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Monticello
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Monticello
Showing 21 to 29 of 29 CPAs in Monticello, Minnesota
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Brad R. Kalliomaa
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Located in Monticello, Minnesota, Brad R. Kalliomaa is a certified public accountant with extensive experience in financial services. With over 15 years of expertise in providing accounting and advisory services, he specializes in basic accounting services, business tax services, and tax compliance for various business structures, including S-Corps, partnerships, and LLCs. Kalliomaa's services include general accounting and advisory, as well as tax reporting for retirement accounts, catering to the needs of individuals and families in addition to businesses.
SD
Steven D. Pattison
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Located in Monticello, Minnesota, Steven D. Pattison is a certified public accountant with extensive experience in the field, boasting 14 years of expertise. His specialization lies in providing tailored services to family-owned enterprises and entrepreneurs, addressing their distinct accounting and tax needs. Specific services include payroll processing and compliance, general accounting, advisory services, individual tax services, and tax compliance, ensuring clients meet their fiscal obligations.
CW
Chad W. Armstrong
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Based in Monticello, Minnesota, Chad W. Armstrong is a certified public accountant with over 15 years of experience. He specializes in providing basic accounting services and financial planning to family-owned enterprises and entrepreneurs, as well as individual tax services to clients in the startup community. Additionally, Armstrong offers tax planning and consulting, as well as IRS representation, to assist clients in navigating complex tax matters.
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Melanie M. Gill
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Melanie M. Gill is a certified public accountant based in Monticello, Minnesota, with over 15 years of experience in providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. Her expertise lies in small business accounting, business tax services, and sales tax compliance, with a focus on helping entrepreneurs and startups navigate complex tax regulations. In addition to her regular accounting services, Gill also specializes in retirement account tax reporting, assisting clients in ensuring compliance with tax laws and regulations.
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David H. Lhotka
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Based in Monticello, Minnesota, David H. Lhotka is a certified public accountant with over 15 years of experience in providing expert accounting services to small and medium-sized businesses across various industries, including S-Corps, partnerships, and LLCs. His areas of specialization include basic accounting services, business tax services, and financial planning, catering to the unique needs of each client. Lhotka also offers tax planning and consulting, as well as sales tax compliance services, ensuring his clients are in compliance with all relevant tax laws and regulations. With a focus on delivering tailored solutions to meet the distinct needs of each business, David H. Lhotka is a trusted advisor for businesses seeking expert accounting guidance in the Monticello area.
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Kim H. Lillehaug
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Based in Monticello, Minnesota, Kim H. Lillehaug is a certified public accountant with extensive experience in providing accounting and tax services to individuals and family-owned enterprises. With over [number] years of experience, Kim specializes in offering comprehensive Basic Accounting Services, as well as expert Business Tax Services and Individual Tax Services, ensuring clients' financial needs are accurately addressed. Notably, Kim offers specialized Tax Planning & Consulting and Retirement Account Tax Reporting services, helping clients navigate complex tax laws and regulations. Established in [year], Kim H. Lillehaug's practice is dedicated to providing timely and reliable financial guidance to individuals and families in the Monticello area.
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Sara A. Haman
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Sara A. Haman is a certified public accountant (CPA) practicing in Monticello, Minnesota. She has extensive experience serving the accounting needs of small and medium-sized businesses, including S-Corps, partnerships, and LLCs. Her services include individual and business tax return preparation, general accounting and advisory, as well as specialized consulting in business tax services. With a focus on basic accounting services and small business accounting, Sara provides expert guidance to help clients navigate complex financial situations and achieve their goals.
KM
Katherine M. Harris
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Katherine M. Harris is a certified public accountant based in Monticello, Minnesota, with over 10 years of experience serving a diverse range of clients including entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. She specializes in providing basic accounting services, ensuring accurate tax compliance, and offering individual tax services to her clients. Notably, Katherine also provides sales tax compliance and IRS representation services, helping clients navigate complex tax regulations and resolve disputes with the IRS.
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Jay W. Switzer
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Located in Monticello, Minnesota, Jay W. Switzer provides accounting services to individuals and families, as well as entrepreneurs and startups. With over 10 years of experience in general accounting and advisory services, he offers expertise in tax compliance, individual tax services, and basic accounting services. As a certified public accountant, Jay W. Switzer provides representation to individuals facing IRS issues, helping them resolve tax disputes and navigate complex tax procedures efficiently.

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.