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Montrose
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Montrose
Showing 1 to 5 of 5 CPAs in Montrose, Minnesota
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William C. Mccaw
Certified Public Accountant
Verified Licensed
Location Montrose, Minnesota 55363
Based in Montrose, Minnesota, William C. Mccaw has provided accounting services to individuals and families, as well as family-owned enterprises, for over 15 years. His expertise includes tax return preparation for both individuals and businesses, as well as tax planning and consulting services. Mccaw's areas of specialization include basic accounting services, business tax services, and small business accounting, allowing him to cater to a diverse range of clients.
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Tanner J. Harlow
Certified Public Accountant
Verified Licensed
Location Montrose, Minnesota 55363
Based in Montrose, Minnesota, Tanner J. Harlow provides accounting expertise to individuals and small to medium-sized businesses in the region. With over 10 years of experience, Harlow specializes in basic accounting services, including bookkeeping and financial statement compilation, as well as sales tax compliance and individual tax services. His areas of expertise align with the accounting needs of individuals and families, as well as small and medium-sized businesses, requiring services such as financial statement preparation and sales tax filings.
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Samantha S. Wocken
Certified Public Accountant
Verified Licensed
Location Montrose, Minnesota 55363
Samantha S. Wocken is a certified public accountant serving individuals and families, as well as entrepreneurs and startups in Montrose, Minnesota. With over 10 years of experience in accounting, she specializes in providing basic accounting services, business tax services, and small business accounting. Her expertise includes tax planning and consulting, with a focus on retirement account tax reporting and optimization.
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Robert A. Kowalke
Certified Public Accountant
Verified Licensed
Location Montrose, Minnesota 55363
Robert A. Kowalke is a certified public accountant with over 15 years of experience serving clients in Montrose, Minnesota. He specializes in providing basic accounting services, tax compliance, and financial planning to a diverse range of business structures, including S-Corps, partnerships, and LLCs. His expertise also includes sales tax compliance, bookkeeping, and financial statement compilation for entrepreneurs and startups, catering to their unique financial needs.
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Larry S. Poppler
Certified Public Accountant
Verified Licensed
Location Montrose, Minnesota 55363
Based in Montrose, Minnesota, Larry S. Poppler is a certified public accountant with over 15 years of experience in providing accounting and tax services to small and medium-sized businesses, as well as entrepreneurs and startups. His areas of specialization include basic accounting services, individual tax services, and business tax services, with a focus on helping clients navigate complex financial regulations and ensure compliance with tax laws. Poppler's services encompass a range of tasks, including bookkeeping and financial statement compilation, as well as payroll processing and compliance.

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.