws. Contact us at (269) 926-2191 for professional support tailored to your unique situation.

08/26/2025

We offer business tax services, including strategy, compliance and return preparation. From quarterly filings to year-end planning, we help minimize liabilities and maximize tax breaks — so you can stay focused on growing your business. Whether you’re a sole proprietor, C corporation, S corporation, partnership or LLC, let us simplify taxes for you. Contact us at (269) 926-2191.

08/25/2025

Tax law changes make it even more important to have a knowledgeable tax professional on your side. We can help you stay on top of changes, make informed decisions year-round, and avoid costly surprises. And when the 2025 tax filing deadline approaches next April, we can save you time, headaches and taxes by preparing your return. If you want clarity and confidence around your taxes, we’re here to help. Call us at (269) 926-2191.

08/22/2025

If you’ve recently sold your home and realized a capital gain, you may be able to exclude some or all of the gain from the sale. To claim the exclusion, you must pass IRS ownership and use tests. During a five-year period ending on the date of sale, you must have owned the home and lived in it for at least two years. If qualified, you may be able to exclude a capital gain of up to $250,000 from your income ($500,000 for married joint filers). Be aware that the exclusion is available only for your main home (not a second home). If you realized a loss on the sale, it’s not deductible. For more information from the IRS: https://bit.ly/3GCMQqz or contact us at (269) 926-2191 with questions.

08/20/2025

Many small businesses overpay sales tax without realizing it. Exemptions vary widely by state, and relying on vendors to get it right can lead to costly mistakes. A reverse audit can uncover overpayments and help you recover lost dollars. Don’t wait! Refunds are usually time limited. Contact us at (269) 926-2191. We can help make sure you’re not leaving money on the table.

08/19/2025

Each year, some taxpayers file their tax returns and eagerly await a refund. But then they find out it’s been reduced or withheld. If a taxpayer has unpaid federal or state tax debt, including child support, the IRS can offset the debt by applying a refund toward it. For some taxpayers, a refund is essential for covering necessary expenses. Losing it can create a hardship. The National Taxpayer Advocate advises eligible taxpayers to document any economic hardship and seek an “offset bypass refund.” Note: this must be done before the IRS offsets the refund, so don’t wait. Contact us with questions: (269) 926-2191

08/18/2025

If you sell your home, you may be eligible for a major tax break: A tax exclusion for up to $250,000 of gain on the sale ($500,000 for joint filers). But there are several requirements. One is that the home must be your principal residence. If you’re thinking about selling a vacation home, consider whether you could convert it to your principal residence first to take advantage of the gain exclusion. Or convert it to a rental property for different tax-saving opportunities. Let’s talk about your options. Contact us at (269) 926-2191.

08/15/2025

What does it mean if you receive a CP24 notice from the IRS? Don’t panic. It’s probably not bad news. The IRS sends this notice when the amount of tax paid on a taxpayer’s return doesn’t match its records of estimated tax payments posted. A CP24 generally will inform you that the IRS has corrected your return and will be refunding the overpaid balance, usually in four to six weeks. If you already qualify for a refund and haven’t yet received it, the overpayment will likely be added to your refund. However, if you owe other tax, the IRS will apply the balance to that debt first. Contact us at (269) 926-2191 with questions and to help avoid errors in the future.

Address

2525 Lake Pine Drive, Suite A
Saint Joseph, MI
49085

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+12699262191

Website

http://tricountybookkeepers.com/

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