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

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


Percentage of Individual Tax Clients retained each year


Top source for new clients, Client Referrals


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