Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Focus Training For Folks In Minneapolis

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

3+ Reasons Why Minneapolis Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Minneapolis office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

The Joys Of Providing Professional Tax Services To Minneapolis

Well, our primary work for this tax season in Minneapolis has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Minneapolis, we make it a point to do a bit more than simply "fill out forms" on your behalf....

Four Tips For Minneapolis Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Minneapolis into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Minneapolis who are paying attention (because...

Instilling Financial Literacy For Kids In Minneapolis

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Minneapolis

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

How To Manage Money For Minneapolis Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Opportunity Financial Small Business Tax Advisors’s 2017 Tax Preparation Checklist

Lots of things have been changing recently -- from Academy Award ratings (they're down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at...

Scott Wallace’s Tax Extension Breakdown

It's the final full week of tax season, and our office in Minneapolis is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right...

A Minneapolis and St. Paul Business Owner’s Holiday Prayer

Here we are, smack in the middle of the Minneapolis and St. Paul holiday season, and not only is the federal government shut down for the foreseeable future, but the political and cultural logjams are becoming ever more entrenched. At least we have these holidays. But...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!