WELCOME!

We are more than tax preparers. We are rooting for the success of your business.

We are a small family-owned and operated business which allows us to live and breathe 'small business'. If you're looking for a local accountant who gets it - you've come to the right place!

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We understand the common pain-points that growing businesses experience:

  • Transitioning from W2 to 1099
  • Starting a business
  • Buying a business
  • Growing a business
  • Adding employees
  • Changing entities or ownership
  • Maximizing tax deductions
  • Planning for retirement

Our Bookkeeping Packages

Take a look at the industries we can help. From individuals to large businesses and everything in between, we'll be there for you!

Ideal for Schedule C businesses!

Soleproprietors

Includes:

  • Categorization of transactions and monthly reconciliations
  • Onboarding strategy session to assess business health + priorities
  • Customized Chart of Accounts built for clarity and decision-making
  • Monthly reports with clear, easy-to-read insights
  • Key highlights & red flags so nothing gets missed
  • Tax-ready books prepared by a CPA-trained team
  • Real-time tax tracking based on your personalized withholding setup

Starting at: $250/month

Ideal for S-Corp businesses!

Solopreneurs

Includes everything in Sole Proprietor, plus:

  • Reasonable compensation payroll setup & support
  • Accountable plan tracking for personal expense reimbursements
  • Structured tracking of salary and distributions for compliance and tax reporting

Starting at: $350/month

Ideal for board meetings!

Non-Profits

Includes:

  • Categorization of transactions and monthly reconiliations
  • Budget vs. Actual reporting aligned with your approved budget
  • Class tracking setup for grants, programs, and funding sources
  • Monthly report generation for board review

Starting at: $300/month

READY TO DO THIS?

Fill out our contact form or give us a call!

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TAX RETURN PREPARATION

We discount bundled services!

Personal Returns

Includes: Annual W4 review, estimated payment calculations, tax credit optimization, etc.

  • Individuals
  • Sch C - Businesses
  • Sch E - Rental Properties
  • and more

Other Returns

  • 1041 Estate / Trusts

Business Returns

Includes: Annual business registration renewal, estimated payments with quarterly vouchers, depreciation optimization, etc.

  • Multi-Member Partnerships
  • S-Corps & LLC's
  • Corporations

Other Returns

  • 990 Non-Profits

TAX PREP: ADD-ONS

Essentials

The basic services we recommend for all growing businesses:

  • Bookkeeping: categorizing transactions, bank reconciliations, and financial reports.
  • Payroll: for one or more employees. 
  • Compliance: tax preparation, sales/use tax, provider tax, etc.

Consulting

Custom based on business needs:

  • Business registrations and setup
  • Strategy meetings
  • Budget creation
  • Custom industry-specific chart of accounts
  • Tax planning and projections
  • Business coaching

Meet Your Tax Experts

We knew we loved accounting, so we went all-in. Our mission is to help you do the same with your business.

We aim to ease your mind and save you time. We focus on value-add services that provide a return on investment rather than simple data entry. A tidy house, a tidy mind... and clean books create a clean path to business success!

We strive to help people achieve their business goals and turn dreams into reality.

Why work with us?

We are deeply rooted in the community, we care for both our neighbors and local businesses, and we're genuinely invested in your success.

  • We offer a strong understanding of local tax regulations and Minnesota tax credits which can directly impact our clients.
  • We provide valuable insight and support to small businesses so they can thrive in our community.
  • We value long-term client relationships. We aim to become a familiar face in the neighborhood and a reliable partner in your business journey.

Don't forget our qualifications:

Experience These Benefits, and More!

QuickBooks Expertise

Financial Clarity and Strategic Insights

Local Expertise based in Saint Paul, MN

Tax Planning and Projections

Customized Solutions & Business Growth Support

Transparent Pricing with Monthly Packages

Budgeting and Cash Flow Analysis

Tax Planning and Preparation

We can't wait to work with you for all of your small business needs!

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GIVE US A CALL