Restaurant Resources
A collection of resources just for you, free of charge!
Handy Tools and Checklists for Restaurants
Recommended Professionals
Recommended Professionals are professionals Kallas has worked with over the years who have demonstrated a commitment to the industry, have the proper expertise, and have worked successfully with our clients in the past. We offer these professionals to give you guidance. We recommend that you always interview others before you make a final choice of a professional.
Attorneys
Fred Foley – Fred Foley Law Group
Excellent tax attorney. Specializes in tax problems, audits, bankruptcy, estate planning, creative tax planning. Reasonable fees.
Phone: (248) 723-2018
Email: ffoley@refslaw.com
Address: Bloomfield Hills, MI
Website: http://fredfoleylaw.com/
Randall A. Denha, Esq. – Denha & Associates, PLLC
Specializes in the areas of estate and personal tax planning, business and succession planning, family wealth planning, asset protection planning and integrating all of the foregoing into a truly comprehensive plan.
Phone: (248) 265-4100
Email: rad@denhalaw.com
Address: 550 W. Merrill Street, Ste. 100, Birmingham, MI
Website: www.denhalaw.com
Peter Zingas – Simon, Stella & Zingas, P.C.
Very good with all small business problems and contract law. Honest, reliable and reasonable fees.
Phone: (313) 962-6400
Address: 645 Griswold, Suite 3466, Detroit, MI 48226-4216
Website: https://sszpc.com
Joseph Xuereb – Xuereb Law Group
Well connected. Excellent source if a political solution is required.
Phone: (734) 455-2000
Email: jxuereb@xuereblawgroup.com
Address: 7752 N Canton Center Rd, Ste 110, Canton, MI 48187
Website: http://xuereblawgroup.com
Venar Ayar – Ayar Law Group
Tax problems attorney.
Phone: (248) 262-3400 or (855) 428-2977
Email: info@ayarlawgroup.com
Address: 3000 Town Center, Suite 501, Southfield, MI 48075
Website: http://www.ayarlawgroup.com/
Traci L. Richards – Metropolitan Legal Group
Tenacious.
Phone: (248) 997-1170
Address: 26677 W 12 Mile Rd, Southfield, MI 48034
Website: http://www.uncommonlawyer.com
Michael Shapiro, Esq – Honigman
Specialist in lowering Property Tax Assessment.
Phone: (313) 465-7622
Email: mshapiro@honigman.com
Address: 2290 First National Bldg, Detroit, MI 48226
Website: http://www.honigman.com/
Howard Gurwin – Howard E. Gurwin, P.C.
Family Law, Business Law, Real Estate, and Insurance
Phone: (248) 352-2727
Email: heglaw@sbcglobal.net
Address: 30300 Northwestern Hwy. Suite 302, Farmington Hills, Michigan 48334
Website: https://www.howardgurwin.com/
Martin J Brosnan – Caputo Brosnan, PC
Review property value and possibly assist in lowering it- as a result, lower your tax bill.
Phone: (586) 573-8900
Email: mbrosnan@caputobrosnan.com
Address: 29199 Ryan Rd, Warren, MI 48092
Website: http://www.caputobrosnan.com/
Kelly A. Allen – Adkison, Need, Allen & Rentrop, PLLC
Specializes in all facets of liquor licensing.
Phone: (248) 540-7400
Email: KAllen@ANAfirm.com
Address: 29199 Ryan Rd, Warren, MI 48092
Website: http://www.adkisonneed.com/
Mark Altus – Altus & Associates
Local attorney specializing in business and real estate transactional matters, lease reviews, buying and selling businesses.
Phone: (248) 851-9550
Email: altusassocs@aol.com
Address: 30500 Northwestern Hwy, Ste 500, Farmington Hills, MI 48334
NO WEBSITE
Elias T Xenos – The Xenos Law Firm, PLC
Experienced in litigation and corporate transactional matters. Immigration, Bankruptcy & Debt, Business.
