Our firm’s dedicated CPAs strive to:
Every financial decision you make, whether in your personal life or for your business, can have tax implications We believe that providing effective tax services goes beyond simple tax return preparation; it takes comprehensive tax planning to help you assess and manage the impact your financial decisions have on your taxes and your larger financial picture
Our tax professionals not only accurately prepare returns for all types of entities, but as your trusted advisor we can assess the tax implications of your financial decisions, formulate a tax strategy to minimize your liability, and proactively monitor significant changes to both tax law and to your finances, all to help you stay on track
The core of our firm’s philosophy is that planning is the key to an individual’s overall financial health We can help you to develop a solid, sensible plan that can help you not only with the current year’s taxes, but also your future expenses; such as, saving for your children’s educational expenses, funding your retirement, and protecting your assets and estate
We strive to minimize your tax liability to improve your profitability Whether you are large or small, established or just starting up, we have the knowledge and experience to offer strategic tax planning and preparation services
We provide expert preparation of complex Federal and State tax returns for estates, gifts, and trusts In addition, we offer comprehensive and knowledgeable assistance with the tax implications of your estate plans, gifting strategies, and business succession plans
« Back • Next: Accounting Services » Our firm offers a complete range of accounting and attest services We offer financial statement compilation, review and audit services for small business and nonprofits We also provide accounting services including monthly or quarterly bookkeeping, payroll management and software support
Our firm provides professional audit, review, and compilation services to businesses of all sizes We strive to provide meaningful financial statements that help business owners and managers eliminate inefficiency and realize their full profit potential
We also specialize in audit, review, and compilation services to non-profit organizations We understand the unique and changing requirements facing non-profits Our non-profit clients come from varying industries including fire departments, relief associations, youth sports organizations, private foundations, and other mission-driven non-profits
We provide full-charge bookkeeping services such as general ledger maintenance, bank statement reconciliation, and receivables/payables tracking and analysis
We can assist you with any of your payroll needs including processing payroll, managing your payroll tax filing and reporting, or advising you on the best payroll outsourcing options available
Our firm offers set-up, troubleshooting, and reconciliation services for your accounting software Whether you are using QuickBooks or other software tailored for your industry, we can assist in finding solutions to help resolve a problem or to become more efficient We can also assist in cleaning up your accounting records so they are more in line with tax reporting or any other basis of accounting
« Back • Next: Small Business Consulting Services » We focus on meeting the needs of small businesses, whether it is starting a new business, maintaining business growth, or developing a succession plan Our experts have the knowledge to help you grow and manage your business while navigating the, often confusing, small business tax landscape
Our firm can assist you in setting up a new corporation, partnership, or LLC We will advise you on the advantages and disadvantages of different types of entities you can choose, and also assist you by answering questions and making recommendations on what we have found to work well for others
Our goal is to help your small or mid-sized business succeed, no matter what the economic climate We offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line
« Back • Next: Charitable Gambling » Since the inception of Charitable Gambling in the State of Minnesota, our firm has specialized in supporting organizations with their Charitable Gambling operations We cater to the unique needs of our clients, serving a wide range of organizations including Veteran’s Groups, Fire Departments, Social Clubs, School Supporting Programs, and Youth Sports Organizations
We provide the following services:
Landon earned his degree from the University of Wisconsin, River Falls with a Bachelor of Science in Accounting He is a member of the AICPA, MNCPA and MAPA and is a proud Eagle Scout He is dedicated to helping his clients achieve their goals and enjoys working on small business, individual and non-profit consulting and taxation
Landon enjoys spending time with his wife and very active five children He also has a love for travel, music, art and literature
Julie is a graduate from St Cloud State University with a Bachelor of Science degree in Accounting and has been in public practice for nearly 30 years Julie is a member of the AICPA, MNCPA and the Stillwater Sunrise Rotary Club Her specialties include audit and attest services for small businesses and nonprofits, private foundations, and nonprofits involved in the lawful gambling industry She enjoys being a trusted advisor to her clients
Julie enjoys time with her two adult daughters; spending time at the lake whether it’s boating or snowshoeing, and hiking She also enjoys her two rescue dogs, reading, music and cooking Prior to embarking on her career as a CPA, she was a high school English teacher