About us
Who we are
Brad Baltimore, EA
With a Bachelor’s Degree in Accounting, Brad is a career accountant who has held positions at all levels up to CFO. Now with a tax focus, Brad has earned his EA (Enrolled Agent) certification and is our go to for Partnership/LLC/Small Business tax preparation. He is also available to consult on business accounting issues.
Jean Lodge, AFSP
Jean is new to our team this year but comes with over 14 years of tax preparation experience. She is excited to meet and assist her new clients. Welcome, Jean!
Gail Baltimore, AFSP
With a Bachelor’s Degree in Business and a strength in numbers, Gail has been preparing taxes for over 5 years. Each year she earns her AFSP (Annual Filing Season Program) certificate of completion from the IRS. Gail also keeps up her Quickbooks Pro certification to assist with small business bookkeeping/payroll needs.
Kim Stevenson
Kim is the face and voice of the office and also new to our team this season. We are excited to put her years of office expertise to use here in Old Town. Welcome, Kim!
Vickie Black, EA
Vickie has over 25 years of extensive tax and business knowledge. She is an Enrolled Agent well versed in advanced tax curriculum. Vickie is also an active member in the National Association of Tax Professionals – Michigan chapter.
National Association of Tax Professionals
All tax professionals at Old Town Business and Tax Service attend courses annually through their professional organization, the National Association of Tax Professionals. Their annual continuing professional education hours are far in excess of the basic number required for Enrolled Agent status and the new tax professional licensing requirements. With the many changes that occur in tax law each year, they consider the hours of study and review a necessity for keeping up the field of taxation.
What is an EA?
An Enrolled Agent (or EA) is a federally authorized tax practitioner empowered by the U.S. Department of Treasury to represent taxpayers before the IRS.
Enrolled Agent status is the highest credential awarded by the IRS. To earn this status, one must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
EA’s have unlimited practice rights (like CPAs) and they are authorized to practice in every state.
What we do
Our Services
Let us handle all of your tax preparation needs.
Business Solutions
Consulting available for small business organizational strategies. Sole proprietor/LLC/Partnership/S-Corp
Income tax preparation
Individual, Corporations, Farms, Trusts, Estates, Non-Profits
What you need
Download the File
Our annual newsletter is filled with updates on new tax laws and information on what you need to bring to your appointment.
If you would like to receive it by mail, give us a call or use the form under our contact tab to give us your address.
Click the button below to download a printable PDF.
News & Resources
Although we are available to assist our customers with a variety of tax issues, many questions can be easily answered by viewing the information found by clicking the links below.
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IRS Home Page
Local IRS Offices Nationwide
Frequently Asked Tax Questions & Answers
IRS Online Tools & Resources
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Where's My Federal Refund?
Set Up an IRS Account
Social Security
This is the primary source for all social security information
Where's My Michigan Refund?
State of Michigan Department of Treasury
How to contact us
If you have any questions about our services, please contact us by filling out the form below and we will get in touch with you shortly.
Alternatively, you can give us a call or even drop by and visit us – we hope to see you soon!