Phone: (248) 812-9495
Address: 550 W Merrill St, Suite 100, Birmingham, MI 48009
NO WEBSITE
William R Connoll – William R Connolly & Associates
Taxation Law; assisting in Real Property Tax Appeals for Restaurants.
Phone: (248) 589-8855
Email: wconnolly5@sbcglobal.net
Address: 2855 Coolidge Hwy #203, Troy, MI 48084
NO WEBSITE
Christopher Andreoff – Jaffe Raitt Heuer & Weiss
High powered tax attorney specializing in tax fraud.
Phone: (248) 351-3000
Email: candreoff@jaffelaw.com
Address: 27777 Franklin Road, Suite 2500, Southfield, MI 48034
Website: http://www.jaffelaw.com/
Elias “Lee” Majoros – Gold, Lange & Majoros P.C.
Bankruptcy Law; Reorganization Law; Taxation Law and Litigation; Litigation; Real Estate Law.
Phone: (248) 350-8220
Email: info@glmpc.com
Address: 24901 Northwestern Highway Ste 444, Southfield, MI 48075
Website: http://www.glmpclaw.com
Steven B Haffner – Haffner & Associate PLLC
General business, real estate, contract, franchise, merger/acquisition, finance, employment, and liquor licensing matters.
Phone: (248) 932-3500
Address: 30300 Northwestern Hwy, Ste 310, Farmington Hills, MI 48334
Website: http://haffnerlawassociates.com/
Peter Rageas – Law Offices of Peter Rageas
Law firm represents clients who have lost value in their accounts due to misconduct or negligence of stockbrokers and investment advisors.
Phone: (313) 962-7777
Email: rageas@sbcglobal.net
Address: 400 Monroe, Suite 220 Detroit, MI 48226
Website: http://www.peterrageas.com/
Paula D Thornton – Thornton Law
Immigration attorney.
Phone: (734) 741-1049
Address: 1156 Kay Parkway, Ann Arbor, MI, 48103
No Website
Steven E Smith – Law Offices Of Steven E. Smith & Associates
Criminal Law.
Phone: (313) 284-5544
Address: 18555 Fort St, Riverview, MI 48192
No Website
Tripp VanderWal – Miller Johnson
Labor issues, ACA problems.
Phone (616) 831-1796
Email: vanderwalt@millerjohnson.com
Address: 45 Ottawa Ave, SW Suite 1100, Grand Rapids, MI 49503
Website: https://millerjohnson.com/
Like-Kind Exchanges
Margo Rosenthal, Esq – IPX 1031
IPX1031 Account Executive and an attorney
Phone: (248) 538-0750
Email: margo.rosenthal@ipx1031.com
Address: 32300 Northwestern Hwy, Suite 230, Farmington Hills MI 48334
Website: www.ipx1031.com
Business Brokers
Dan Blugerman – Thomas Duke Commercial Real Estate
Well versed in southeast Michigan’s business world, Dan excels in retail, office and land sales.
Phone: (248) 476-7202
Email: dblugerman@thomasduke.com
Address: 37000 Grand River, Farmington Hills, MI 48335
Website: https://thomasduke.com/
Dick Brown – Brown Business Brokers
Dick Brown is devoted 100% to selling hundreds of bars, restaurants, liquor licenses, and other privately-owned and franchise businesses throughout Michigan.
Phone: (248) 960-9111
Address: 2390 S Commerce Rd, Walled Lake, MI, 48390
Website: www.brownbusinessbrokers.com
Gregory Edgecomb – Capital Business Brokerage
Committed to assist the sale or purchase of a franchise business, independent business or commercial property in an honest, confidential and professional manner.
Phone: (248) 855-7737
Email: greg@capitalbusinessbrokerage.biz
Address: 30201 Orchard Lake Rd. – Suite 125 Farmington Hills, MI – 48334
Website: http://capitalbusinessbrokerage.biz
Scott Griffin – Griffin Properties
Specialist in Restaurants and Bars.
