Services

Complex individual tax

“I have one of those tax situations where the answer to most questions is ‘it depends.’”

“Software can prepare the forms, but it can’t tell me whether I’m making the best tax decisions.”

“I reached the point where paying a professional was cheaper than potentially making a mistake.”

If any of these sound like you, you’re in the right place. Real estate holdings, significant investments and income from several sources make a return that calls for judgment, not just data entry. Elizabeth brings that judgment, and she’ll walk you through what’s on your return.

Real estate investments: rental properties, depreciation, 1031 exchanges and property sales
High-net-worth returns with significant investment income, capital gains and K-1s
Business and partnership income that flows to your personal return
Returns for more than one state
Big life changes: marriage, divorce, an inheritance, selling a home or a business
Quarterly estimates and year-end planning

Advisory

A CPA in your corner for the decisions that shape your finances, at home or in your business.

A sounding board before you sign, not after
Business decisions: entity choice, hiring and major purchases
Planning ahead for a sale, an inheritance or retirement
Tax effects of selling or closing a business

Financial and goal coaching

Taxes are one piece of the picture. Coaching looks at the whole thing: where your money goes now, where you want it to go, and how to get there.

Setting short- and long-term financial goals
A spending plan you can live with
Preparing for milestones like buying a home, paying off debt or retiring
Regular check-ins to keep you on track

Also available to clients

Small business tax

S corporation, partnership and Schedule C returns, plus the Minnesota filings that go with them.

Payroll and employment tax

Setup, quarterly and annual filings, and Minnesota withholding and unemployment.

IRS and Minnesota notices

Elizabeth will read the letter, explain it and help you respond.