Tax Services

  • Comprehensive tax planning
  • Succession and estate planning
  • Tax compliance
  • Tax controversy resolution
  • Choice of legal entity for tax efficient business operations

Financial Services

  • General ledger accounting for personal and entity books
  • Consolidated financial statements (for client use only)
  • Bill payment and payroll processing
  • Concierge serviced to specific client request

Family Wealth Administration

  • Coordination with outside service providers
  • Family meeting facilitation
  • Financial education
  • Family dynamics consulting
  • Foundation strategy and governance
  • Gifts coordination

I have worked side by side with my professional colleagues, Dave and Phil for over eight years. They are very bright, energetic and technically sound. We have worked as a team serving common clients and without question Dave and Phil’s core strength is that they really care about the client. They come to work every day with the goal of serving their client in a better way. From quick service at a fair price to researching a challenging transaction to selecting automated solutions . . . the client always comes first for Korte & Kowatch.

-- William J. Boer

President and Founder of Grey Dunes

37 Ottawa Ave NW, Suite 200
Grand Rapids, MI 49503
P (616) 774-2727  |  F (616) 776-2764