Filter Results
Lake City
Filter Results
Lake City
Showing 1 to 10 of 11 CPAs in Lake City, Minnesota
PM
Peter M. Mathias
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
Based in Lake City, Minnesota, Peter M. Mathias provides accounting services to individuals and families, as well as Family-Owned Enterprises. With over 15 years of experience, Mathias specializes in providing Basic Accounting Services, Individual Tax Services, and Small Business Accounting. He offers Payroll Processing & Compliance services to help clients navigate complex tax laws and regulatory requirements.
BI
Barbara I. Pratt
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
Based in Lake City, Minnesota, Barbara I. Pratt brings over 18 years of experience as a certified public accountant. Her expertise spans various business structures, including S-Corps, partnerships, and LLCs, serving small and medium-sized businesses across different industries. Barbara's specialization lies in basic accounting services, individual tax services, and financial planning, with a particular focus on Payroll Processing & Compliance and Tax Planning & Consulting. With a strong foundation in accounting principles and regulations, Barbara provides tailored guidance to meet the unique needs of her clients.
KR
Kory R. Robinson
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
Kory R. Robinson is a certified public accountant based in Lake City, Minnesota. With over a decade of experience in the field, he specializes in providing basic accounting services, small business accounting, and tax compliance to a diverse clientele, including small and medium-sized businesses and individuals and families. His expertise also extends to IRS representation and individual and business tax return preparation, ensuring compliance with relevant tax laws and regulations. Throughout his career, Robinson has demonstrated a commitment to staying up-to-date on the latest tax laws and regulations, allowing him to provide informed guidance to his clients.
SM
Sharon M. O'Reilly
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
As a licensed CPA based in Lake City, Minnesota, Sharon M. O'Reilly brings over 15 years of experience to her practice. She provides comprehensive accounting services to entrepreneurs and family-owned enterprises, including financial planning and tax compliance. O'Reilly's expertise in tax preparation extends to both individual and business tax returns, as well as retirement account tax reporting. In addition to her core specializations in basic accounting services and tax compliance, she offers expert guidance on financial planning for clients.
JJ
Jolene J. Harvey
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
Jolene J. Harvey is a certified public accountant with over 15 years of experience in Lake City, Minnesota. She specializes in providing basic accounting services, small business accounting, and financial planning to individuals, families, and small to medium-sized businesses. With expertise in payroll processing and compliance, as well as IRS representation, Harvey is well-equipped to handle a variety of accounting needs.
TL
Tammy L. Smith
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
Based in Lake City, Minnesota, Tammy L. Smith provides accounting and advisory services to small and medium-sized businesses, as well as family-owned enterprises. With over a decade of experience, she specializes in basic accounting services, business tax services, and financial planning, helping clients navigate complex financial situations. Tammy also offers IRS representation, providing guidance and support during audits and other tax-related matters, leveraging her expertise to ensure the best possible outcomes.
DJ
Derek J. Rood
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
Derek J. Rood, a certified public accountant, has been serving the accounting needs of individuals and families in Lake City, Minnesota, since 2005. He specializes in basic accounting services, tax compliance, and financial planning, providing guidance on financial matters to entrepreneurs and startups in the region. Rood's expertise also extends to payroll processing and compliance, as well as IRS representation, helping clients navigate complex tax issues with confidence.
EM
Elyssa M. Wiebusch
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
Based in Lake City, Minnesota, Elyssa M. Wiebusch is a licensed CPA with over 15 years of experience in accounting and taxation. Her practice focuses on providing customized accounting services to small and medium-sized businesses, as well as individuals and families, with expertise in areas such as tax compliance, payroll processing, and sales tax compliance. Wiebusch specializes in basic accounting services, including financial statement preparation, budgeting, and financial analysis, catering to the unique needs of small business owners.
MA
Mark A. Prenger
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
Based in Lake City, Minnesota, Mark A. Prenger is a certified public accountant (CPA) with over 20 years of experience in providing general accounting and advisory services. He serves a range of clients, including family-owned enterprises and individuals and families, specializing in basic accounting services, individual tax services, and business tax services. Prenger's expertise also includes sales tax compliance, helping clients navigate complex tax regulations and ensure accurate financial reporting.
LA
Lori A. Anderson
Certified Public Accountant
Verified Licensed
Location Lake City, Minnesota 55041
Lori A. Anderson is an experienced CPA located in Lake City, Minnesota, with a practice focused on serving small and medium-sized businesses and family-owned enterprises. With over 15 years of experience in the field, Lori specializes in providing basic accounting services, financial planning, and tax compliance to her clients. Notably, Lori offers comprehensive retirement account tax reporting services, helping individuals and business owners navigate the complexities of retirement savings and tax obligations.

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.