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:

Debunking Estate Plan Myths For Shakopee, MN Taxpayers (Part 2)

We're diving in, with sleeves rolled up, with a bunch of our Shakopee, MN area tax preparation clients in creating the best tax return possible for their 2020.Get on our list here: 952-445-8753But here at Menden Accounting & Tax Service we're also keeping an eye on...

Debunking Estate Plan Myths For Shakopee, MN Taxpayers

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride.With new PPP loans for Shakopee, MN small business owners, credits aplenty in all of the variety of stimulus bills, DELAYS...

Attention All Shakopee, MN Taxpayers, Tax Season Is Here

Congratulations to the Patriots -- I mean the Tampa Bay Buccaneers -- for their Super Bowl victory.Here at Menden Accounting & Tax Service, we don't have a lot of time to pay much attention to such doings since tax season is here. Even though the actual submission of...

Shakopee, MN Taxpayers It’s Time To Deal With Your 2020 Tax Return

We can't electronically submit tax returns to the IRS until Friday, February 12. Nobody can.But that doesn't mean we can't help you get started. In fact, we're already in process with a few Shakopee, MN clients, and more and more are contacting us every day. If...

Retirement Money and Five Financial Mistakes To Avoid by Roger Menden

This is the time of year when we are normally opening up to file returns on behalf of Shakopee, MN clients, and taking a breath of "calm before the storm".Not this year though. Not only is actual tax filing delayed until February 12, but Congress made their...

Roger Menden’s Tax Checklist for Shakopee, MN Taxpayers

Every year within the independent tax and accounting business community here in Shakopee, MN (and on various online channels), we have a little fun laughing at the newest TurboTax or Block commercials. Last year, it was "all people are tax people". This year, they're...

Roger Menden’s Four Keys To Focus And Building Momentum in 2021

It seems so long ago (it was only last week) that we were cueing the fireworks and celebrating leaving 2020 in the rearview.But after all of the events of the past week, it seems wise that we might adjust to the fact that the world around us is not what it might have...

Five Key Takeaways From The Second Coronavirus Relief Bill For Shakopee, MN Taxpayers

Say it with me again: it's a whole new year. 2020 is in the rearview...And 2021 is starting with some very nice treats for regular families in the clunkily-named "Coronavirus Response and Relief Supplemental Appropriations Act of 2021", also known as the "Consolidated...

Roger Menden’s Very Last Minute Tax Moves for 2020

These weeks are disjointed, these holiday weeks. As of this writing, there are only three days left in 2020, and this week contains New Year's Eve and New Year's Day.So if you want to make ANY 2020 moves (outside of IRA things, which can be retroactively applied after...

Five Key Habits of the Wealthy Shakopee, MN Clients We Serve

The clock is really ticking now on 2020.But before you celebrate, please -- for the love of Pete -- make SURE that you are getting whatever needs doing done NOW that might affect this year's taxes. I've been banging this drum the last couple weeks, but I know how...