
We work to keep the wind in your sails




Complete review of all income sources and deductions
Identification of tax-saving opportunities and credits
Accurate preparation and electronic filing of federal and state returns
Year-round support for tax questions and IRS correspondence
Comprehensive business income and expense analysis
Maximization of business deductions and credits
Preparation of all required business tax forms and schedules
Strategic guidance on tax-saving opportunities for your business


Monthly transaction recording and categorization
Bank and credit card account reconciliation
Financial statement preparation (profit & loss, balance sheet)
Ongoing financial reporting and analysis
Accurate payroll calculation and direct deposit processing
Federal and state payroll tax withholding and filing
Quarterly payroll tax return preparation and submission
Annual W-2 and 1099 form preparation and distribution

Use our secure, password-protected client portal with bank-level encryption. You'll receive login credentials after becoming a client.
Yes. As an Enrolled Agent, Geri can represent clients before the IRS at all administrative levels.
Yes. All consultations, meetings, and services are provided virtually throughout Minnesota for your convenience.
We work with sole proprietors, partnerships, S-corporations, and LLCs across various industries.
Fees vary by complexity. We provide transparent quotes during your free consultation.

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