Phone: (248) 443-9000
Address: 29433 Southfield Rd., #200 Southfield, MI. 48076
Website: http://griffinproperties.com/
Michael Scheid – Thomas Hospitality Group
Specialist in Restaurants and Bars.
Phone: (248) 866-4855
Email: Michael@thomashospitality.com
Address: 30486 23 Mile Road, Chesterfield, MI 48047
Website: https://thomashospitality.com/
Ron Turner – Thomas Hospitality Group
Specialist in Restaurants and Bars.
Phone: (248) 342-1688
Email: Ron@thomashospitality.com
Address: 2581 McClintock Road, Bloomfield Hills, MI 48302
Website: https://thomashospitality.com/
Credit Card Services
Ray Mancuso – Elementary Processing
Payment processing fast and financially reasonable.
Phone: (248) 613-3109
Email: ray@elementaryprocessingconsultants.com
Address: 22341 Swan St, #223, South Lyon, MI 48178
Website: www.elementaryprocessingconsultants.com
Loans & Financing
Detroit Economic Growth Corporation
The Detroit Economic Growth Corporation is a private non-profit organization that is dedicated to creating new investment and jobs in the city of Detroit.
Phone: (313) 237-6096
Address: 500 Griswold St, Suite 2200, Detroit, MI 48226
Website: http://www.degc.org/
Fifth Third Processing Solutions
Wherever your ideas take you, whatever your needs might be, they have the services & solutions to help you grow and manage your business.
Phone: (313) 881-6182
Address: 66 Kercheval, Grosse Pointe Farms, MI 48236
Website: http://www.53.com
MBC – Michigan Business Connection
Since 2004, Michigan Business Connection (MBC) has supported Michigan’s small and medium-sized businesses by underwriting and originating commercial loans for financial institutions statewide.
Phone: Tom Bell (810) 599-4074
Email: loans@mbcloans.biz
Address: 3600 Green Ct. Suite 120, Ann Arbor, MI 48105
Website: https://mbc.secure.cusolutionsgroup.net/
OnDeck
3 reasons why you should consider a business loan with OnDeck: 1) Simple Process, 2) Flexible Options, 3) Personal Support.
Phone: (888) 269-4246
Email: info@ondeck.com
Website: https://www.ondeck.com/
Brian Ashley – Lendio Metro Detroit
Small business loans.
Phone: (313) 986-4662
Email: brian.ashley@lendiolocal.com
Address: 31077 Schoolcraft Rd., Ste. 201, Livonia, MI 48150
Website: www.lendio.com
Tony Colon – Partners Capital Group
One of the largest privately-held independent finance companies in the United States that specialize in equipment financing.
Phone: (313) 995-4418
Email: TColon@PartnersCapitalGrp.com
Address: 201 Sandpointe Ave Suite 500, Santa Ana, CA 92707
Website: www.partnerscapitalgrp.com
Dennis Murphy – IBC Independence Business Consulting
Small business loans
Phone: (248) 924-2410
Email: murphy@indbusinessconsulting.com
Address: 41000 7 Mile Rd. Ste 123, Northville, MI 48167
Website: www.indbusinessconsulting.com
Insurance Agents
Angelo J Zervos – Al Bourdeau Insurance Agency
Purchasing high-quality insurance can be quick and easy, and it doesn’t have to be expensive. You just need to find the right insurance agency.
Phone: (248) 855-6690
Email: angeloz@albourdeau.com
Address: 30777 Northwestern Hwy, Suite 201, Farmington Hills, MI 48333
Website: http://www.albourdeau.com/
Nick Chapekis Jr, CIC – Dearborn Agency
13 years of experience in the insurance industry, with another 10 as a business owner. Certified Insurance Counselor (CIC) professional designation with numerous restaurants as clients.
