Tax Planning & Advisory
Personalized tax and accounting solutions designed to ensure compliance and maximize tax savings for businesses and their owners.
- Tax Preparation & Compliance
- Tax Planning Strategies designed to add value and increase cash flow
- Save time and money on taxes with our expert advice so you don’t miss a deduction
TAX SERVICES
Mi Tax Tax Services
Get on a customized tax plan and start implementing our tax strategies to reduce taxes, or stay on track with your quarterly estimates to stay in compliance, avoid fines, and maintain a stable cash flow. We offer you the reliable support you need to get your taxes on track.
Tax Services
IRS and tax compliance mistakes and errors on tax returns are expensive to fix. Our tax team is made up of CPAs and tax professionals who have technical expertise to ensure reliable and accurate tax preparation and tax planning strategies.
Tax Preparation
We handle every detail of your tax filing, keeping you compliant and lowering your tax and maximizing refunds. We offer tax preparation services for LLCs, S corporations, Partnerships, C corporations, and their owners.
Tax Advisory & Planning
Our experts work with you and your business to create a plan to develop tax strategies that frees up cash flow, reduces tax, and supports your financial goals.
A staggering 93% of business owners overpay in taxes.
We believe this is due to not hiring a tax professional, or a lack of tax planning and communication with their tax professionals.
Common Tax Saving
Strategies for Business Owners
TAX PREPARATION AND TAX PLANNING PROCESS
Take the Stress Out of Tax Season
Taxes may be inevitable, but the stress is definitely optional. We find that we provide the most value working with our clients throughout the year, and not just in tax season. This enables us to be proactive with tax projections and identify tax strategies that may not work at year end or during tax season.
Our team handles the hard work for tax preparation and forward-thinking tax planning. We strive to make sure that you keep more of what you make while making sure that compliance is in order so you avoid costly mistakes. Whether you’re facing tax challenges with business tax preparation, looking for ways to save on taxes, or just looking for the best virtual tax accountant services, we’re here to simplify the process and ensure your peace of mind.
1 Initial Consultation & Intake
In this step, we get to know you, We schedule on a call to learn about you, your financial situation, and your goals. We will also discuss your needs, how we can help, and our pricing.2 Document Intake
We then set you up with a modern portal where you can sign our engagement letter, fill out a tax organizer, and upload all your tax documents. We will use our portal to request for any additional or missing information so that nothing gets missed.3 Preparation & Detail Review
After the documents are all uploaded to the portal, we begin with preparing your tax return. Once the tax return is prepared, it will go through a detail review and another final review. During this step, we will reach out to you if we need any additional information or have any questions that need clarification.4 Tax Return Overview
Tax return preparation includes an overview and explanation of the tax return with you either over a call, video or email. This overview will highlight any areas of importance or items that need improvement.5 Signature & E-file
We will upload the tax return for our signature and your signature. Once signed, we file the tax return with the IRS and any applicable states.Pricing
Find The Right Plan for Your
Tax Needs
Stand-Alone Tax Preparation Only
Individual Tax Preparation
For Business Owners & Individuals
Starting at $1,000
Business Tax Preparation
For LLCs/Partnerships, S Corporations, C Corporations
Starting at $2,250
Monthly Plans
|
Preparation Starting at $250/month |
Compliance Starting at $400/month |
Advisory Starting at $700/month |
|
|---|---|---|---|
| Access To Dedicated Manager |  |
|
|
| Business Tax Preparation | |
|
|
| Individual Tax Preparation | |
|
|
| Client Portal | |
|
|
| Extension Filing | |
|
|
| Semi-annual Check-ins and Estimated Tax Projections |  |
|
|
| IRS Notices & Correspondence Support | |
|
|
| Quartely Estimated Tax Projections | |
|
|
| Tax Advisory & Planning | |
|
|
Industries
Industry Highlights
Service Business
If you provide a service, whether you’re a lawyer, engineer, consultant, creator/designer, or online coach, we tailor tax strategies to your unique needs to ensure compliance and grow your savings.
Dental & Healthcare
Optimize your tax strategy with deductions specific to dental practices, physicians and other healthcare facilities. Ensure accurate filings and maximizing eligible deductions including equipment, supplies, depreciation and more.
