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Monticello
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Monticello
Showing 1 to 10 of 29 CPAs in Monticello, Minnesota
JL
Jennifer L. Bethke
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Based in Monticello, Minnesota, Jennifer L. Bethke provides personalized accounting services to individuals and businesses in the region. With over 15 years of experience, Jennifer specializes in providing basic accounting services, financial planning, and small business accounting to clients in various industries, including S-Corps, partnerships, LLCs, entrepreneurs, and startups. Her services include tax return preparation for individuals and businesses, as well as tax planning and consulting to help clients optimize their financial strategies.
LE
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.
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.
MM
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.
AM
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.
AL
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.
JD
Justin D. Hall
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Located in Monticello, Minnesota, Justin D. Hall is a certified public accountant with over 15 years of experience. His areas of specialization include basic accounting services, tax compliance, and business tax services, catering to various business structures such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Mr. Hall provides services in retirement account tax reporting and bookkeeping and financial statement compilation, ensuring accurate and compliant financial records.
RW
Robert W. Mosford
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Based in Monticello, Minnesota, Robert W. Mosford is a licensed CPA (Certified Public Accountant) with over 15 years of experience providing financial guidance to family-owned enterprises and entrepreneurs. With a specialization in tax compliance and individual tax services, his expertise lies in navigating complex tax laws and regulations. His service portfolio includes general accounting and advisory, tax planning, and consulting services that cater to the diverse needs of his clients.
BM
Brett M. Bigalke
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Brett M. Bigalke is a certified public accountant based in Monticello, Minnesota, with over a decade of experience serving individuals and businesses in the region. His practice focuses on providing comprehensive tax and accounting solutions, including individual and business tax return preparation, as well as representation before the IRS. With expertise in basic accounting services, financial planning, and tax compliance, Bigalke serves a diverse range of clients, including S-Corps, partnerships, and family-owned enterprises.
MJ
Michael J. Gustafson
Certified Public Accountant
Verified Licensed
Location Monticello, Minnesota 55362
Michael J. Gustafson, a certified public accountant, provides accounting services to clients in Monticello, Minnesota. With over 15 years of experience in accounting and tax preparation, Gustafson offers tax planning and consulting services, as well as individual and business tax return preparation to entrepreneurs, startups, individuals, and families. His specializations include basic accounting services, small business accounting, and financial planning, utilizing his expertise to help clients navigate complex financial situations. Gustafson's experience working with a variety of clients has allowed him to develop a unique understanding of the specific needs of his community.

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.