Bookkeepers in Winona, MN

- Certified Public Accountant License #07-121798 - Registered IRS Tax Preparer with valid PTIN - 10+ years experience in accounting - 5 star verified reviews on Thumbtack, Yelp, Google, and Facebook - Masters in Accountancy GPA 3.8 - Background in financial planning & investments - Private equity accountant I will assist with any and all corporate and individual accounting matters including, but not limited to: 1040, 1120, 1120s, state and local taxes, franchise taxes, corporate bookkeeping and financials, audit/review/compilation of corporate financials, etc. I love solving people's accounting headaches, so they can focus on their career, family, and hobbies. You DESERVE to outsource your work.

Smart tax strategy. High-touch service. Backed by AI. If you’re feeling unsure about your taxes—or just want to avoid surprises down the road—you’re in the right place. I’m a licensed CPA with over 10 years of experience helping individuals, business owners, and self-employed professionals file accurately, avoid IRS issues, and gain clarity around their finances. Clients describe me as insightful, strategic, and easy to talk to—someone they can count on when it matters most. What makes me different? I blend personalized, white-glove service with smart automation and AI tools to deliver Big Four-level quality—without the Big Four price. You’ll get fast turnaround, clear communication, and flat-fee pricing with no surprises. Services include: • Individual & Business Tax Preparation • 1099 / Self-Employed Filings • Back Taxes & IRS Notice Resolution • Year-Round Tax Strategy & Planning • Multi-State, Crypto, & Rental Income Filings • Bookkeeping & Financial Oversight We’ll start with a quick call to understand your goals. If it’s a fit, I’ll walk you through the next steps and support you from start to finish. I work best with clients looking for more than just a tax return—those who want a trusted partner, a plan, and peace of mind. You’ve worked hard to earn it. My job is to help you protect it—with confidence and care.

As a business owner, you know your craft best. We can fill in gaps by providing back office support, including bookkeeping, tax, marketing and technology services. Additionally, our strong business and legal background will help solve problems, so you can focus on growing your business. Being willing to work hard and color outside the lines is what drives our success. As a family-owned and family-operated business, we know that our success is entirely dependent on yours.

If you are tired of paying a face-less company to file your tax return, and would like a more individualized approach, contact me. I am a big proponent of exploiting the tax code to the advantage of small business and self-employed individuals to furthest extent legally allowed.