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Tax Returns. Problem Solving.

Tax laws will continue to change and the degree of change is unpredictable.  We strive to develop solutions to problems and help you to prepare for the future.     

Tax Planning

What your accountant doesn't know can cost you money.  There are plenty of potentially tax-saving moves that you might be making - or be willing to make - but it never comes up in a once a year conversation.  Often it's just "Give me the data; here are your returns" said by some tax preparers.  We believe that rule number one is to get in touch with your accountant before the end of the year and discuss ways to minimize your taxes.  

Many individuals and business owners fall victim to a tax reaction each year, when it would have been preferably to have done some tax planning.  Tax planning, based upon your identified needs, is one of our primary functions.  Tax planning not only eliminates unpleasant surprises, but also our clients to get and keep the most from the money they earn.

No Fee Surprises

We do not price our services by the hour. We make every attempt to give you a firm price up front. No two relationships are equivalent, and accordingly no two engagements will have the same price and terms. You will find price guidelines for personal wealth advocate services. Contact us for current business wealth building packages.

We may require a retainer to be applied to the financial agreement between our firm and our customers. However, since we provide service satisfaction guarantee, we will refund your prepayment should you determine that we have not provided the services agreed to in our service agreement.

Convenient Location

Our office has ample parking, and it's easy to find on France Avenue in Edina.  It's across the street from the Southdale Mall and Galleria. 

Questionnaire

We invite you to fill out the following questionnaire. Please know that any information disclosed to our office is confidential. If you have any questions, please feel free to contact us any time. We look forward to meeting you personally very soon.