About Lockwood Tax Center Inc.
Get to know us
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!
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.
Our Financial Services
We offer a wide range of personal and business financial services
Meet Our Team
We connect taxpayers, strategies and successful outcomes
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 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 has been with Lockwood Tax Center for 4 years. He is currently attending Western Michigan University to complete his Bachelor’s degree in accounting.
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 joined the Lockwood team in September of 2017 as a Receptionist and Marketing Assistant. Holly has a passion for helping people and is ready to assist wherever she can. Holly has 20 years of office and customer service experience. In her free time Holly loves to spend time outdoors with her husband and 3 children. Holly loves dancing, downhill skiing, walking in nature with her dogs, gardening and tending to her Koi pond.
Get in Touch — Stay in Touch
To get in touch with us, please fill out the contact form below.
Phone: (269) 342-0211
Fax: (269) 372-2691
5659 W. Michigan Ave
Kalamazoo, MI 49009
Monday through Friday 9:00 am – 4:30 pm