Professional, Affordable


 
Lockwood Tax Center has been serving southwest Michigan for over 40 years. We're here all year long to serve you.



touch to call
269.342.0211

About LOCKWOOD TAX CENTER

Get to Know Us






OUR NEW LOCATION

Lockwood Tax Center has moved to our new and improved location. We are now located at 5659 W. Michigan Ave in Kalamazoo, Mi. Our new location is on the ground level with a ramp for easier accessibility. We are next to the Shell Gas Station off Stadium Drive.

INDIVIDUAL TAX PLANNING

Lockwood Tax Center is now working side by side with
HFG Financial Accounting and Tax Services to bring a complete financial package. We provide an elevated level of service at significantly less cost than most large national chains. This means more refund in your pocket!


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Our Services

We offer a wide range of personal and business financial services.

  Tax Preparation

  • We provide Tax Preparation services for both individuals and small businesses. Most of our clients come and have their returns prepared while they wait. This allows for fast completion and filing. Giving you the possibility of a fast refund. We file our returns electronically. We have experience with Trusts, Estates, C corps, S corps, LLC's and partnerships.
  • We are staffed year around because you don't just need tax help during tax season. So if you ever need help we are here.

Small Business Bookkeeping

We provide small business bookkeeping services. We use QuickBooks as our accounting software. We have a large list of varying businesses, from small auto dealerships, restaurants, convenient stores, to internet base businesses. We can help with quarterly filing only or manage your whole accounting needs.

  Payroll Services

One of the most difficult things for small business owners to keep up with is payroll and payroll reporting. Penalties are high when making misstates and correct reporting is important. We are local so if you have a problem we're here to help. No waiting on hold for someone from somewhere. Stop by the office and we'll help getting it fixed.

  Business Consulting

Need help with cash flow planning, costing out your advertising, wages comparisons? We can help. Thinking about starting a new business? Talk with us first to make sure you are starting right. We can help with correct paper working, business plans, and many other questions you may have.

  Personal Financial Planning

  • We have a certified Financial Planner of staff. Are you thinking about retirement in the next couple of years? Wondering what college costs look like? Should you make a ROTH Ira or traditional Ira contribution? Are you getting the most out of your 401K?
  • Get an unbiased view of your current financial cituation and what can be improved if anything. We can do a complete financial plan that you use as a road map for your financial future.
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  TPA

Small business retirement plan administration. Coming soon!





Meet Our Team

We Connect Taxpayers, Strategies and Successful Outcomes

Richard Walden

Rich enjoys helping small business and families in all aspects of their financial concerns. Either day to day operations of their small business or tax preparation for businesses or families. Rich has been preparing taxes for over seven years and holds the designation of a RTRP (registered tax return preparer). Coming from a small business background, with over ten years' experience in QuickBooks software, Rich helps small business with the needs of ongoing operations of their business.
Rich and his wife Shirley live in Schoolcraft, and have four adult sons. Rich's hobbies include playing with nine grandkids (that call him Bear), collecting football cards, fishing, hunting and golf.

Stacey DeGraaf

Stacey is an Accounting professional and Tax Consultant. He has been working in the accounting field since 2013. He has background experience in QuickBooks and Peachtree software. He has also been doing Tax Preparation since 2014. Stacey specializes in working with small businesses and individuals. He helps them with Financial Statements, tax returns and business strategy. Stacey has been attending KVCC since 2012 and is currently pursuing his Associate's Degree.
Stacey resides in Kalamazoo, Michigan.
Stacey enjoys bowling, fishing, bicycling and spending time with his family.

Matt Goretzka

Matt has been with Lockwood Tax Center for 4 years.
He is currently attending Western Michigan University to complete his Bachelor's degree in accounting.





Daniel Youngs

Dan is a Certified Financial Planner with a holistic approach to managing his client's financial situation. He has been in the industry since 1982 and has experienced varying markets. His enthusiasm for the free enterprise system goes back as far as he can remember. Dan enjoys working with entrepreneurs as well as their employees.
He and his wife, Lisa, live in Kalamazoo and have three grown children. Dan embraces his creativity by making time for photography and woodworking.

Holly Greene

Holly joined the Lockwood team in September of 2017 as the Receptionist and Marketing Assistant. Holly has a passion for helping people and is ready to assist whenever she can. Holly has 20 years of office and customer service experience.
If her free time Holly loves to spend time outdoors with her husband and 3 children. Holly loves to dance, down-hill ski, walking in nature with her dogs, gardening and tending to her Koi pond.

Resources

Additional information and helpful tools


HFG Financial Group


HFG Financial Group LLC is a financial services firm established in 1987. We believe in building and maintaining client relationships by providing trusted advice. Our firm focuses on financial planning, wealth management, education planning, life insurance and tax planning.

Internal Revenue Service

Check your refund status or pay your IRS tax bill here.

Building the Connection


Click here to download your free book Building the Connection. It is a beneficial resource to assist you in planning for the future and providing for your loved ones. This book offers simple and clear ways to organize important information, so that you and your family can be prepared for whatever is to come.


Come and see us!

5659 W Michigan Ave - Kalamazoo, Mi 49009
269-342-0211

to see us from the street,
click/touch then drag&drop at

Contact Us

Get in touch. Stay in touch.


Contact Number: 269.342.0211
 (touch to call from your SmartPhone)


Fax : 269.372.2691
Email Address: rwalden@lockwoodtaxcenter.com

Address
5659 W. Michigan Ave Kalamazoo, MI 49009

Our business hours

Monday through Friday 9:00 am - 4:30 pm