(952) 445-8753
1275 Ramsey Street, #100 Shakopee, MN 55379

Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

PREPARING FOR THE FUTURE

Income Planning
Elder Care Planning
Estate Planning

Let Us Help:

Shakopee, MN Taxpayers Filing in 2026: When Should You Hire An Accountant For Taxes?

 Key TakeawaysIf your return is truly simple (one W-2, standard deduction, no investments or side income), tax software may be sufficient. If you have self-employment income, rentals, investments, multi-state issues, or major life changes, filing with a...
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How Much Do I Have To Make To File Taxes With My Shakopee, MN Tax Preparer?

 Key Takeaways For the 2025 tax year, a single taxpayer under age 65 generally does not need to file if total income is below $15,750 (assuming no special circumstances apply) Certain types of income, like self-employment income or taxable Social...
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How Do Trump Accounts Work For Shakopee, MN Kids?

 Key TakeawaysTrump Accounts are long-term, tax-deferred savings accounts designed specifically for children Parents or guardians manage the account until the child turns 18, after which the child takes over Certain children (especially those born...
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Answers for Shakopee, MN Filers: Are People Getting Bigger Tax Refunds This Year?

 Key TakeawaysYes, many filers may see larger refunds (potentially $300 to $1,000 more) based on current estimates The increase is largely tied to new tax cuts under the One Big Beautiful Bill Act (OBBBA) and outdated withholding during 2025 Whether a...
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What Do I Need To File My Taxes This Year With My Shakopee, MN Tax Pro?

 Key TakeawaysBring valid government photo IDs and Social Security cards (or ITINs) for every person listed on your return to verify identities and prevent fraud. Collect all W-2s and 1099s, including the new Form 1099-DA for any digital asset or...
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Which Tax Credits Do I Qualify For? A Guide For Shakopee, MN Taxpayers

 Key TakeawaysThe Child Tax Credit is up to $2,200 per child, with up to $1,700 available as a refundable payment even if you owe no taxes. Adoptive parents can now claim a credit of up to $17,280, with up to $5,000 of that amount now fully...
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What Tax Changes Are Coming in 2026 For Shakopee, MN Filers?

 Key TakeawaysTax rates didn’t change, but brackets and deductions did. Inflation adjustments mean more income is taxed at lower rates. The SALT deduction cap jumped to $40,400, making itemizing relevant again for many households. New deductions for...
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What Are Tax Planning Strategies Shakopee, MN Taxpayers Should Use First In 2026?

 Key TakeawaysGetting organized early helps prevent missing income documents and IRS matching issues later. January is the best time to check withholding and estimated tax payments for the year ahead. Contribution limits for retirement and...
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How Can Shakopee, MN Retirees Reduce Required Minimum Distribution Taxes?

 Disclaimer: This content is provided for general educational purposes and does not constitute individualized tax advice. Tax planning strategies should be evaluated based on your specific circumstances in consultation with a qualified tax professional. Key...
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What Are The Best Year-End Tax Moves Shakopee, MN Taxpayers Can Make Last Minute?

 Key TakeawaysYou can still make charitable gifts that count for this tax year, including donor-advised funds and stock donations. Depending on your income level, it may make sense to itemize deductions and repay a fourth-quarter state estimated tax payment...
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