Business Tax Consulting

Our objective is to provide efficient and compliant tax solutions and identify potential tax saving opportunities:

  • Tax minimization planning

  • Business succession

  • Business expansion planning

  • Sale of business

  • Business break-ups

  • Depreciation analysis

  • Tax analysis of multiple entities

  • Excise taxes

  • Fringe benefit strategies
  • Cash distribution options
  • Like-kind exchanges
  • Real estate transactions

Tax Return Preparation

In today’s ever-changing tax environment we advocate for our clients’ best interests by providing complete, accurate returns that reflect the lowest tax rates possible according to the federal, state and local law:

  • Trust and fiduciary returns

  • Gift tax returns

  • Estate tax returns

  • C corporation returns

  • S corporation returns

  • Partnership, LLP, LLC returns

  • State and local returns

  • Nonprofit returns

  • Information reporting returns

  • Excise taxes

  • Tax elections

Individual Tax Consulting

Minimizing tax liability goes beyond preparing income tax returns. We address each key aspect of your financial affairs to develop a comprehensive plan:

  • Year-end strategies for minimization of taxes

  • Estate planning

  • Stock options

  • Alternative minimum tax planning

  • Investment tax planning

  • Family limited partnerships

  • State residency planning

  • Charitable gifting

  • Estate and gift planning

  • Family income shifting strategies

  • Divorce related taxation issues

  • Sole proprietorships

Client Representation

We represent clients before the following tax authorities with regard to: examination of returns, filing appeals, answering requirements and assessments:

  • IRS
  • State Departments of Revenue
  • Sales and Use Tax

Contract Controllership

We put you in control of business financial management through our hourly contract controllership services:

  • Financial statement preparation
  • Software consulting
  • Staff training
  • Consulting / Management reporting
  • Payroll Services

Personal Financial Planning

Check out our financial planning partner’s website UnderdogWealthManagement.com

  • UnderDog Wealth Management, LLC is an independent, privately owned Registered Investment Advisor located in Maple Grove, MN

94%

Percentage of Individual Tax Clients retained each year

78%

Top source for new clients, Client Referrals

63%

Percentage of clients who have been
with us 8+ years

Ready to talk?

We want more for our clients than efficient accounting services. We want you to feel comfortable with your CPA.

Let’s Talk