Chamber of Commerce

      Straight Path Tax & Accounting Solutions, Inc

      ( 5 Reviews )

      Straight Path Tax & Accounting Solutions, Inc
      • 7699 Georgetown Center Dr
        Georgetown Township, Michigan 49428
      •   616-457-5450
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      Hours

      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 4:00 PM
      Saturday:
      Closed
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      3.8 - (5 reviews)
      3
      0
      1
      0
      1
      Read Our 5 Reviews

      Chamber Rating

      3.8 - (5 reviews)
      3
      0
      1
      0
      1
      › ‹
      • Elizabeth June


        Mar 30th, 2024

      • Austin H

        Excellent service and advice through the years! Special thanks to both Ken and Rhiannon for everything
        Mar 28th, 2024

      • Heather Baeder

        We have always been extremely happy with the service we receive from Straight Path for both our personal and business needs. Wonderful group of people who are always looking to provide great service. Thank you Straight Path team!
        Mar 20th, 2024

      • Ashley McDonald

        We met with Straight Path to discuss my husband's business needs including bookkeeping, accounting, S Corp formation and annual summaries, taxes (filing, estimates and strategic planning/advice), payroll, QuickBooks support, opening and managing a SEP IRA. We felt that the CFP was pretty disinterested during the discussion - and we were right. They're only accepting clients that are interested in "comprehensive wealth management" - I'm not sure what else we would need to add to our package to fit that description lol but I agree that we wouldn't have been a good fit here, we're looking to move all our assets locally for a more personal touch and I don't feel that we would get that human attention here.
        Feb 23rd, 2024

      • B. Highs

        No tax-only services provided. Straight Path did a nice job of preparing my taxes in previous years. I'm disappointed to receive their letter stating they will no longer provide tax-only services. They probably should change their name if they're only interested in doing wealth management.
        Dec 10th, 2023

      Read Our 5 Reviews

      About
      Straight Path Tax & Accounting Solutions, Inc

      At Straight Path Tax & Accounting, we have an exclusive focus on wealth management clients of Straight Path Wealth Management. By having a complete team of CPAs, EAs, and CFPs, you will have access to the high level of professionals you deserve. Instead of having numerous advisors and consultants with only partial information and giving non-integrated advice, you will experience the benefits of a seamless team working together for your success.What sets us apart is our holistic approach, integrating tax planning with investments, retirement, estate, and overall financial planning. This unique strategy ensures optimal financial outcomes and distinguishes us from other firms. Through our partnership with Straight Path Wealth Management, we offer comprehensive guidance for both your business and personal financial life, maximizing value and minimizing hassle.

      Contact Info

      •   616-457-5450

      Questions & Answers

      Q What is the phone number for Straight Path Tax & Accounting Solutions, Inc?

      A The phone number for Straight Path Tax & Accounting Solutions, Inc is: 616-457-5450.

      Q Where is Straight Path Tax & Accounting Solutions, Inc located?

      A Straight Path Tax & Accounting Solutions, Inc is located at 7699 Georgetown Center Dr, Georgetown Township, Michigan 49428

      Q What is the internet address for Straight Path Tax & Accounting Solutions, Inc?

      A The website (URL) for Straight Path Tax & Accounting Solutions, Inc is: https://www.straightpathtax.com/

      Q What days are Straight Path Tax & Accounting Solutions, Inc open?

      A Straight Path Tax & Accounting Solutions, Inc is open:
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 5:00 PM
      Thursday: 9:00 AM - 5:00 PM
      Friday: 9:00 AM - 4:00 PM
      Saturday: Closed

      Q How is Straight Path Tax & Accounting Solutions, Inc rated?

      A Straight Path Tax & Accounting Solutions, Inc has a 3.8 Star Rating from 5 reviewers.

      Hours

      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 4:00 PM
      Saturday:
      Closed

      Ratings and Reviews
      Straight Path Tax & Accounting Solutions, Inc

      Overall Rating

      Overall Rating
      ( 5 Reviews )
      3
      0
      1
      0
      1
      Write a Review

      Elizabeth June on Google

      image

      Business Response on Google Mar 31st, 2024
      Elizabeth, thank you for your review! Your feedback is very helpful for our team!

      Austin H on Google

      image Excellent service and advice through the years! Special thanks to both Ken and Rhiannon for everything

      Business Response on Google Apr 2nd, 2024
      Austin, thank you for your 5-star review! We really appreciate your feedback, and we are glad you have had great service and advice from our team!

      Heather Baeder on Google

      image We have always been extremely happy with the service we receive from Straight Path for both our personal and business needs. Wonderful group of people who are always looking to provide great service. Thank you Straight Path team!

      Business Response on Google Mar 20th, 2024
      Thank you, Heather, for your kind words! We're happy to hear that you've been consistently satisfied with our service for both your personal and business needs. Your feedback means a lot to the Straight Path Team!

      Ashley McDonald on Google

      image We met with Straight Path to discuss my husband's business needs including bookkeeping, accounting, S Corp formation and annual summaries, taxes (filing, estimates and strategic planning/advice), payroll, QuickBooks support, opening and managing a SEP IRA. We felt that the CFP was pretty disinterested during the discussion - and we were right. They're only accepting clients that are interested in "comprehensive wealth management" - I'm not sure what else we would need to add to our package to fit that description lol but I agree that we wouldn't have been a good fit here, we're looking to move all our assets locally for a more personal touch and I don't feel that we would get that human attention here.

      Business Response on Google Mar 3rd, 2024
      Hi Ashley,Thank you for sharing your thoughts with us. We always strive to provide the highest level of service and value to our clients. I'm sorry that your experience fell short of that. Our managing partner, Matthew Boersen will be reaching out to you via email to address your concerns more in depth.

      B. Highs on Google

      image No tax-only services provided.
      Straight Path did a nice job of preparing my taxes in previous years. I'm disappointed to receive their letter stating they will no longer provide tax-only services. They probably should change their name if they're only interested in doing wealth management.

      Business Response on Google Dec 2nd, 2023
      Thank you for your previous support and valuable feedback. We sincerely regret any disappointment caused by our recent change. While we've transitioned exclusively to offering tax services for Straight Path Wealth Management clients, proactive tax planning remains a cornerstone of our services. We appreciate your understanding and look forward to continuing our commitment to providing comprehensive financial solutions through the integrated services of Straight Path Tax & Accounting with Straight Path Wealth Management.

      Overall Rating

      Overall Rating
      ( 5 Reviews )
      3
      0
      1
      0
      1

      Write a Review

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