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Your Financial Success is Our Commitment
Meet Our Dedicated Accountant Team
We have a personal relationship with
each of our clients
It’s extremely rewarding being able to help our clients save money and minimize the burden of taxes on both their finances and their time. Most of our clients are working full-time and raising a family, leaving zero wiggle room for researching nuanced tax laws. That’s where we come in.
We’re constantly researching new and revised tax laws to ensure the tax planning and preparation process is effortless. We love being able to give clients a little bit of their freedom back. Whether that means time with their kids or a much-needed vacation, we show our customers how tax & financial planning can be more than painless-it can actually be rewarding.
We’re constantly researching new and revised tax laws to ensure the tax planning and preparation process is effortless. We love being able to give clients a little bit of their freedom back. Whether that means time with their kids or a much-needed vacation, we show our customers how tax & financial planning can be more than painless-it can actually be rewarding.
Meet the team
Most of our clients are lifelong customers because they value the personal touch that comes as a part of working with a small business.
We focus on the customer experience, doing everything we can to make it easier to handle financial matters. From coordinating specialists to letting small business owners use our office for financial meetings, it’s all part of the personalized service we’re committed to providing.
Tom Stewart
Founder & CEO
Tom has been helping small businesses and non-profit companies with taxes and financial planning since the 1980’s. He has an impressive background in Business and Individual taxation—45 years—and has obtained certification in taxation from the Internal Revenue Service. Tom attended the University of Minnesota and graduated from The American Institute of Tax Studies and received his Certified Tax Professional (CTP) designation in 1992.
Tom and his wife Gwen are residents of New Prague, MN. They have three grown sons and nine grandchildren. Tom’s hobbies include visiting and playing with his grandchildren, golf, biking and downhill skiing.
Tom and his wife Gwen are residents of New Prague, MN. They have three grown sons and nine grandchildren. Tom’s hobbies include visiting and playing with his grandchildren, golf, biking and downhill skiing.
Adam Lund
Partner & Certified Public Accountant
Adam has been a practicing CPA since 2009, specializing in simplifying taxes for small businesses and individuals. He has gained experience in financial management with a diverse array of business owners, including construction, real estate, financial services, and non-profits. This makes him uniquely positioned to advise on complex financial matters, making business easy to manage.
Adam currently lives in Richfield, MN and loves to spend his free time playing golf, basketball, and baseball.
Plan your world
Wherever you live, work, or plan on traveling to, we can help you prepare—and find deductions—for every major life decision so you’re always one step ahead of your taxes.
Bookkeeping
You pile of receipts and invoices is long enough. We are undaunted by whatever state you books might be in. We’ll clean them up.
Payroll
Stay up-to-date with effective payroll management so you know exactly how your business is performing, at every single morning meeting.
Ready to file?
We have a tax prep checklist just for you
Download our free Tax Preparation Checklist to make sure you have everything you need to file quickly and easily.
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