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 tcontact 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

Let Us Help:

Buy Now Pay Later Pitfalls Shakopee, MN Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

When Amending a Tax Return Is Right for Shakopee, MN Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our Shakopee, MN friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a...

Why Disability Insurance Matters – Roger Menden’s Take

Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps Shakopee, MN taxpayers like you can take now to help...

How Shakopee, MN Taxpayers Can Wisely Spend A Tax Refund

By the time you read this, the tax deadline will have just passed and our Shakopee, MN tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Menden Accounting & Tax Service, and not just because of...

How Shakopee, MN Retirees Can Stretch That Retirement Fund

You might not feel this as much in your bones as we do here, but the tax deadline is getting very close. This year, for reasons that at this point in our season would take way too long to explain, the tax deadline is April 18th (not 15th).We’re...

Roger Menden’s Perspective on Tax Filing Extensions

Today’s issue we’re diving into tax filing extensions… and Shakopee, MN people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face and...

NFT Tax Implications for Shakopee, MN Investors

While many things are dividing the world right now, it’s good to know people can still unite around shared interests… like college basketball. According to an American Gaming Association (AGA) survey, something like 45 million people planned to wager $3.1...

2021 Tax Credits Shakopee, MN Taxpayers Can Bank On

Believe me, I’ve seen some of the craziest tax claims in my office over the years, but claiming captured military equipment hasn’t been one of them. Recently the Ukrainian government assured its people they wouldn’t be held liable for taxation on any Russian...

Tax Identity Theft Protection Tips for Shakopee, MN Taxpayers

Change is sneaky… and (often) sudden, catching the best of us off guard and forcing us to scramble for some steady ground. Just consider the war in Ukraine. We’ve all been surprised by how quickly things have escalated in the last two weeks and by the devastation...

Credit Cards: A Money Management for Shakopee, MN Teens Tool

Well, before I jump into money management for teens, let’s focus on the fact that a month has gone by since the beginning of tax season. And boy has it been a veritable whirlwind of activity in the Menden Accounting & Tax Service office. We’ve got our arms deep in the...