Tax Preparation in West Branch, MI

Quick answer: Heartwood CPA prepares federal and Michigan income tax returns for individuals, families, the self-employed and small businesses. Every return is prepared and reviewed by a licensed CPA, e-filed, and backed by year-round help if the IRS ever writes. Book a free 15-minute consultation at (989) 965-0138.

Reviewed by Jake Sheltrown, CPA · Updated October 2026

At a glance

  • Who it's for: W-2 earners, retirees, landlords, 1099 contractors, LLCs, S corps and partnerships
  • Where: In person in West Branch, or fully remote anywhere in Michigan
  • Returns we prepare: Federal 1040, 1120-S, 1065, 1120 and Michigan MI-1040
  • Pricing: Quoted up front on your free call, based on the forms your return needs
  • How to start: Free 15-minute call at (989) 965-0138

Tax preparation options

Choose the level that matches your return. Not sure? We'll tell you on the free call.

Essential

For W-2 employees, renters, homeowners and students. Federal and Michigan returns, Child Tax Credit and EITC review, secure portal upload, e-file and direct deposit.

Professional

For itemizers, investors and retirees. Everything in Essential, plus itemized deductions (Schedule A), capital gains and dividends, retirement distribution review and a 15-minute mid-year planning call.

Entrepreneur

For sole proprietors, single-member LLCs, 1099 contractors and gig workers. Schedule C business income, self-employment tax deductions, home office and vehicle review, and quarterly estimated tax vouchers.

Strategic

For landlords, K-1 recipients and multi-state filers. Rental property depreciation (Schedule E), multi-state filing, year-round audit support and an annual tax strategy session.

Business returns for S corps, partnerships and C corps are quoted separately. Ask on your free call.

What to bring

Upload these to your secure client portal, or drop them off. Missing something? Send what you have and we'll tell you what's left.

  • Photo ID and last year's tax return
  • W-2s from every employer
  • 1099s: NEC, INT, DIV, B, R and SSA-1099
  • Mortgage interest statement (Form 1098)
  • Property tax statements
  • Childcare provider name and amount paid
  • Marketplace health insurance (Form 1095-A)
  • HSA forms (1099-SA and 5498-SA)
  • Business or rental income and expense records
  • Any IRS or Michigan Treasury letters

How it works

  1. Free 15-minute call. We learn your situation and quote your price up front.
  2. Upload your documents. Use the secure client portal, or drop them off in West Branch.
  3. Your CPA prepares and reviews. We walk you through the return in plain English before you sign.
  4. E-file and year-round support. If a letter ever arrives about your return, we handle it.

What clients say

"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." — Kelly N.

Tax preparation FAQs

How much does tax preparation cost in West Branch?

It depends on the forms your return needs. We quote your price on the free 15-minute call, before any work starts.

What's the difference between a CPA and a tax preparer?

A CPA is licensed by the State of Michigan, must meet continuing education and ethics requirements, and can represent you before the IRS. If you own a business, have rentals or got an IRS letter, a CPA's review usually pays for itself.

Can you fix a past return or file prior years?

Yes. We prepare amended returns (Form 1040-X) and past-due returns, and we'll tell you whether correcting an old return is worth it.

Do I have to meet in person?

No. Many clients upload documents through our secure portal, review by phone or video, and sign online. You're welcome to meet in West Branch if you prefer.

When should I book?

Book in January for the best choice of dates. Business owners should talk with us before December 31, because most tax savings depend on decisions made during the year.

Serving northern Michigan

Tax preparation for families and businesses in West Branch, Rose City, St. Helen, Hale, Roscommon, Gladwin and across Ogemaw, Roscommon, Iosco and Gladwin counties.

Related services

Ready to get your return done right? Call (989) 965-0138 or email accounting@heartwoodcpa.com to book your free 15-minute consultation.