Tax Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax adviser to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. Joni reviews each tax return in order to achieve these goals. To minimize your tax liabilities and maximize your future opportunities, we keep abreast of current tax laws throughout the year.

Whether you are an individual or operate a multi-tiered corporation or partnership, our staff can accommodate your needs for tax planning and preparation.

Forms Required for Tax Preparation

  • Personal
    • Checklist download:   PDF
    • Engagement letter download:   PDF
    • Fiduciary Engagement letter: PDF
  • Business
    • Checklist download:   PDF
    • Engagement letter downloads:   Partnership ( PDF ), S Corp ( PDF )

For Tax Help

12299 Champlin Dr #269
Champlin, MN 55316

Phone (763) 571-8122
Fax (763) 571-8429

View Hours