We are a full-service CPA firm advising businesses and their owners on tax, accounting, and financial matters. From our office in downtown Rochester, we represent businesses with operations throughout the United States and Canada. We take a proactive approach with our clients, identifying issues before they arise. We stay involved with our clients throughout the year, which allows us to provide them with an idea of their tax liability - as well as ideas on how to reduce that liability - prior to year-end.
We offer a well-rounded team to meet your business' needs. Our team approach means multiple people can assist in any circumstance. At the same time, our team members have a variety of professional backgrounds that allow for an assortment of perspectives. This diversity in experience allows us to better advise our clients on how to best handle the tax, accounting, and financial situations that they face.
We are proud of our team and the services that we offer. Please scroll through the site to learn more about the firm. If you have any questions or comments, please do not hesitate to call the office at (248) 651-2324 or send an e-mail to email@example.com.
Founding the firm in 1981, Paul specializes in providing tax and financial advice to businesses and their owners. Paul takes a proactive approach with his clients, meeting with them regularly throughout the year to provide advice on the best ways to manage their financial affairs.
Born and raised in Detroit, Paul earned a bachelor's degree in accounting and a Master's in Business Administration from the University of Detroit. Paul also holds a Master of Science in Taxation from Walsh College.
Always active in the community, Paul taught graduate and undergraduate classes in taxation at Walsh College early in his career. Paul served on the Rochester Downtown Development Authority for nearly 20 years. Paul currently serves on the Board of Directors of Angels' Place, a charitable organization serving people with developmental disabilities.
To contact Paul, please call the office or e-mail firstname.lastname@example.org.
Jim joined the firm in 1988, becoming partner in 1991. Jim specializes in technical tax and accounting issues, reviewing each tax return and financial statement prepared by the firm.
Jim received a bachelor's degree in accounting from Wayne State and a master's degree in taxation from Walsh College.
A devoted Red Wings fan, Jim attends each home game, only missing a handful over the last 30 years.
To contact Jim, please call the office or e-mail email@example.com.
Brian joined the firm in 2013 and became partner in 2015. Brian specializes in tax consulting for businesses and their owners. He also has extensive experience providing audit and accounting services to businesses of all sizes.
Brian received his undergraduate degree in accounting from Notre Dame, his master's degree in accounting from Ohio State, and his master's degree in taxation from Walsh College. He started his career with a Big Four accounting firm in Detroit before spending time with a couple of mid-size firms in Oakland County.
The father of two boys, Brian has learned more about the video game Minecraft than he ever thought possible. He enjoys traveling with his family cross-country and spending long weekends at his in-law's cottage near Grass Lake.
To contact Brian, please call the office or e-mail firstname.lastname@example.org.
Lisa joined the firm in 1996 and has proven to be the ultimate team player over the past 20+ years. Lisa prepares personal income tax returns, handles client payroll tax filings, and performs most of the monthly and quarterly accounting that passes through the office. More importantly, she provides reassurance and assistance to clients struggling with QuickBooks Online or frustrated with one of the state's many web portals.
Lisa is the proud mother of two boys who enjoys archery and bow hunting, bagging her first deer in the fall of 2015.
To contact Lisa, please call the office or e-mail email@example.com.
Shari is in her second stint with Widlak and Petriches, P.C. She first joined the firm in 1997 but left Metro Detroit after only a year. After stops in Maryland, Arizona, Wisconsin, and Illinois, Shari returned to the area and the firm in 2004. She prepares the bulk of the business tax returns, provides accounting services, and completes a significant number of personal income tax returns each busy season.
A native of Kansas City, Shari graduated from Missouri Valley College with a double major in accounting and business.
Shari and her husband have been married for over 30 years. They recently became "empty nesters" when their son graduated from Indiana University and moved to West Michigan to begin his career in finance.
To contact Shari, please call the office or e-mail firstname.lastname@example.org.
Evaluating clients' potential tax exposure prior to year-end and offering suggestions to reduce current year federal, state, and local tax liabilities.
Assisting clients in structuring significant transactions (e.g. merger, sale of the business, acquisition of a competitor, major asset purchase, etc.) to minimize tax liability and maximize tax benefits.
Preparing accurate income and payroll tax returns filed with the appropriate federal, state, or local jurisdictions depending on the clients' operations.
Representing clients before federal and state taxing authorities by responding to notices, meeting with auditors, and negotiating settlements.
Recording transactions in an accounting system using source documentation (e.g. checks, bank statements, invoices, etc.) provided by the client.
Overseeing client accounting and proposing adjusting journal entries by agreeing balance sheet amounts to source documentation on a regular basis.
Assisting management in presenting financial information in the form of financial statements without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements.
Performing inquiries and analytical procedures to obtain limited assurance that there are no material modifications that should be made to the financial statement in order for the statements to be in conformity with the applicable financial reporting framework
Obtaining an understanding of the client's control environment and examining, on a test basis, evidence supporting the amounts and disclosures of the financial statements to obtain reasonable assurance about whether those statements are free of material misstatement.
Contact Widlak and Petriches, P.C. via phone at (248) 651-2324 or fax at (248) 651-0080.
Widlak and Petriches, P.C.
329 S. Main St., Suite 2
Rochester, MI 48307
Widlak and Petriches, P.C.
P.O. Box 80247
Rochester, MI 48308
E-mail general questions to email@example.com. E-mail our team at:
Paul A. Widlak, CPA - firstname.lastname@example.org
James V. Petriches, CPA - email@example.com
Brian J. Cain, CPA - firstname.lastname@example.org
Lisa M. Grifka - email@example.com
Shari A. Beahm - firstname.lastname@example.org