Phone: (313) 562-8373
Email: nchapekis@dearbornagency.com
Address: 22691 Michigan Avenue, Dearborn, MI 48124-2115
Website: http://dearbornagency.com/insurance/
Michigan Restaurant & Lodging Fund- Jarvis Insurance Agency, Inc
A member’s owned workers’ compensation program. Fund representative – Jarvis Insurance Agency, Inc
Phone: (248) 324-9050
Email: kpedersen@jarvisagencyinc.com
Website: http://www.MRLFund.org
Michigan Restaurant & Lodging Fund – RHA Benefit Trust (Health Insurance)
Restaurant & Hospitality Association Benefit Trust features a product portfolio with more than 120 health plan designs.
Phone: (517) 702-3940
Email: psawatzki@mrla.org
Website: http://www.MRLA.org
Rana Matar – 360 Risk Management
Complete insurance solutions for restaurants and bars
Phone: (248) 360-4100
Email: rmatar@360RMI.com
Website: www.360rmi.com
Louie George – Lucido Insurance Agency
Insurance for restaurants and bars
Phone: (586) 286-8200
Address: 39999 Garfield Clinton Township, MI 48038
Website: www.lucidoinsurance.com
Nick Delicata – Mass Mutual Great Lakes
Life Insurance and Financial Planning
Phone: (248) 331-2530
Email: ndelicata@financialguide.com
Address: 3000 Town Center, Suite 3100, Southfield, MI 48075
Website: www.massmutual.com
Other Professionals
Typsy Training Videos
Online hospitality training that allows you to track staff progress and quickly assign new tasks.
Phone: (844) 723-5336
Address: 365 E Avenida De Los Arboles #B10, Thousand Oaks, CA 91360
Website: www.typsy.com
Inventory
Bryan S. Boyadjian – Sculpture Inventory Experts
As the pioneers in the hospitality inventory business, Sculpture Hospitality detects and resolves challenges in all phases of inventory: counting, controlling, ordering, and inventory analytics, using data to help operators make better management decisions faster.
Phone: (248) 320-9980
Email: bryanb@sculpturehospitality.com
Address: P.O. Box 3191, Farmington Hills, MI 48333
Website: www.sculpturehospitality.com/
Food Service Consultants
McVety & Associates
They provide consulting services and have extensive background in many aspects of the food service, retail and club industries. They specialize in menu design, employee recruiting, operations assessments, and more.
Phone: (248) 737-0800
Email:
Address: West Bloomfield, MI 48322
Website: mcvetyassociates.com
Appraisers
Luzod Appraisal & Consulting
Over twenty years of experience performing real estate appraisals of office, retail, commercial, industrial, and apartment properties in Metro Detroit, including Oakland, Macomb, Wayne. Washtenaw, Livingston…
Phone: (248) 478-4487
Address: Farmington Hills, MI 48331
Website: http://www.luzod.net/
Cost Segregation
Craig Miller – Duffy & Duffy Cost Segregation
Cost Segregation allows commercial building owners to generate cash flow by accelerating depreciation deductions on their buildings and deferring taxes.
Phone: (248) 752-7433
Email: craig@costsegexperts.com
Address: 28175 Haggerty Road, Novi, Michigan 48377
Website: www.costsegexperts.com
Like-Kind Exchanges
Margo Rosenthal, Esq – IPX 1031
IPX1031 Account Executive and an attorney
Phone: (248) 538-0750
Email: margo.rosenthal@ipx1031.com
Address: 32300 Northwestern Hwy, Suite 230, Farmington Hills MI 48334
Website: www.ipx1031.com
Useful Organizations for Restaurant Owners
Michigan Restaurant & Lodging Association (MRA)
https://www.mrla.org/
Detroit Regional Chamber of Commerce
http://www.detroitchamber.com
Michigan Chamber of Commerce
https://www.michamber.com/
Detroit Restaurant & Lodging Association
National Restaurant Association
Forms & Worksheets Every Restaurant Owner Should be Familiar With
Alcohol & Tobacco Tax Registration
This is a form that needs to be filed one time when you purchase an establishment that sells alcohol. Kallas Restaurant Accounting prepares this form for all new businesses.
