MCDONALD & ASSOCIATES - Key Persons
Annette serves clients as a Certified Public Accountant, Certified Financial Planner® and Certified Valuation Analyst. In 1991, Annette was admitted to the United States Tax court. She provides clients with accounting and tax preparation, valuations, pension plans and litigation support services. In her free time, Annette enjoys bicycling, boating and skiing with her family.
Education
Bachelor of Science in Accounting, Saginaw Valley State University
Colleen has over 40 years of accounting experience. She specializes in business accounting, financial statements, payroll taxes, tax forms, year end forms processing, accounts payable, accounts receivables and supervision. In her spare time, she enjoys spending time with family and friends.
Education
Brown City High School
Courtney has 7 years of Payroll Processing experience. She also is experienced in auditing, accounts receivables and payables, general bookkeeping, general accounting, reconciling accounts, and monthly balancing of accounts. Courtney is responsible for assembling tax returns, e-filing tax returns and assisting where ever needed during tax season. In her free time, she enjoys the outdoors kayaking, hiking, biking with friends and spending time with family.
Education
Accounting classes, Delta College
Job Titles:
- in 2016 As a Seasonal Receptionist
- Payroll Processor & Customer Service Specialist
Deanna joined McDonald & Associates in 2016 as a seasonal receptionist for the upcoming tax season and has since joined our team as a full-time staff member. Deanna has filled many roles throughout her time with McDonald & Associates including: receptionist, accounts receivables, scheduler, assembler, marketing & design, team-building strategist and most recently has joined our payroll department and will be processing payroll and doing tax preparation for our clients. Deanna has a passion for learning and is grateful to work within a company that encourages both professional and personal growth. Outside of work Deanna has 2 beautiful daughters, a husband (who is her favorite fishing partner) and 3 rescue dogs. She would describe any activity with her loved ones as her favorite activity, but especially loves the nights when everyone is home for dinner and there is good food, a bit of chaos and a lot of laughter.
Job Titles:
- Business Development Advisor
Dylan joined McDonald & Associates in 2021. His responsibilities include business and individual tax preparation, developing financial statements, and managing client QuickBooks.
Dylan completed a tax preparation internship in Holland for the 2020 filing season. He graduated from Davenport University in 2021 with a BBA in Accounting, earning a place on the Dean's List.
During his leisure time, he enjoys cooking, camping, golfing, watching sports, and enjoying the outdoors.
Job Titles:
- Accounting Department Manager
Eric worked as a bookkeeper for Meijer and a tax preparer for H&R Block before joining McDonald & Associates in 2006. His responsibilities include preparing bank reconciliations, financial statements, payroll reports, tax planning, corporate and individual tax returns and business development advising. In his free time, Eric enjoys reading history, bike riding and visiting family in the Pacific Northwest United States.
Evan is experienced in accounting and customer service. He is new to the McDonald Team and his responsibilities include assisting with bank reconciliations and quarterly reports. Evan enjoys playing soccer in an adult league in Saginaw and watching football, soccer, hockey, basketball and baseball.
Education
Bachelor of Science in Mathematics, Central Michigan University
Job Titles:
- Business Manager
- Managing Principal
George serves clients as a Certified Public Accountant providing accounting and financial services to a variety of businesses, as well as individual tax preparation and planning, estate planning and long term succession planning. George is an avid outdoorsman and enjoys hunting, archery, bicycling, hiking and travel.
Education
Michigan State University
Bachelor of Arts
Michigan State University College of Financial Planning
George worked at McDonald & Associates from high school through college preparing financial statements and payroll reports, as well as corporate and individual tax returns. He moved to Chicago in 2011 and was responsible for management of the accounting and finance department for a start up Telecommunications Company where he prepared financial statements for investors, facilitated the annual financial statements audit with external auditors, and was part of a series A financing. George moved back to the Great Lakes Bay region to rejoin McDonald & Associates in 2016. George's responsibilities at the firm are centered on business development, providing external financial officer service for clients, evaluating where clients are vulnerable financially, and assisting clients in the development of a plan to maximize their wealth by increasing the value of their business. He is an avid outdoors man and enjoys bow hunting, hiking, and spending time on the water, as well as golf, hockey, exercise, and reading.
Education
Northwood University
Bachelor of Business Administration in Banking and Finance, and Management, with a minor in Economics
Job Titles:
- Business Development Specialist
Jeff brings 28 years of experience to managing McDonald & Associates Grand Rapids locations. In his leisure time he enjoys sports, motorcycling, and hunting.
Education
Andrews University
Bachelor of Business Administration with major in Accounting
Grand Valley State University
Jeremy has over 15 years of industry experience in tax preparation. He specializes in Individual income tax preparation and tax planning. He is responsible for e-filing, taxing agency audit letters and many special projects within the Bay City office and the firm. In his spare time, he enjoys hockey, camping, spending time with his grandsons Jayce and Zaden and attending NASCAR races with his wife, Lori.
