Contact Our Tax & Accounting Office in Shepherd, MI
Schedule a Tax Consultation in Shepherd, MI
Get In Touch With Our Team
We welcome your inquiries. 1st St. Accounting & Tax Service is located in the heart of Shepherd, MI and serves local individuals and businesses with practical, reliable tax preparation, bookkeeping services, payroll services, QuickBooks support, and small business accounting. Whether you need immediate IRS tax help Shepherd Michigan or ongoing accounting support, our team is here to help. Use the contact options below to reach us, schedule an appointment, or request a consultation.
Call Us Directly
Give us a call to schedule an appointment or request immediate assistance with your financials.
Office Hours
Monday to Friday: 9:00 AM – 5:00 PM
Saturday: By Appointment Only
Sunday: Closed
We recognize that many clients prefer evening or remote appointments; please request alternate hours when scheduling and we will do our best to accommodate you.
Request a Consultation
Fill out the form below to request an appointment or ask a question. Our team will get back to you within one business day.
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Office location and directions
Our office at 124 1/2 N 1st St in Shepherd is centrally located and easy to access. If you're traveling from downtown, follow local signage to 1st Street and look for our office entrance. Parking is available nearby. For precise directions or to confirm parking accessibility, call (989) 567-2501 and our team will assist.
How to schedule an appointment
- Phone: Call (989) 567-2501 for the quickest scheduling method.
- In-person: Visit our office during business hours to schedule your appointment.
- Document checklist: After scheduling, you will receive a customized document checklist to help gather the information needed for your service—whether tax preparation, bookkeeping setup, payroll onboarding, or QuickBooks consultation.
Secure document submission
We prioritize client confidentiality and offer secure document exchange options. For clients preferring digital delivery, we provide secure upload links and encrypted email options. If you prefer to bring physical documents, we accept them in person and will scan and return originals upon request.
What to expect at your first appointment
Initial consultation
A conversation to understand your needs, financial situation, and the scope of services required.
Document review
We will request relevant documents and provide a checklist to complete the intake process.
Service proposal
We present a proposed scope of work, timeline, and transparent pricing before any work begins.
Next steps
We'll outline an onboarding schedule and key milestones for deliverables.
Emergency and time-sensitive services
If you are dealing with an urgent tax notice, potential penalty, or immediate payroll problem, call (989) 567-2501 and request an expedited consultation. We prioritize time-sensitive issues and will allocate resources to respond quickly.
Payment options and billing questions
We accept various payment methods and provide transparent billing for all services. Payment terms are detailed in the engagement agreement and discussed during onboarding. If you have questions about fees or require a payment plan for larger projects, please discuss options during your initial consultation.
Client onboarding checklist
Identification
Driver’s license or government ID for primary taxpayer.
Prior-year tax returns
Helpful for continuity and carryover items.
Income documents
W-2s, 1099s, K-1s, and business income records.
Business documents
Profit & loss, balance sheet, payroll records, invoices, bank statements.
Supporting documentation
Receipts for deductions, mortgage interest, charitable contributions, and medical expenses where applicable.
QuickBooks access
If you use QuickBooks, provide a user with reporting permissions or share the file via secure transfer.
Follow-up and communication preferences
We tailor communication to your preferred method—phone, email, or secure portal messages. For tax season updates, we may provide periodic emails with reminders and important dates. For ongoing bookkeeping or payroll clients, regular reporting schedules are established and confirmed.
Ready to Move Forward with Confidence?
At 1st St. Accounting & Tax Service, we understand that financial and tax matters can be stressful. Our goal is to make the process straightforward and supportive. Reach out to us today and let us provide the Shepherd MI tax preparation services and accounting support you need to move forward with confidence.