Your Value - Our Services


We not only prepare tax returns, more importantly, we plan and implement tax strategies specific to your situation. Being affiliated with one of Minnesota’s leading Wealth Management firms allows us to provide a truly unique service offering.



Everyone needs their taxes completed. Not only do we prepare and file your tax returns, we take an objective look at your personal tax situation and help identify opportunities to save money now and in the future.


You work hard for your income and we work hard to identify every deduction and credit available to you. Through a potential “stacking” strategy, we can create a multi-year tax plan that can increase your total deductions.

Portfolio Tax Analysis

There are many opportunities for increasing the tax efficiency of your investment portfolio: asset location, tax-loss/gain harvesting, utilizing tax-efficient investments, capital gain management, and more. We can create and implement changes to your portfolio to limit the overall tax drag on your wealth.

Executive Compensation

RSUs, NSOs, ISOs, SARs, ESPP, Deferred Compensation, Private Stock, are just some of the ways you may be compensated, and they all have a different tax impact. We help manage and provide guidance on what can be a lucrative but often very confusing part of your income.

Income Planning

Changes to your income has a direct impact on taxes. Whether it’s related to your job, the sale of a business / an investment, etc., we make sure you are prepared for the inevitable tax consequences of such an event.

Conversion Strategies

Are you better off holding your tax deferred assets like (401(k), IRA, etc.) where they are or should you be converting and paying the taxes now? We can help guide you through the decision-making process so your portfolio is structured appropriately from a tax perspective heading into retirement.

Concentrated Stock Positions

If you have a large concentrated stock position you may be risking your retirement and other goals on one company. However, selling the position will likely lead to realizing taxes today. Its a scenario we encounter all the time. We provide guidance on strategic liquidation of large stock holdings so you can make an informed decision.

Tax Projections

We can prepare a tax projection so there are no surprises come tax time. We help determine what you should be doing before year-end to reduce your taxes, as well as advise/prepare estimated tax payments if appropriate. This is ideal for clients who’s income fluctuates greatly year to year or someone that is executing a conversion strategy.

Charitable Gifting Strategies

Clients with charitable inclinations should be aware of the gifting strategies available to them. We advise clients on Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), donating highly appreciated stock, etc., all designed to provide tax savings and help you accomplish your charitable goals. These gifting strategies combined with a conversion strategy or reducing a concentrated stock position can provide great value.

Long-Range Planning

Your income tax situation will likely change over the course of life; there are actions you can be doing now to save on future taxes. Did you know Tax Reform is temporary and is currently set to sunset in 2025? What are you doing to take advantage of this opportunity? When you retire, your income tax situation is likely to change dramatically and multiple times depending on the timing of social security and other income sources. We help determine the best course of action for every stage of life.

Wealth Management

We can help manage your investments, provide retirement planning, and many other financial planning related services. When you integrate and align taxes with your investment portfolio and financial goals you create efficiencies that unlock great value. Let us know if you are interested in learning more about these other services at your tax meeting.


See Who We Serve best to find out if our firm is a good fit.