Integrated tax planning & preparation for individuals and families.


Plymouth, MN Tax Preparation


As your tax advisor, our job is to give you answers to your tax questions, in plain English, so that you can make educated and informed decisions about your wealth. Our goal is not only to prepare your return in any given year but to also look for tax planning opportunities to save, preserve, and grow your wealth in the long run.

This website will walk you through our no-cost, no obligation process for showing you exactly how our team can help with your specific tax situation and why or why not we might be a good fit for you. Learning our process will also give you a framework by which to evaluate us and other firms you may be considering.


Save Time

Save time by allowing us to prepare your tax return for you. You’re busy, let us put our expertise and experience to work for you.


Save Money

Save money, as we look for ways to reduce your taxable income on your tax return as well as provide tax strategies to reduce the tax you pay in the long-run.


Save Yourself

Tax are complicated and it can be frustrating to try to “put it all together” by coordinating your tax situation with your overall wealth picture.


Meet Your Tax Team

We are a independent, boutique, tax preparation and tax planning company specializing in complicated tax situations related to high-income, significant investment assets, and high-net worth situations.


We are not just tax preparers, that’s just a service we provide. More importantly, we are tax advisors and tax planners first.

— James L. Sexton, CPA


Who we serve best…

Due to our limited time, we only work with specific people who fit our specializations - it’s who we serve best.