Application for Employer Identification Number (EIN)
File Form SS-4 if the entity does not already have an EIN but is required to show an EIN on any return, statement, or other documents.
Articles of Incorporation
Articles of Incorporation must be prepared and filed with the State of Michigan in order to form a corporation.
Articles of Organization
Articles of Organization are filed with the State of Michigan to form a limited liability company.
Certificate of Amendment
Use this form to change information regarding your corporation.
Certificate of Assumed Name
Use this form to create the “street” name for your business which could be different than your corporate name
Certificate of Change
Use this form to change your address with the corporation division of the state.
Contractor Agreement
Use this form to change your address with the corporation division of the state.
Discontinuance – Unemployment Insurance Agency (UIA)
Employers complete form to notify the Unemployment Insurance Agency (UIA) of any changes in an employer’s business structure or status. A change can include any of the following: Sale, Lease, Foreclosure, Merger, Reorganization, Bankruptcy, Dissolution, Discontinuance, New Partnership, Incorporation, or Death.
Direct Deposit & Paycard Employee Form
Employees should complete this form to begin, change, or cancel direct deposit or paycard elections.
Employee Application 3-in-1
Use this handy 3-in-1 form for hiring new employees. The 3-in-1 includes the required forms plus special restaurant related employee agreements. Call Kallas for quantity purchases.
Employee Termination Form
Use this form for disciplinary action or when an employee quits or is terminated.
I-9, Employment Eligibility Verification
Form I-9 is a required document used to verify the identity and employment authorization of each new employee. The form must be completed for all newly hired no later than the first day of employment. You must retain this form for 3 years after employment starts or 1 year after employment ends whichever is longer.
IRS Power of Attorney
This signed Power of Attorney is required for a professional tax person to represent you on any IRS issue.
IRS Request for Copy of Tax Return
Use this form to request a copy of a tax return from the IRS.
Kallas Daily Report 1
A handy form you can use to report daily sales and reconcile sales to deposits. Shows a week at a time.
Kallas Daily Report 2
A handy form you can use to report sales and reconcile sales to deposits. Shows 1 day only.
Kallas Daily Report 3
A more detailed version of Daily Report #1.
Kallas Daily Report 4
Our simplest daily sales reporting form.
Manual Payroll Worksheet
Standard form for Manual Payroll clients. Easy to fill out Excel spreadsheet.
Marketplace Health – Coverage Not Offered
This is the form required by the Affordability Care Act (ACA) to be signed and handed out to every new hire. There is a minimum $100 per day penalty for not complying with the ACA rules. This form is for employers not providing health insurance to its employees. If you provide health insurance or plan to, then call Kallas for further instructions. Fill out the employer information on Part B, give the employee both Part A and Part B and have them sign a receipt. Keep the receipt in the employee file.
Michigan Power of Attorney
This signed Michigan Power of Attorney is required for a professional tax person to represent you on any State of Michigan issue
New Federal Regulations For Employers With Tipped Employees
This form states the employer has provided notice, in writing, to each tipped employee of the Federal Regulations pertaining to tip credits.
Notice of Change
This form is required by the State of Michigan if you sell, or dispose or your business or if you cease to have to be liable for certain state taxes.
Notice to Tipped Employees
A handy poster you can use to describe the tip laws to your employees.
Sales Business Tax Booklet 2019
Michigan Sales Tax application and UIA application in one.
Sub S Election
If you are organized as a corporation, you may elect to be taxed as an S-Corporation. Seek professional advice before filing this form.
UIA Application
Michigan UIA application and Sales Tax application in one.
W-4
Your employees must complete Form W-4 so that you can withhold the correct federal income tax from your employee’s pay.
W-4 – State of Michigan
Your employees must complete Form W-4 so that you can withhold the correct Michigan income tax from your employee’s pay.
W-9
A person who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.