01/12/2021:  Checklist update.  The IRS will be issuing forms 1444 and 1444-B by mail to show stimulus money received from the CARES Act.  Form 1444 will reflect stimulus money received from the first CARES Act, 1444-B will reflect payments received in December 2020-January 2021.  Both forms will be reconciled on your 2020 tax return even if payment was received after the new year.  These forms will ensure that you received the proper stimulus payments and will create a tax credit in some situations.  Stimulus money is not taxable nor should it result in an increased payment to the IRS.  We will need these forms to complete your tax return.

01/10/2021:  Tax season is fast approaching.  Our office will be open from 9 a.m. to 7 p.m. Monday through Friday.  We will be taking 15-minute in-office appointments between 11 a.m. and 6 p.m, but we are strongly encouraging clients to drop off, upload, or mail documents when possible.  We will follow up with phone or email questions to complete your return. 

In accordance with the mandate of Governor Tim Walz, we ask that you wear a mask when visiting our office.  Thank you, we hope to hear from you soon!

01/20/2020:  In accordance with IRS guidelines, we will no longer accept any document attachments to regular email.  Please use our “Secure Upload” link at the right side of this page to ensure your documents are sent safely.  

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

The Tax Cuts and Jobs Act is entering year three and due to the Covid-19 pandemic, there are many provisions from the CARES Act that could affect your 2020 tax filings. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Thank you for visiting our website, we hope to hear from you soon!