Accounts Payable Services & AP Automation Providers in Saint Clair Shores, MI

Overview

Diversified Tax & Accounting, PLLC is a CPA-led practice located on Harper Avenue in St. Clair Shores, Michigan. The firm works with both individuals and companies. Its clients extend well beyond Macomb County, including taxpayers in every state and Americans living overseas. Buyers looking for accounts payable support should know that the firm does not advertise a standalone AP department or AP automation software. Payables work would instead fall under its broader bookkeeping and accounting engagements for businesses.

Bookkeeping and accounting for businesses

The accounting practice serves organizations ranging from newly launched ventures to mature companies. Its stated aim is to give owners dependable, timely financial figures so they can protect margins and act on growth opportunities. Engagements can follow a monthly, quarterly or yearly reporting cycle and can be scaled as needs change.

The team does not force clients onto a new platform. It works with whatever records a business already keeps, whether QuickBooks, paper ledgers or another format, and then builds a bookkeeping structure suited to that business. The firm also lists payroll among its capabilities, which may suit companies that want disbursement-related tasks handled by the same provider.

Core offerings include:

• Bookkeeping and general accounting for small and growing businesses
• Monthly, quarterly and annual financial reporting
• Payroll services
• Bookkeeping system design around QuickBooks or manual records
• Business returns for S corporations, C corporations and partnerships
• Individual returns, multi-state and local filings, and gift tax filings
• Individual tax review, consulting and planning

How the firm works with clients

Clients can be served remotely or in person at the St. Clair Shores office. The practice emphasizes individualized attention and says it keeps current with both technology and changes in tax law, using modern tools to tailor its services. It presents itself as a long-term principal tax advisor rather than a one-off vendor. It also publishes regular newsletters, tax tips and short videos to keep clients informed.

Background and team

The firm is led by Kristi Le, CPA, its principal and managing member. She holds a Michigan CPA license and a master's degree in taxation. Before launching the practice, she held senior positions at EY, Deloitte and Arthur Andersen. There she advised executives on domestic and cross-border tax, payroll and compensation matters, and led global teams on large engagements.

Her focus areas include complex individual and business taxation, foreign reporting for globally mobile clients, estate and trust accounting, and tax strategy. The firm's client base spans partnerships, S and C corporations, nonprofits, estates and trusts. Senior Associate Charlotte (Charlie) Becker spent over three decades in government accounting.

She retired as Stock Fund Manager for the Air National Guard, where she oversaw finances for 93 units with combined budgets above $100 million. Associates Gabe Le and Ryan Jenkins round out the staff.

For companies in the St. Clair Shores area weighing AP options, Diversified Tax & Accounting is best suited to small and mid-sized businesses that want payables handled within an outsourced bookkeeping relationship backed by deep tax expertise. It is a weaker fit for buyers who need a dedicated AP automation platform.