Broker Check

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

Tax & Accounting Services

Accounting

  • Accounts Payable
  • Adjusting Entries
  • Bank Statement Reconciliation
  • QuickBooks Consulting & Support
  • Sales Tax Returns

Financial Statement Preparation

  • Balance Sheet
  • Cash Flow Statement
  • Income Statement
  • Key Results Indicator Reports
  • Multi-Year Statements

Tax Return Preparation

  • Corporate
  • Estates and Trusts
  • Individual
  • Partnership
  • Non-profits

Planning & Advisory Services

Business Planning

  • Accounting System Set Up
  • Bank Financing/Budgets
  • Business Entity Selection
  • Client Advisory Panels
  • Employee Benefit Plans
  • Internal Controls/Fraud Detection

Family Needs Planning

  • Education Needs Assessment
  • Employing Your Children
  • Personal Financial Statements
  • Retirement Needs Assessment

Ownership Planning

  • Exit Strategy
  • Family Issues
  • Purchase or Sale of Business
  • Valuations

Tax Planning

  • Estate Planning
  • Family Tax Strategies
  • IRS and Sales Tax Audits
  • Projections & Year End Strategies