Cannabis
Navigate the complex tax regulations of the cannabis industry with confidence and stay compliant with the IRS and Cannabis Regulatory Agency. We have extensive experience with cannabis tax and accounting strategies designed to maximize cost of goods sold and navigate 280E implications.
Real Estate
Whether you're a realtor, developer, or property manager, we assist with tax planning, capital gains strategies, and staying ahead of real estate-specific tax regulations. We review numerous real estate tax returns and always find deductions and other opportunities being missed, especially with real estate professionals.
Retail
Simplify the complexities of retail accounting with our expert support. From tracking inventory to managing sales tax, we ensure your operations run smoothly.
Franchises
We handle multi-state tax returns, royalty-related deductions, and compliance to streamline tax season for franchise owners.
Case Studies
How Our Tax Solutions Work
For Our Clients
Discover how MI Tax CPA has helped businesses and individuals simplify their taxes, maximize their savings, and achieve financial peace of mind.
Team
Meet our Team
Ramy Hakim CPA
Founder
Ramy founded MI Tax CPA in 2018 after gaining valuable experience at both small and Big Four firms. Driven by an entrepreneurial spirit and a passion for helping small and mid-sized businesses, he saw a growing need for an all-in-one package for personalized tax planning, bookkeeping and advisory services for businesses and high net-worth individuals. Ramy's primary focuses are advanced tax saving strategies, firm development, and driving firm growth through relationships and strategic planning.
Outside of work, Ramy enjoys spending time with family and friends, golfing and traveling.
Velencia Yaldo CPA
Manager
Velencia is a seasoned certified public accountant and possesses a master’s in taxation. She’s made a significant impact on the growth of our firm and demonstrates exceptional leadership skills. In addition to providing world-class accounting and tax advisory services to our clients, Velencia plays a big role in the training and development of our staff, optimizing processes, and keeping us up to date with the latest cutting-edge technology and tools in the industry.
Outside of work, Velencia enjoys spending time with family, staying active, and traveling.
Robert James
Senior Associate
Robert James is a senior accounting advisor, focusing on client accounting, tax, and advisory services. With over 15 years of high-level senior accounting and leadership positions, Robert brings his expertise and technical accounting skills, applying these best practices to support his clients. He helps clients understand their financial reporting so they can make well-informed decisions.
Outside of work, Robert enjoys spending quality time with his family, exploring new destinations through travel, and unwinding with a good book.
Cooper Gammon
Associate
Cooper served in the U.S. Army for six years before pursuing a bachelor’s degree in accounting and is now working towards obtaining his CPA license. Since transitioning into the accounting field, Cooper has spent the past year and a half specializing in small to mid-sized business tax and individual tax preparation and planning. Passionate about helping clients navigate complex tax matters, Cooper strives to provide personalized support that helps business owners and individuals achieve their financial goals.
Outside of work, Cooper enjoys staying active through sports and fitness, and spending quality time with family.
Renee Sawa
Operations Manager
Renee brings more than 15 years of experience in administrative support and project management, working closely with C-suite executives across the insurance, information technology, and consulting industries. At MI Tax CPA, she is dedicated to driving operational efficiency and delivering exceptional client service.
Outside of work, Renee enjoys diving into a great book, weightlifting, boating, and making memories with her family.
Mary Bernadette
Associate
Dette has been working in the accounting industry for over 9 years, specializing in bookkeeping for small to mid-sized businesses across various industries. With experience using modern, in-demand accounting software, she delivers accurate and efficient financial support tailored to each client’s needs. Outside of work, Dette enjoys traveling, reading, and staying connected to nature. She is also actively involved in her Catholic ministry, finding balance through faith, service, and personal growth.
Why Mi Tax CPA
Your Trusted Partner for
Personal & Business Tax
At MI Tax CPA, we go beyond managing financials. We partner with our clients, offering the tailored, accurate, and timely support they need every step of the way. Whether it’s tax preparation, planning, or resolving complex financial issues, we work tirelessly to simplify your finances and achieve the best outcomes for you.