490 West South Street
Kalamazoo, MI 49007
(269) 384-0219
STAFF PROFILES
The public accounting firm of James & Springgate, PLC was formed January 1, 1995 to serve as individual financial advisors and business consultants.
James & Springgate, PLC works effectively with individuals and businesses to successfully identify and address present and future challenges and opportunities.
Our clients have our commitment that our team at James & Springgate, PLC will demonstrate initiative, anticipate problems, propose solutions and communicate effectively throughout the year. Our clients have our commitment that there will be timely coordination of tax and accounting planning and strategy needs.
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James & Springgate, PLC is a full-service Certified Public Accounting firm licensed in Michigan.
All of our CPAs hold valid state CPA Certificates.
Meet the James & Springgate, PLC
Members, Professional Staff and Administrative Staff
Members
Nancy Springgate (Kushner)
BBA, MST, CPA, PFP, CFP™
Nancy has over 40 years of public accounting experience including 12 years employment with Deloitte and Ernst & Young. Nancy is a native of Kalamazoo and is a 1978 graduate of Msr. John R. Hackett High School. Nancy’s family includes her husband, daughter, dog, and cat.
Expertise
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Individual financial planning:
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Retirement
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Stock options
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Income tax
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Education
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Wealth accumulation
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Small- to medium-size business consulting
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Tax and accounting consulting associated with growing companies and ventures
Professional Certifications
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Certified Public Accountant (CPA)
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Personal Financial Planner (PFP)
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Certified Financial Planner (CFP™)
Education
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Bachelor of Business Administration, Accounting Concentration; University of Michigan
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Master of Science, Taxation; DePaul University
Professional Memberships
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American Institute of Certified Public Accountants
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Michigan Association of Certified Public Accountants
Community Involvement
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Kalamazoo Junior Symphony, past Board member
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Kalamazoo Institute of Arts, past President and Treasurer
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Kalamazoo Civic Players, past Finance Committee member
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Arts Council of Greater Kalamazoo, past Treasurer and Board Member
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SLD Center, past Treasurer, Board Member
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Junior League of Kalamazoo, past Board Member
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Heritage Community of Kalamazoo, past Board Member
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MRC Industries, Inc., past Board Member
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Pretty Lake Vacation Camp, past Board Member
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Kalamazoo Symphony Orchestra, past Board Member
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Professional and Executive Association of Kalamazoo, past Treasurer
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Western Michigan University, past Adjunct Instructor, Principles of Accounting
Amy L. Taylor
BBA, MST, CPA
Amy has over 20 years of public accounting experience and has been a Partner in the firm since 2013. Originally from Hudsonville, Michigan, Amy now lives in Portage with her husband, Bob, and sons Austin and Grant.
Expertise
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Tax Services:
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Individual
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Business
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Nonprofit
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Trust
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Estate
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QuickBooks training/consulting
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Accounting assistance
Professional Certifications
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Certified Public Accountant (CPA)
Education
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Bachelor of Business Administration Degree, Accountancy; Western Michigan University
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Master of Science, Taxation; Grand Valley State University
Professional Memberships
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American Institute of Certified Public Accountants
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Michigan Association of Certified Public Accountants
Community Involvement
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Goodwill Industries of Southwestern Michigan; Board Member, past President and Treasurer
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Southridge Reformed Church, Finance Committee, past Treasurer
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Hospital Hospitality House of Southwest Michigan, past Board Member and Treasurer
Lisa Anspaugh
BBA, CPA
Lisa has over 30 years of public accounting experience including three years in the bank industry as a portfolio manager and private lender. Lisa is a Mattawan High School and Western Michigan University graduate, and now lives in Schoolcraft with her husband Bob. Her family also includes her daughter, Faith, son-in-law Nic, grandson Beckham, and twin sons, Nolan and Caleb.
