Schultz & Associates, CPA
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Schultz & Associates Co Pllc) · 1102003691 · Michigan Board of Accountancy (LARA Bureau of Professional Licensing licence list)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: construction, real estate, healthcare, professional services, veterinary (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Schultz & Associates, CPA | /kalamazoo-accounting-tax-preparaton-services | |
| Website | https://www.schultz-cpa.com/kalamazoo-accounting-tax-preparaton-services/ | /kalamazoo-accounting-tax-preparaton-services | |
| Office locality | Canton, MI | /kalamazoo-accounting-tax-preparaton-services | |
| Phone | +17343542380 | /kalamazoo-accounting-tax-preparaton-services | |
| Offers bookkeeping | Documented: ...support with big-firm capabilities. Also, our core services include small business bookkeeping, tax planning and preparation, payroll management, financial statement preparation... | /kalamazoo-accounting-tax-preparaton-services | |
| Monthly bookkeeping | Documented: ...Ecommerce Bookkeeping Services Not every ecommerce business needs the same level of monthly accounting support. We establish a monthly fee based on the services you need now, and... | /ecommerce-bookkeeping-services | 8 pts (max 8) |
| AP / AR | Documented: ...Recording gross sales, refunds, marketplace fees and other platform activity Accounts payable and bill payment Customer invoicing and accounts receivable Payroll processing and... | /ecommerce-bookkeeping-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...our core services include small business bookkeeping, tax planning and preparation, payroll management, financial statement preparation, and new business formation. As a... | /kalamazoo-accounting-tax-preparaton-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...include small business bookkeeping, tax planning and preparation, payroll management, financial statement preparation, and new business formation. As a full-service Kalamazoo CPA... | /kalamazoo-accounting-tax-preparaton-services | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, healthcare, professional services, veterinary | /caelan-carstensen-multi-entity-tax | 5 pts (max 5) |
| Software supported | QuickBooks Online | /ecommerce-bookkeeping-services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /vet-bookkeeping-virtual | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Schultz & Associates Co Pllc) · 1102003691 · Michigan Board of Accountancy (LARA Bureau of Professional Licensing licence list) | State accountancy board Third-party Sep 26, 2026 expires Jul 31, 2027 | 8 pts (max 8) |
| What is included / excluded | Documented: ...business grows. Our ecommerce bookkeeping services are available à la carte and can include: Bank and credit card reconciliations Amazon, Shopify, Walmart, TikTok Shop, Etsy, eBay... | /ecommerce-bookkeeping-services | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...information you can actually use. Ecommerce Bookkeeping Should Produce Comparable Monthly Financial Statements We make sure your monthly financial statements are useful when... | /ecommerce-bookkeeping-services | 4 pts (max 4) |
| Named contact / team | Bio Jeff Schultz, CPA | /kalamazoo-accounting-tax-preparaton-services | 3 pts (max 3) |
| Communication channel / process | Documented: ...and allocating payroll wages and taxes. Monthly income and expense reports. Access to a secure portal. Unlimited phone calls and email support. Veterinary Payroll Processing In... | /vet-bookkeeping-virtual | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Michigan Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): Michigan lists an ACTIVE CPA firm license (Active) under this name, expiring 2027-07-31. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Schultz & Associates, CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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