HISTORY

We have been serving businesses and individual tax payers in the twin cities area since 1973, as their independent CPAs. Our goal is not to be the biggest firm, but to serve a few clients better than anyone else.

CERTIFICATES AND MEMBERSHIPS

Certificates:

  • Certified Public Accountant
  • Master of Science in Taxation
  • Accredited Business Accountant

Memberships:

  • American Institute of CPAs
  • Minnesota Society of CPAs
  • Minnesota Association of Public Accountants
  • AICPA Division for CPA firms
  • National Association of Certified Valuation Analysis

          EXPERIENCE & EXPERTISE

Business

Personal

  • Income tax planning & preparation
  • New business organization matters
  • Payroll tax compliance
  • Financial statement preparation
  • Business valuations
  • QuickBooks training
  • Audits of:
    • Benefit plans
    • Construction companies
    • Non-profit organizations
    • Homeowners associations
  • IRS representation
 
 
 
 

Non-Profit? Click Here for more information! 


  • Federal income tax preparation
  • Multi-state income tax preparation
  • Tax planning strategies
  • Financial planning and investing
  • Estate and gift tax planning and preparation
  • Divorce planning
  • Retirement planning
  • Elder care consulting
  • Litigation support
  • IRS representation at audits
  • Offers in compromise on past due taxes

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Professionalism


Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Responsiveness


Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Quality


An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything else from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and "raving fan" clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.




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