Education
Bachelor of Applied Arts Major in Broadcasting, Minor in Advertising, Central Michigan University
Liberty Tax School, Tax Law & Preparation
With more than 23 years of experience in private and public account, Jody has been responsible for maintaining accurate financial data to prepare monthly cash and accrual financial statements. She verifies the detail supporting the financial statement such as sales tax, withholding taxes, and payroll. Jody will be responsible for business, corporate, and individual tax preparation, as well as managing client QuickBooks. In here leisure time she enjoys traveling and spending quality time with friends and family.
Education
Bachelors in Business Management with a Minor in Human Resources
Certifications
Certified Tax Preparer
Job Titles:
- Bay City Office Manager & Litigation and Trust Support Manager
Justin has been preparing individual, partnership, nonprofit, fiduciary and corporate tax returns since 2010. His duties also include the preparation of monthly, quarterly, and yearly payroll tax reports, and financial statements, tax planning and other special projects. Much of Justin's personal time is spent in athletics. He regularly plays recreational sports, such as softball, basketball, and hockey. As an avid college basketball fan, he attends many events. Justin enjoys movies and spending his summer weekends in northern Michigan boating, water skiing, wake boarding, and camping.
Education
Bachelor of Science in Business Administration Major in Accounting, Central Michigan University
Master of Business Administration Concentration in Consulting, Central Michigan University
Kris taught elementary students in Saginaw Public Schools for 31 years. After she retired, she prepared taxes for H & R Block and a local accounting firm before joining McDonald & Associates. In her spare time, she spends time with her five granddaughters, as well as enjoying walking, reading, and playing the piano.
Education
Central Michigan University Masters in Education Northwood University Bachelors in Business Administration
Libby has 2 years of industry experience and has been a "shining star" to the McDonald Team. She is responsible for bank reconciliations, financial statements, payroll checks, sales tax and payroll reports. When Libby is not in the office, she is spending time with her daughter, Claire. She enjoys shopping, socializing and spending time up north on the lakes with family and friends.
Lori has been with McDonald & Associates for 20 years as a tax preparer and an enrolled agent. In her free time she enjoys RZR Riding with her husband up north, fishing, reading, and spending time with two daughters.
Job Titles:
- Accountant
- Customer Service Specialist
Job Titles:
- Enrolled Agent / Business Development Advisor
Renee provides client services including, client contact, general office support, accounts receivable processing, tax preparation, review and assembling of returns. She has extensive experience in financial services, such as accounting, bookkeeping, in both the private and governmental sectors as well as preparation and participation in audits and public hearings. Renee assisted technology associates with the development and improvement of in-house software for payable processing. She is knowledgeable in retail accounting from cash drawer balancing to freight bill processing and resolution of invoice inconsistencies. In her free time she enjoys spending time with family and friends, walking, biking, attending group exercise classes and traveling.
Education
Associates Degree, Montcalm Community College
Renee has always been active in her community. Her past activities include church greeter and Cradle Roll teacher. She has also been involved in high school band, swimming, tennis and volleyball support, classroom assistant. Northview Education Foundation board member, Volunteer for Kids Food Basket, Feeding West Michigan and God's Kitchen.
Ryan is experienced in accounting and tax preparation. He is responsible for bank reconciliations, financial statements and payroll taxes for several clients of McDonald & Associates. Ryan also prepares Individual Income Tax returns, previously he assisted low-income households in filing returns through the United Way and the VITA program. In his spare time, he likes to listen to music, play sports, camp and socialize with friends.
Education
Associates Degree in Accounting, Delta College
Susan has 35 years of accounting experience and income tax preparation. Her responsibilities with McDonald & Associates include the preparation of tax returns, bank reconciliations, financial statements, payroll checks, calculating Sales tax and payroll reports. When not in the office, Sue enjoys spending time with her family and her dog. She loves camping, fishing and reading.
Education
Bachelor of Science in Business Administration Major in Accounting from Baker College
Job Titles:
- Payroll & Human Resources Manager
Tiffany has been with the company since 2005 and manages the Payroll Department. She prepares monthly, quarterly, yearly payroll tax reports and financial statements. She also specializes in farm accounting and tax returns. Tiffany oversees the administrative functions of McDonald & Associates. Tiffany enjoys spending time with her husband, 2 kids and 2 fur babies. Most evenings of the week you will likely find her and her family at an ice rink somewhere in the area as her son is a hockey player and on weekends, they spend a lot of time camping in the North West area of lower Michigan.
Education
Bachelor of Science in Professional Accounting, Saginaw Valley State University
Tom McDonald founded McDonald & Associates in 1979. Soon, George Snyder, Jeff Burns and Annette McTaggart joined him and became Managing Partners after earning their CPA licenses. Together they worked to grow the firm. Throughout the mid-80s, they were able to acquire several accounting and tax practices expanding to several locations throughout Michigan.
As a result, McDonald & Associates has an accounting services team in Michigan at six locations. Over time, we were able to offer a range of services, including accounting, payroll and tax planning for businesses as well as tax preparation, tax planning, and estate planning for individuals. In fact, the Mcdonald team of accounting and financial professionals have over three decades of expertise. Consequently, we have the in-depth knowledge to meet a wide range of clients' needs. In addition, we regularly engage in continuing education to keep us up-to-date with the latest laws and regulations.