About Us
Who we are
We are skilled professionals specializing in individual, small business, estate and trust returns. We also provide year round bookkeeping and payroll services.
Our teams excels in preparing tax returns for clients with rentals, sole proprietorships, LLCs, estate/trusts, farms and non-profits. With clients located throughout the United States, we are familiar with the forms and filing requirements of many states and frequently prepare multi-state returns.
Our bookkeeping and payroll services are customized to fit your needs. Our goal is to provide the best business solution for you. Do what you do best and let us handle the rest.
For 20+ years, our offices have been known for their excellent customer service and accurate, thorough tax preparation. We pride ourselves in giving efficient and focused attention to each client. That is why each year over 3500 clients – most of them repeats – choose to have their returns prepared at one of our locations.
Tax professionals are available year round by phone/email or appointment.
Brad Baltimore, EA
With a Bachelor’s Degree in Accounting, Brad is a career accountant who has held positions at all levels up to CFO. Brad holds an EA (Enrolled Agent) certification and is the go to for Partnership/LLC/Small Business tax preparation. He is also available to consult on business accounting issues.
Locations: Old Town | St. Johns
Gail Baltimore, AFSP
With a Bachelors Degree in Business and a strength in numbers, Gail has been preparing taxes for over 7 years. Each year she earns her AFSP (Annual Filing Season Program) certificate from the IRS. Gail also keeps up her Quickbooks Pro certification to assist with small business bookkeeping/payroll needs.
Locations: Old Town | St. Johns
Vickie Black, EA
Vickie has over 25 years of extensive business and tax knowledge. She is an Enrolled Agent and operated her own tax firm for over a decade. Vickie is also an active member in the National Association of Tax Professionals – Michigan Chapter.
Locations: Old Town | St. Johns
Linda Devuyst, EA
As one of the original “founders” of the Ithaca office, Linda has many years of extensive tax preparation experience and is certified as an Enrolled Agent. She particularly prides herself on the office’s superior customer service.
Locations: Ithaca
Jean Lodge moore, AFSP
Jean has over 14 years of tax preparation experience. She is the manager of our Old Town office and completes her AFSP certification each year with the IRS. Jean looks forward to assisting old and new clients with their tax needs.
Locations: Old Town
Kay Arens, EA
Kay has over 25 years of tax knowledge, is an Enrolled Agent and specializes in farm tax returns. Along with her husband, Kay has 10 grandchildren and is a proud cheerleader for them all. Kay works out of the St Johns office.
Locations: St. Johns
Jake Baltimore, AFSP
Jake has been completing individual tax returns for the past four years. He earns his AFSP certification with the IRS each year and is currently working toward Enrolled Agent status. In the off-season, Jake turns his focus to many of our larger bookkeeping/payroll clients.
Locations: St. Johns
Drew Tucker, AFSP
Drew has been completing individual tax returns for the past three years. He earns his AFSP certification with the IRS each year and is beginning his studies to become an Enrolled Agent. In the off-season, Drew turns his focus to our bookkeeping/payroll clients.
Locations: Ithaca | St. Johns
Jessie Phillips
New to our team this past year, Jessie has become a valuable addition to the bookkeeping/payroll area. As a fast learner, she has proved to be an asset tackling our new office management software.
Locations: St. Johns
Sue Fox
Sue has moved from her front desk duties to an integral tax processing roll in our office. Her many years of client knowledge provides a valuable asset.
Locations: St. Johns
Wendy Ward
Wendy is the voice of our St. Johns location during the tax season. She is the front line for phone calls and manages all tax return drop-offs and pick-ups.
Locations: St. Johns
Diane Flegel
Diane is the voice of our Ithaca location during the tax season. She is the front line for phone calls and manages all tax return drop-offs and pick-ups.
Locations: Ithaca
Kim Stevenson
Kim is the face and voice of our Old Town, Lansing office. Her years of office expertise and organization have been invaluable. Kim is the front line for phone calls and all tax returns coming into the office.
Locations: Old Town
What is an EA?
An Enrolled Agent (or EA) is a federally authorized tax practitioner empowered by the U.S. Department of Treasury to represent taxpayers before the IRS.
Enrolled Agent status is the highest credential awarded by the IRS. To earn this status, one must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
EA’s have unlimited practice rights (like CPAs) and they are authorized to practice in every state.
What is an AFSP?
Annual Filing Season Program is a voluntary program through the IRS that requires unenrolled preparers to complete annual continuing education courses. Once certified, the preparer is included in the IRS public data base of qualified tax preparers.
What we do
Our Services
Business Solutions
Consulting available for small business organizational strategies. Sole proprietor/LLC/Partnership/S-Corp
Income tax preparation
Individual, Corporations, Farms, Trusts, Estates, Non-Profits
Bookkeeping & Payroll
Monthly bank reconciliations, financial reporting, sales entries/tax payments, payroll and payroll tax reporting
Forms & Files
Click below for our required new client form. Please include with your tax drop-off or bring it with you to your appointment. Our annual newsletter is filled with updates on new tax laws and information on what you need to bring to your appointment. Select the newsletter below based on the office you use.
New Client Form
St. Johns Newsletter
Old Town Newsletter
Ithaca Newsletter
ATOM Client Portal
Click the button below to access the ATOM Client Portal. Download the instructions for assistance with portal navigation.
News & Resources
Although we are available to assist our customers with a variety of tax issues, many questions can be easily answered by viewing the information found by clicking the links below.
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IRS Home Page
Local IRS Offices Nationwide
Frequently Asked Tax Questions & Answers
IRS Online Tools & Resources
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Where's My Federal Refund?
Set Up an IRS Account
Social Security
Where’s My Michigan Refund?
State of Michigan Department of Treasury
Contact Us
St. Johns
1509 Waterford Parkway,
Saint Johns, MI 48879
P: 989-224-3055
F: 989-579-6000
support@stjohnsbts.com
Old Town
1310 Turner St,
Suite B
Lansing, MI 48906
P: 517-484-8228
F: 517-484-0118
clientsupport@oldtownbts.com
St. Johns Hours
Tax Season
Mon – Fri 9-5
Sat By Appointment
Off Season
Tues – Thurs 9-5
Old Town Hours
Tax Season
Mon – Fri 9-5
Sat 9-12
Off Season
By Appointment
Ithaca Hours
Tax Season
Mon – Fri 9-5
Sat By Appointment