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Monticello
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Monticello
Showing 11 to 20 of 29 CPAs in Monticello, Minnesota
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Alan L. Garber
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Based in Monticello, Minnesota, Alan L. Garber provides accounting services to individuals and families, as well as entrepreneurs and startups. With over 15 years of experience in basic accounting services, tax compliance, and individual tax services, he specializes in helping small businesses and personal clients navigate complex financial regulations. His services include sales tax compliance, payroll processing and compliance, and other essential accounting tasks.
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Amanda M. Gustafson
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Amanda M. Gustafson is a certified public accountant (CPA) based in Monticello, Minnesota. With over 10 years of experience, she provides general accounting and advisory services to small and medium-sized businesses, as well as various business structures. Her specialization includes basic accounting services, tax compliance, and individual tax services, which cater to diverse client needs. Notably, she also offers specialized retirement account tax reporting services to help her clients navigate complex tax regulations. Her expertise extends across various industries, including S-Corps, partnerships, and LLCs.
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Mona M. Peery
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Mona M. Peery is a licensed certified public accountant (CPA) with years of experience serving various business structures and individual clients in the Monticello, Minnesota area. Her expertise includes bookkeeping and financial statement compilation, as well as payroll processing and compliance services necessary for businesses to maintain accurate and up-to-date financial records. Peery also specializes in providing basic accounting services, business tax services, and financial planning to help clients make informed decisions about their financial health.
MA
Martin A. Johnson
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Based in Monticello, Minnesota, Martin A. Johnson is a certified public accountant with over 15 years of experience providing tax planning and consulting services to individuals and families, as well as entrepreneurs and startups. His areas of specialization include basic accounting services, small business accounting, and business tax services, enabling him to effectively address the unique needs of his clients. Notably, Johnson provides in-depth sales tax compliance services to help businesses navigate complex tax regulations and ensure compliance with state and federal requirements.
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Leon E. Barthel
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Leon E. Barthel is a certified public accountant based in Monticello, Minnesota. With over 20 years of experience in accounting and tax services, he provides a range of support to family-owned enterprises, including S-Corps, partnerships, and LLCs. His expertise also encompasses sales tax compliance and IRS representation, making him a valuable resource for business owners navigating complex tax laws. Barthel's specialization in basic accounting services, business tax services, and individual tax services ensures clients receive comprehensive guidance on financial matters.
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Lara A. Erickson
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Based in Monticello, Minnesota, Lara A. Erickson is a certified public accountant with over 15 years of experience in providing accounting and tax services to family-owned enterprises and small to medium-sized businesses. Her areas of specialization include basic accounting services, business tax services, and tax compliance, with a focus on ensuring accurate financial statement compilation and sales tax compliance. Erickson's expertise in these areas allows her to provide high-quality services that meet the unique needs of her clients, including those requiring ongoing bookkeeping and financial statement compilation support.
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Steven R. Duncan
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Steven R. Duncan, a certified public accountant (CPA) with over 20 years of experience, is based in Monticello, Minnesota. His areas of specialization include basic accounting services, business tax services, and small business accounting, catering to various industries such as entrepreneurs and startups, as well as family-owned enterprises. Duncan's services also encompass IRS representation and sales tax compliance, providing clients with comprehensive financial guidance and support.
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Roger J. Klatt
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Roger J. Klatt is a certified public accountant based in Monticello, Minnesota. With over 25 years of experience in accounting and tax preparation, he provides a range of services to small and medium-sized businesses, as well as individuals and families. His expertise includes basic accounting services, tax compliance, and small business accounting, with a focus on bookkeeping and financial statement compilation. Mr. Klatt also helps clients navigate sales tax compliance requirements, ensuring accurate and timely compliance with applicable regulations.
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Cory R. Ritter
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Cory R. Ritter, a certified public accountant based in Monticello, Minnesota, has been providing general accounting and advisory services for over 20 years. His expertise includes basic accounting services, financial planning, and individual tax services, catering to individuals and families as well as entrepreneurs and startup businesses. Additionally, Ritter offers IRS representation, helping clients resolve tax issues and navigate the complexities of the tax code.
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Adam J. Flaherty
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Based in Monticello, Minnesota, Adam J. Flaherty has been practicing as a certified public accountant for over 10 years, providing expert guidance on financial matters to individuals and families, as well as entrepreneurs and startups. With a specialization in basic accounting services, small business accounting, and tax compliance, Flaherty's expertise encompasses a range of financial needs, from routine accounting tasks to complex tax issues. He is well-versed in general accounting and advisory services, including IRS representation, and is dedicated to helping clients navigate the complexities of the tax code.

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.