ABOUT US
Heartwood CPA was founded to be more than just a tax service; we are true financial partners for the builders, makers, and retailers who power our community. Whether you are managing a construction crew, a busy restaurant, or a retail storefront, we understand the unique pressures you face—from fluctuating cash flow and labor costs to complex inventory and project-based accounting.
That is why we provide proactive, year-round strategies tailored to your specific trade rather than just once-a-year filing. By combining modern technology with a relationship-driven approach, we help you reduce financial stress and protect your bottom line. At Heartwood CPA, we handle the intricacies of your numbers so you can focus on building your business with total confidence.
WHO WE SERVE
Technical Trades
Our firm delivers excellent service to all types of construction industry professionals including HVAC businesses, Electricians, Plumbers, Roofers, and Drywall Contractors. We specialize in job costing, equipment depreciation, and cash flow optimization.
Our proactive, year-round approach handles the heavy lifting of accounting and compliance, allowing you to stay focused on the job site with total confidence.
Real Estate
Our firm delivers excellent service to all types of real estate investor professionals including Airbnb/VRBO owners, Property Management Companies, Real Estate Agents, and Local Real Estate Investors.
We maximize ROI for agents, investors, and Airbnb hosts with specialized tax strategies, 1039 exchanges, and Real Estate Professional Status (REPS) optimization. Your local experts.
Healthcare & Medical
We provide services to Private Medical Practices, Dental Offices, Mental Health Practitioners, Physical Therapists, Chiropractors, and Veterinarians.
Our ongoing, strategic guidance navigates the complexities of tax and accounting on your behalf. We protect your firm’s profitability and manage the regulatory hurdles, giving you the freedom to focus entirely on delivering excellence to your clients.
Food & Hospitality
We stabilize the thin margins of the hospitality industry. We specialize in inventory management, tip credit compliance, and real-time food cost analysis.
Our forward-thinking strategy keeps your business profitable and compliant, managing the back-office pressure so you can focus on delivering an exceptional guest experience.
Agriculture & Forestry
We provide services to Family Farms, Logging Companies, Owner-Operators, Christmas Tree Farms, and Repair Shops.
From family farms to logging crews, we provide heavy equipment depreciation, fuel tax credits, and succession planning for Michigan’s land leaders.
Personal Services
We support services to Personal Trainers, Fitness Centers, Massage Therapists, Nutritional Consultants, Spa & Hair Salons.
Our ongoing, strategic guidance navigates the complexities of tax and accounting on your behalf. We protect your firm’s profitability and manage the regulatory hurdles, giving you the freedom to focus entirely on delivering excellence to your clients.
What Our Clients Say
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"We enjoyed working with Jake. He is friendly and professional. On top of completing our 2025 tax returns, Jake helped us resolve an error discovered on our 2024 tax return as well. Thank- you Jake for answering all our questions and doing a thorough , professional job."
—Kelly N.
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"We love Heartwood CPA!!! Extremely professional. Very knowledgeable and thorough. Easy to work with. We use them for our business as well as personal. 10/10 recommend!"
-Emily H.
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"Jake is very competent and professional. He is pleasant and does a great job. Give him a call."
—Gary K.
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"Professional, quick turnaround. They answer any questions we had regarding our taxes. Will definitely use them again in the future!"
-Amy M.
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"Jake has been doing my tax returns for the past few years. He has also helped us with our monthly budget to help us meet our financial goals. He does a great job answering our questions and has a quick turnaround!"
-Bart
OUR MISSION IS TO SERVE
Managing a business demands relentless focus and energy, and we know your to-do list often feels endless. At Heartwood CPA, we lead with a servant’s heart, stepping into the trenches with you to lift the burden of intricate bookkeeping. Our team handles the essential details—from categorizing daily transactions and tracking expenses to managing payroll and invoicing—with the same care and precision we would give our own business.
Beyond the daily books, we provide forward-thinking tax strategies and transparent financial reporting, ensuring you always have a clear view of your firm’s health. We aren't just your accountants; we are your advocates. Our mission is to eliminate your financial stress and optimize your operations, empowering you to dedicate your full attention to what you were truly called to do: serving your customers and growing your business.
We Want to Hear From You
We are dedicated to walking alongside you through every stage of your business’s financial life. Whether you are seeking a deep-dive consultation, need a quick answer, or are simply curious about how we can help you thrive, we are ready to listen. Connect with us today—we are eager to begin a lasting partnership and support your vision for the future.