Filter Results
Waconia
Filter Results
Waconia
Showing 11 to 20 of 25 CPAs in Waconia, Minnesota
JM
John M. Roebke
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Based in Waconia, Minnesota, John M. Roebke provides accounting and tax services to a diverse range of clients, including family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. A certified public accountant with extensive experience, Roebke offers individual and business tax return preparation, as well as tax compliance and business tax services. Notably, he also specializes in basic accounting services and has expertise in representing clients before the IRS.
GL
Gary L. Meyer
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Based in Waconia, Minnesota, Gary L. Meyer provides accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over 20 years of experience, he specializes in small business accounting and tax compliance, offering expertise in basic accounting services and financial statement compilation. His services also include retirement account tax reporting and bookkeeping, catering to the needs of family-owned enterprises and other clients in the region.
SM
Stephanie M. Schlachter
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Located in Waconia, Minnesota, Stephanie M. Schlachter provides accounting services to small and medium-sized businesses, entrepreneurs, and startups. With over years of experience, she specializes in basic accounting services, financial planning, and small business accounting. Schlachter offers bookkeeping and financial statement compilation, as well as individual and business tax return preparation services. Her expertise and experience enable clients to manage their financial information effectively and make informed business decisions.
JJ
Jeremy J. Herman
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Jeremy J. Herman, a certified public accountant based in Waconia, Minnesota, has nearly three decades of experience providing financial guidance to entrepreneurs and small to medium-sized businesses. His services include individual and business tax return preparation, as well as representation before the Internal Revenue Service. With specializations in basic accounting services, financial planning, and small business accounting, Herman assists clients in achieving their financial objectives.
SD
Shawn D. Norton
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Shawn D. Norton is a certified public accountant based in Waconia, Minnesota. He brings over 15 years of experience in providing bookkeeping and financial statement compilation services to entrepreneurs and startups, individuals, and families. With specializations in basic accounting services, individual tax services, and financial planning, Norton assists clients in managing their financial health and meeting tax obligations. Notably, he offers comprehensive retirement account tax reporting, helping his clients navigate the complexities of tax law and minimize potential liabilities.
MD
Mark D. Laumann
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Based in Waconia, Minnesota, Mark D. Laumann is a certified public accountant with over 15 years of experience providing comprehensive accounting services to family-owned enterprises and small to medium-sized businesses. His specialization in individual and small business accounting enables him to offer expert tax planning and consulting, ensuring clients maximize their financial potential. Mark is dedicated to maintaining accurate sales tax compliance, guaranteeing seamless operations for his clients.
SR
Susan R. Wilson
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Susan R. Wilson, a certified public accountant based in Waconia, Minnesota, has over a decade of experience providing financial services to small and medium-sized businesses. Her areas of specialization include basic accounting services, tax compliance, and individual tax services for diverse business structures such as S-Corps, partnerships, and LLCs. She prepares individual and business tax returns, as well as compiles financial statements through bookkeeping services, helping clients maintain accurate and compliant financial records.
SR
Sonja R. Faust
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Located in Waconia, Minnesota, Sonja R. Faust provides accounting services to clients in the Minneapolis metropolitan area. With nearly 20 years of experience in public accounting, Faust offers expertise in general accounting and advisory services, including financial statement preparation and budgeting. Her practice focuses primarily on individual and business tax return preparation, as well as small business accounting and tax compliance. Specializing in basic accounting services and tax preparation for entrepreneurs and startups, as well as individuals and families, Faust works closely with clients to address their unique accounting and tax needs.
BK
Brent K. Wordelman
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Brent K. Wordelman is a certified public accountant based in Waconia, Minnesota, with over 15 years of experience in providing accounting and tax services. His practice specializes in the areas of basic accounting services, financial planning, and tax compliance for various business structures, including S-Corps, partnerships, and limited liability companies. Wordelman also offers IRS representation and sales tax compliance services, catering to the needs of entrepreneurs and startups in Minnesota and beyond.
MM
Mona M. Platt
Certified Public Accountant
Verified Licensed
Location Waconia, Minnesota 55387
Mona M. Platt is a certified public accountant based in Waconia, Minnesota, with over 10 years of experience in providing accounting and tax services to family-owned enterprises and individuals. Her areas of specialization include basic accounting services, small business accounting, and tax compliance, helping clients navigate complex financial regulations and ensure accurate tax reporting. One notable aspect of her practice is her comprehensive retirement account tax reporting service, which helps clients optimize their retirement income and minimize tax liabilities.

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.