Lansing, MI

Estate & Trust Planning Service in Lansing, MI

Are your assets protected and positioned to transfer efficiently to the next generation? Our estate & trust planning service in Lansing, MI, helps individuals and families develop clear strategies for managing wealth across lifetimes. We guide you through wills, trusts, beneficiary designations, and other tools to minimize taxes, avoid probate, and ensure your wishes are carried out. By working closely with legal and financial professionals, we tailor plans that reflect your goals and protect your legacy. Whether your estate is simple or complex, we help you put structures in place for long-term peace of mind.

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Tax Services in Lansing, MI

Are you confident you’re meeting all tax requirements while keeping more of what you earn? Our tax services in Lansing, MI, offer year-round support for individuals and businesses looking to stay compliant and reduce tax liability. We handle federal, state, and local filings, uncover deductions, and apply current tax laws to your advantage. Whether you need help with income tax preparation, quarterly filings, or IRS representation, we provide accurate, efficient service backed by expert knowledge. Our approach is proactive, focused on planning ahead to avoid surprises and keep your financial goals on track.

Accounting, Tax & Compliance Services in Lansing, MI

Struggling to stay on top of the numbers while running your business? Our accounting, tax & compliance services in Lansing, MI, help you maintain accurate records, meet deadlines, and avoid costly penalties. We offer full-service bookkeeping, financial statement preparation, payroll support, and regulatory compliance tailored to your industry. Our team ensures your operations stay in line with current laws while giving you the insights needed to make sound business decisions. With everything from tax filing to audit support handled under one roof, you gain clarity and confidence in your financial picture.

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Business Consulting & CFO Services in Lansing, MI

Need strategic guidance to move your business forward? Our business consulting & CFO services in Lansing, MI, provide expert-level support for financial planning, budgeting, forecasting, and operational strategy. We work as your advisor or fractional CFO, offering the insights and tools necessary to improve profitability, streamline processes, and scale effectively. Whether you’re navigating growth, restructuring, or preparing for an acquisition, we bring practical solutions backed by data and experience. Our goal is to help you make smarter decisions with the financial leadership your business needs to succeed.

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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