Expertise
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Tax Services:
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Individual
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Business
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Nonprofit
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Trust
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Small to medium size business consulting
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Interim controller services
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Internal control analysis
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Financial projections and forecasts
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Compilation and Reviews
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QuickBooks training/consulting
Professional Certifications
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Certified Public Accountant (CPA)
Education
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Bachelor of Business Administration Degree, Accountancy; Western Michigan University
Professional Memberships
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AICPA
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MACPA
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Association of Certified Fraud Examiners (ACFE)
Community Involvement
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Southwest Michigan Miracle League, Board Member, past Treasurer
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Kalamazoo Rotary Club, Treasurer
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Kalamazoo Loaves & Fishes, Finance Committee
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Senior Services, Board Member
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Valley Family Church, Kids Ministry Volunteer
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Society of Financial Service Professionals, past President, past Board Member
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Parent Advisory Council of Schoolcraft High School, past member
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Kalamazoo Area Academic Achievement Program, past Mentor
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Mattawan Little League, former softball coach
Professional Staff
Mindy Allwardt
BSC, CPA
Mindy has over 30 years of public accounting experience, including15 years as an owner in a small local firm. Mindy joined James & Springgate, PLC in January of 2020. Originally from Chicago where she graduated from DePaul University, Mindy now lives in Kalamazoo where she receives visits from her son Brooks, who lives in Boston, and her son Mark, who lives in Grand Rapids.
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Expertise
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Tax services:
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Individual
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Business
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Nonprofit
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Trust
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Homeowner associations
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Small-to-medium size business consulting
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Compilations and reviews
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QuickBooks training and consulting
Professional Certifications
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Certified Public Accountant (CPA)
Education
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Bachelor of Science in Commerce, DePaul University
Professional Memberships
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American Institute of Certified Public Accountants
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Michigan Association of Certified Public Accountants
Community Involvement
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Senior Services, Treasurer
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Cherry Knoll Condominium Association, Treasurer
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Crescendo Academy of Music, past Treasurer
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St. Augustine Cathedral School, School Board Member, PTO President
Susan Chrisman
BBA, MSA, CPA
Susan has over 25 years of public accounting experience including 14 years of employment with BDO USA. Susan, originally from Midland, now resides in Gull Lake with her husband John. Her family also includes daughter, Elena and son, Kiley.
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Expertise
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Tax Services
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Individual
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Business
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Nonprofit
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Trust
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Small-to-medium size business consulting
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QuickBooks training and consulting
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Education
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Bachelor of Business Administration Degree, Finance, Michigan State University
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Master of Science in Accountancy Degree, Western Michigan University
Professional Certifications
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Certified Public Accountant (CPA)
Professional Memberships
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American Institute of Certified Public Accountants
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Michigan Association of Certified Public Accountants
Community Involvement
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Habitat for Humanity of Kalamazoo – past Board Member, Family Selection Committee
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Richland Area Community Center - past Treasurer, current President
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Gull Lake Community Schools – Grad Bash Treasurer
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Gull Lake Community Schools – PTO Treasurer
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Josh Schoiber
BBA, MST, MSA, CPA
Josh has over 11 years of public accounting experience. Josh joined James & Springgate, PLC in 2012 as an intern for two tax seasons and has been on staff fulltime since January 2014. Originally from Colon, Michigan, Josh now lives in Portage with his wife Alexis.
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Expertise
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Tax Services
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Individual
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Business
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Nonprofit
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Trust
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QuickBooks training/consulting
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Accounting assistance
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Compilation and review
Education
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Bachelor of Business Administration Degree, Accountancy; Western Michigan University
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Master of Science in Accountancy Degree; Western Michigan University
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Master of Science in Taxation Degree; Grand Valley State University
Professional Certifications
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Certified Public Accountant (CPA)
Professional Memberships
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American Institute of Certified Public Accountants
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Michigan Association of Certified Public Accountants
Community Involvement
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Habitat for Humanity, Finance Committee
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Leadership Kalamazoo
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Maggie Sikkema
BBA, MST, EA
Maggie has over nine years of experience and joined James & Springgate, PLC in 2015. Maggie was raised in Kalamazoo and graduated from Loy Norrix High School. She lives in Kalamazoo with her dog Daisy.
