Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

James L. Fitzpatrick, EA

Jim is the owner of Fitzpatrick Financial Services, Inc. He is an Enrolled Agent with over 40 years of accounting, payroll, and tax experience. Jim also has years of experience dealing with the IRS on various issues. He holds a Bachelor of Science degree, with a major in accounting. Jim is experienced in preparing individual, small business, not for profit, estate, and trust tax returns.

Patrick M. Dunsmore

Patrick is an accountant and tax preparer with over 35 years of accounting, payroll, and tax experience. He holds a Bachelor of Science degree, with a major in accounting from Ferris State University. Pat is experienced in preparing individual and small business tax returns. He also specializes in accounting and payroll services. 

Lori L. Miller, CPA

Lori is a licensed Certified Public Accountant with over 20 years of accounting, payroll, and tax experience. Lori also has years of experience dealing with the IRS on various issues. She holds a Bachelor of Science degree, with a major in accounting from Oakland University. Lori is experienced in preparing individual, small business, and not for profit tax returns. She also specializes in accounting and payroll services.

Jessica Duquette

Jessica is an Administrative Assistant with over 15 years of administrative experience. She holds a Bachelor of Business Administration degree. Jessica specializes in payroll and Quickbooks services.

William Miller, Registered Tax Preparer

Will is a registered tax preparer, with 3 years of accounting, payroll and tax experience. He has an Associate degree in Arts and an Associate degree in Science. Will is currently finishing his bachelor’s degree at Oakland University, where he is studying accounting and finance.

Mackenzie Moyer, Registered Tax Preparer

Mackenzie is a registered tax preparer, with 2 years of accounting, payroll and tax experience. She holds a Bachelor of Science degree, with a major in accounting from Grand Valley State University.