
We work to keep the wind in your sails














Connect from anywhere through secure video or phone consultation.
Upload documents through our password-protected portal.
Get precise, timely service with clear communication every step.
No! All our services are provided virtually through secure video consultations and our password-protected client portal. You can work with us from anywhere in Minnesota without leaving your home.
You'll need W-2s, 1099s, receipts for deductible expenses, and information about any major life changes (marriage, home purchase, etc.). We'll provide you with a detailed checklist once you schedule your consultation.
Most individual returns are completed within 3-5 business days after we receive all necessary documents. Business returns may take 5-7 business days depending on complexity.
Don't panic! As an IRS Enrolled Agent, Geri has unlimited representation rights and can communicate directly with the IRS on your behalf to resolve any issues.
We're here for you year-round! While tax season is our busiest time, we provide ongoing bookkeeping, payroll services, and tax planning support throughout the entire year.

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