Broker Check

220 E. Main Street, Suite 200
Mankato, MN 56001
Phone: (507) 625-2526
Fax: (507) 388-9977

Accounting & Tax Services

ACCOUNTING SERVICES

  • Accounts Payable / Accounts Receivable
  • Adjusting Entries
  • Bank Statement Reconciliation
  • QuickBooks Consulting & Support
  • Sales Tax Returns
  • 1099 Reporting

FINANCIAL STATEMENT PREPARATION

  • Balance Sheet
  • Income Statement
  • Cash Flow Statement
  • Multi-Year Statements
  • Supplementary Scheduled
  • Reviewed Statements

TAX RETURN PREPARATION

  • Individual
  • Business (Corporate, S Corporate, Partnership, Single Member LLC)
  • Estates and Trusts
  • Non-Profits
  • Special Returns (Gift Tax Returns, Foreign Bank Account)

PLANNING & ADVISORY

  • Business Planning & Advisory

    • Accounting Systems Set Up
    • Bank Financing and Budgets
    • Business Entity Selection
    • Employee Benefit Plans
    • Internal Controls and Fraud Detection
    • IRS and Sales Tax Audits
    • Projections & Year-End Strategies
    • Ownership Planning
      • Exit Strategy
      • Family Issues
      • Purchase or Sale
      • Valuations
  • Individual and Family Planning & Advisory
    • Estate Planning
    • Family Tax Strategies
    • Projections & Year-End Strategies
    • Tax Notices and Audits
    • Education Needs Assessment
    • Employing Your Children
    • Personal Financial Statements
    • Retirement Needs Assessment