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Excelsior
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Excelsior
Showing 31 to 40 of 50 CPAs in Excelsior, Minnesota
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Carolyn M. Nicklow
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Based in Excelsior, Minnesota, Carolyn M. Nicklow has provided accounting services to individuals and families, as well as small and medium-sized businesses, for over 15 years. Her areas of specialization include basic accounting services, business tax services, and individual tax services, supporting clients with financial statement compilation, bookkeeping, and general accounting and advisory services. With expertise in tax preparation and financial planning, Carolyn helps clients navigate complex financial situations, ensuring compliance and accuracy in financial reporting.
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Jeffrey P. Sweetser
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Jeffrey P. Sweetser is a certified public accountant based in Excelsior, Minnesota, with a focus on providing expert tax planning and consulting services. With over 20 years of experience, Sweetser's specialization in basic accounting services and small business accounting enables him to effectively handle the financial needs of individuals and families, as well as small and medium-sized businesses. His areas of expertise include general accounting and advisory services, ensuring that clients are in compliance with tax regulations and laws.
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Thomas S. Simpson
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Based in Excelsior, Minnesota, Thomas S. Simpson provides expert accounting services to clients across a range of industries, including family-owned enterprises and entrepreneurs. As a seasoned financial professional with extensive experience in basic accounting, financial planning, and individual tax services, Simpson offers comprehensive guidance on IRS representation, payroll processing, and compliance. With a deep understanding of the complex tax laws and regulations affecting family-owned businesses, entrepreneurs, and startups, Simpson helps clients navigate financial complexities and achieve their long-term goals.
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Sara M. Lassila
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Sara M. Lassila is a certified public accountant based in Excelsior, Minnesota, with over 10 years of experience providing accounting services to individuals and families, as well as entrepreneurs and startups. Her areas of specialization include basic accounting services, business tax services, and individual tax services, with a focus on helping clients navigate complex tax regulations. Lassila's expertise extends to tax reporting for retirement accounts and sales tax compliance, making her a valuable resource for business owners and individuals alike.
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Robert J. Liestman
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Based in Excelsior, Minnesota, Robert J. Liestman provides accounting services to clients in the Twin Cities area. With over 20 years of experience, he specializes in providing basic accounting services, small business accounting, and business tax services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. His services include individual and business tax return preparation, as well as payroll processing and compliance.
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Thomas J. O'Connell
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Based in Excelsior, Minnesota, Thomas J. O'Connell is a certified public accountant with over 20 years of experience providing general accounting and advisory services to clients. His expertise spans the preparation of individual and business tax returns, as well as tax compliance for small businesses. O'Connell's specialization in basic accounting services and small business accounting allows him to effectively manage financial matters for individuals and family-owned enterprises.
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Julie E. Gilbert
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Julie E. Gilbert is a certified public accountant based in Excelsior, Minnesota. With over 15 years of experience, she specializes in providing tax compliance, individual tax services, and basic accounting services to small and medium-sized businesses and individuals and families in the area. Her expertise includes tax planning and consulting, as well as payroll processing and compliance, helping clients navigate complex financial regulations and achieve their financial goals.
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Nichelle B. Marshman
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Nichelle B. Marshman is a certified public accountant (CPA) based in Excelsior, Minnesota. With over 8 years of experience, she provides expert tax planning and consulting services to various business structures, including S-Corps, partnerships, and LLCs. Her specialized services include financial planning, business tax services, and basic accounting services, catering to the needs of entrepreneurs and startups. In addition to her core services, Nichelle also offers financial statement compilation and bookkeeping services, ensuring the accuracy and reliability of clients' financial records.
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Paul E. Strot
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Paul E. Strot is a certified public accountant based in Excelsior, Minnesota, with over 15 years of experience in providing accounting services. His expertise spans basic accounting services, small business accounting, and individual tax services, serving the needs of individuals and families, as well as family-owned enterprises. Notably, he specializes in tax planning and consulting, and provides expert guidance on retirement account tax reporting to help clients make informed financial decisions.
MC
Margaret C. Muehlberg
Certified Public Accountant
Verified Licensed
Location Excelsior, Minnesota 55331
Margaret C. Muehlberg is a certified public accountant based in Excelsior, Minnesota, with over 25 years of experience in accounting and taxation. Her expertise includes basic accounting services, individual tax services, and small business accounting, serving family-owned enterprises and individuals and families in the local area. Muehlberg's practice also focuses on IRS representation and tax planning and consulting, helping clients navigate complex tax issues and develop strategies for minimizing tax liabilities and optimizing financial situations.

Minnesota's robust CPA market serves a diverse economy with numerous Fortune 500 headquarters and strong financial services sector. The Minnesota State Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 8 hours of ethics and minimum technical hour requirements.

Key Tax Considerations: Minnesota has graduated individual income tax up to 9.85% (among the highest in the nation) and a flat 9.8% corporate rate. CPAs commonly handle complex state tax compliance, sales tax, and estate tax (Minnesota is one of few states with its own). The high tax rates create strong demand for tax planning and residency strategies, particularly for snowbirds. Cross-border issues with Wisconsin and North Dakota are common for businesses and individuals.

Industry Specializations: Healthcare systems and medical devices, financial services and insurance, food processing and agriculture, retail headquarters, technology, manufacturing, and professional services are primary focus areas. Minneapolis-St. Paul CPAs often serve Fortune 500 corporate headquarters, while Greater Minnesota focuses on agriculture, healthcare, and regional businesses.

For CPA Professionals: The Minnesota Society of CPAs provides excellent resources and networking. The Twin Cities dominate the market with sophisticated corporate and high-net-worth client base, creating strong competition but abundant opportunities. Rochester (Mayo Clinic), Duluth, St. Cloud, and Mankato offer secondary markets with lower cost of living. The state provides strong quality of life, excellent education, and diverse practice opportunities, though high taxes and cold winters are considerations for practitioners and clients alike.