Lock ~ Spiot Tax & Financial Services

Our Firm / Staff

 

 

Hank / Henry Lock
Chief Executive Officer / President  

Forty-nine plus years experience in tax preparation and other financial services 

Senior Vice President - Automotive Sales, Thomas Group, Irving, TX 1998 - 2008

Vice President - Finance, ARAMARK Industrial Services, Rochester Hills, MI 1997 - 1998

Vice President - Finance & Administration, GMARA Industrial Cleaning, Rochester Hills, MI 1987 - 1997

Various Accounting Positions, General Motors, Detroit, MI 1969 -1987

IRS Centralized Authorizion File Number (CAF) 3205-65893R

IRS Preparer Tax Identification Number (PTIN) P00218945

IRS Electronic Filer Identification Number (EFIN) 407101

 

Staff Members & Identification Numbers

Wendy Spiot - Michigan CPA #22834,  CPA  #1101026624, IRS CAF 0303-01790R, IRS PTIN   P01219227, IRS EFIN 407101

Kim Stoyanovich - Michigan CPA  #26711, CPA #1101026711, IRS PTIN P00373296, IRS EFIN   407101

Jim Wallace - CPA #1101007259, IRS CAF 3205-55323R, IRS PTIN P00178061, IRS EFIN 407101

Briget Sawallich - Accounting & Bookkeeping / QuickBooks Advisor 

Irene Lock -  Office Manager

Firm and / or Staff Members Associations / Memberships

Michigan Association of Certified Public Accountants (MACPA)

American Institution of Certified Public Accountants (AICPA)

Independent Accountants Association of Michigan (IAAM)

Association of Independent Accounting Professionals (AIAP)

National Association of Tax Professions (NATP)           


                              

                                                                                        

                                                                  

Our company specializes in tax preparation and financial services for a wide variety of clients.  Services include:

Tax return filing and tax planning for individuals

Corporate tax return filing

Limited Liability Company / Partnership tax return filing

Estate / Trust tax return filing

Bookkeeping and financial statements for small businesses


Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods.

Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.

Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.

Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.

Feel free to contact the office anytime. We're here to help and serve our 2,400 plus clients.