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:

Roger Menden’s Tax Planning Tips for 2022

The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...

Gas Savings for Every Shakopee, MN Driver

There’s something truly American about the summer family road trip. Piling into the car with your luggage and favorite snacks in tow, getting out on the miles and miles of paved road, gazing at the stretches of wild scenery (or maybe just fields and cows)... it’s all...

Your Shakopee, MN Rundown for Calling the IRS

Do you remember the days of yore when you’d call someone and the phone would keep ringing and ringing with no answer? And you were okay with that because you’d just call them back later hoping to reach them? No? Oh yeah. Me neither. The world has changed. When you...

Contracting or Employee – How Shakopee, MN Job Seekers Decide

A lot of Shakopee, MN people say, “more money, more problems.” While that saying is partially true, I think a lot of us would be only too happy to get a little more green in our bank accounts considering the current inflation situation. Especially those working for...

Effects of Inflation: Plan for This, Shakopee, MN Investors

A lot of us Shakopee, MN investors are feeling the effects of inflation. And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio. (But Roger … I don’t HAVE an...

When Shakopee, MN Taxpayers Discover Unclaimed Property

“I’ve got a dollar. Hey, hey, hey, hey.” When you score a little extra cash suddenly, it’s hard not to do a little song and dance like the kids from Little Rascals. Even more when you discover some unclaimed property or asset you had long forgotten about. Or maybe...

Roger Menden’s Saving Tips – More Than Not Spending

Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only Shakopee, MN taxpayer in that group. And I wish there was more my office...

A Why Estate Planning Now Take by Menden Accounting & Tax Service

Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work). Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...

Tax Documentation Shakopee, MN Filers Should Keep and Why

Yes, it’s true, Shakopee, MN friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government...

How Shakopee, MN Taxpayers Can Check Their Social Security Statement and Status

  Are you stressed? Anxious? If so, you're not alone. As someone who is "in the trenches" with MANY Shakopee, MN families and small business owners (as well as plenty outside of our Shakopee, MN area), I'm hearing from many who are deeply struggling ... and who...