The IRS re-released a Tax Tip they published in 2014: Ten Tips to Help You Choose a Tax Preparer. You can be assured you will be provided with practical tax and business advice that takes all factors, not just tax, into consideration. We take into consideration your personal and business tax planning needs, and look for tax planning strategies with both needs in mind.
Our staff has the education and many years experience to provide you with the expertise needed to best serve you.
Our staff has the education and many years experience to provide you with the expertise needed to best serve you.
Services
Siena is a family of professional services that includes Siena Accounting, CPA, PLLC, Siena Investments, and Hicks, Millbrook & Cwayna, PLLC. Siena has been serving our clients since 1998. With offices located in Grand Ledge and Portland, Michigan, our staff of 12 people are active members of the community serving in the Lansing Chamber of Commerce, McLaren Greater Lansing Healthcare Foundation, Ronald McDonald House and Grand Ledge Rotary.
The relationships we form with companies goes beyond accounting and into entire company solutions. We work with you to systematize everything from taxes to payroll, helping manage all of your business-related functions, now including entire back office accounting systems! Our expertise in customer invoicing, accounts payable management, and payroll can help make your day-to-day functions more efficient and effective.
Siena is a family of professional services that includes Siena Investments, Siena Accounting, CPA, PLLC and Hicks, Millbrook & Cwayna, PLLC. Siena's CPA team is an integrated part of the overall Siena wealth management team. Working with Siena, you can be assured that we will provide practical tax and business advice that takes all factors, not just tax, into consideration.
In response to many requests of what tax records should be kept and how long, we have prepared the following list for your reference based on Federal laws. Keep at least 4 years and preferably 6 if space is not critical. Once this period has lapsed, the documents can be discarded, but the returns themselves, which do not take much space, should probably be retained indefinitely.
Reviews (2)
Steve H.
Dec 01, 2020
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This company didn’t want my business for some reason. Rather than tell me that, they just kept stringing me along and eventually I gave up.
Had a good hourlong initial meeting in person with John. We discussed multiple paths forward for my personal situation and had plans to schedule a subsequent meeting after they had a chance to work on the details. I emailed again a few times afterwards for a month or two and got responses that it was being worked on. I never got anything back and they never reached out to me.
I don’t know if my situation was too complicated or not complicated enough for
Had a good hourlong initial meeting in person with John. We discussed multiple paths forward for my personal situation and had plans to schedule a subsequent meeting after they had a chance to work on the details. I emailed again a few times afterwards for a month or two and got responses that it was being worked on. I never got anything back and they never reached out to me.
I don’t know if my situation was too complicated or not complicated enough for
Korey Hatter
Jan 31, 2018
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