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Services Offered

I have a small practice, so I’m able to provide personalized services. Drop off returns are welcome anytime. If you would prefer, I can pick up your tax documents, prepare them, and drop off the completed returns. E-mail and texting has really streamlined corresponding with my clients. All documents can be sent electronically, or newly arrived documents after our initial interview can be sent. You can scroll down to see some specifics of what I am able to offer.

Services I Offer

Tax Preparation

  • 1040’s

  • 1065 - partnerships

  • 1120S - S Corps

  • Minnesota property Tax Refunds


Property Tax Refunds

  • No charge when I prepare your income taxes. 

  • I can file for your property tax refund even if you don’t file income taxes. 

  • If last years were not filed I will file those for a small fee.

Bookkeeping / Accounting

  • Quickbooks for Small Business and S Corps:

    • Online version

    • Mac version

    • Microsoft version

  • Quicken for Small Business, personal finance

Year End Closeout

  • Close out books at years end. Make entries for depreciation, figuring gains and losses on assets sold during the year, get 1099’s out to independent contractors.​

  • It is not at all unusual to get asked to take an entire years of invoices, statements and receipts and create a file to enter the years data. I can create a file for you, or use your existing file and enter the data. 

Profit and Loss Statements

I put a lot of time and effort in preparing accurate Profit and Loss Statement and Balance Sheets that can be used to prepare your income taxes, apply for loans or grants, or just get a good look at how the business is doing. 

Quicken Setup

Enter your income and expenses on a Quicken file. Quicken is an excellent program if you just want to track your finances and spending categories, but don’t have payables, receivables, invoicing or payroll. The reports that can be generated are great to use for tax preparation. 

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