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Expertise
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Tax Services
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Individual
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Business
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Nonprofit
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Trust
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Estate
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QuickBooks training/consulting
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Accounting assistance
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Compilation and review
Education
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Bachelor of Business Administration, Accountancy; Western Michigan University​
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Master of Science, Taxation; Grand Valley State University
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Professional Certifications
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Enrolled Agent (EA)
Professional Memberships
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American Institute of Certified Public Accountants
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Michigan Association of Certified Public Accountants
Community Involvement
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SPCA of Southwest Michigan, volunteer
Heather Osborn
BBA
Heather joined James & Springgate, PLC in 2022 and has over 15 years of experience including public accounting, corporate tax, and 9 years owning her own manufacturing and retail business. Born and raised in Bismarck, North Dakota, she graduated from Western Michigan University. Heather and her husband Jason have four children and live in Mattawan.
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Expertise
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Individual and business tax
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QuickBooks training/consulting
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Accounting Assistance
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Education
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Bachelor of Business Administration, Accountancy; Western Michigan University
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Professional Memberships
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American Institute of Certified Public Accountants
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Michigan Association of Certified Public Accountants
Community Involvement
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Mattawan Public Education Foundation, Treasurer
Jennassee Norman
BBA
Jennasee has experience with bookkeeping and preparing individual tax returns. She joined James & Springgate, PLC in 2023. She enjoys riding her horses and spending time with her dog and cats. In the summer, she likes to go fishing with her boyfriend Calvin.
Education
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Bachelor of Business Administration, Accountancy; Western Michigan University
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Master of Science, Accountancy; Western Michigan University (In progress)
Professional Memberships
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American Institute of Certified Public Accountants
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Michigan Association of Certified Public Accountants
Administrative Staff
Katherine Hard
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Katherine joined James & Springgate, PLC in 2012 as an intern while attending Kalamazoo Valley Community College. Upon completion of her Associate Degree, Katherine joined the firm permanently in 2013. Born in Kalamazoo, Katherine grew up in Lawton, Michigan. She currently resides in Kalamazoo with her husband, Shelby, and their two children Michael and Ella.
Professional Profile
Katherine supports the office staff as an Administrative Assistant performing various tasks. She records and distributes meeting minutes, schedules client meetings, and is responsible for scanning and filing of documents.
Education
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Associate of Applied Science, Business Administration; Kalamazoo Valley Community College
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Phi Theta Kappa Honor Society
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Jennifer Wagner
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Jennifer joined James & Springgate, PLC in 2022 as an intern while attending Kalamazoo Valley Community College. Upon completion of her Associate Degree she joined the firm permanently in the Fall of 2022. Jennifer was raised in Parchment and graduated from Parchment High School. She resides in Parchment with Adam, and son Asher. Her family includes her son Brandon, and her daughters Alexis and Brooke.
Professional Profile
Jennifer supports our entire team by overseeing all report and return processing, scheduling client meetings, scanning and filing of documents, and various administrative tasks.
Education
Associate of Applied Science, Administrative Assistant; Kalamazoo Valley Community College
OUR MISSION
James & Springgate, PLC will provide quality accounting, consulting and tax services.
OUR CORE VALUES
Fulfillment of our Mission is enhanced through constant adherence to our culture as defined by our strongly held beliefs:
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We are a team and everyone makes a vital contribution to our success
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Our primary goal is to guide our clients to success
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We provide high quality and timely accounting, tax and consulting services
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We honor our responsibilities to our clients, our community and each other
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We will not compromise our honesty, integrity or reputation
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We have a duty to foster each other’s professional growth
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We recognize the importance of balance between our personal and professional lives
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We applaud each other’s successes
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We are proud of our history and culture; we are confident of our future