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:

A Tax Documentation Backup How-to for Shakopee, MN Filers

First, let’s discuss the elephant in the room: the mid-term elections. Depending on when you’re reading this, they might be underway in your Shakopee, MN precinct, they might be already in the rearview, they might not even have raised themselves to the level of your...

Shakopee, MN Borrowers Be Wary of These Student Loan Forgiveness Scams

Before I dive into those scammers (one of my favorite topics – simply because I love SAVING Shakopee, MN people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front. Maybe. Because a few days ago, the IRS achieved one...

A Tricky Tax Credit for Shakopee, MN Electric Vehicle Owners

I think you probably realize that last Monday was the final deadline for 2021 taxes, and we can now (finally) put those returns to bed. Or can we? Frankly, with a number of our new Shakopee, MN clients this past year, we reviewed returns prepared via software and/or...

How Shakopee, MN Taxpayers Can Navigate Retirement Contribution Limits

One of the things that my team and I prioritize here at Menden Accounting & Tax Service is keeping the lines of communication open with our Shakopee, MN clients. Especially when difficult times hit (we’re continuing to think about those in Florida and the Carolinas as...

Roger Menden’s Guide to Senior Discounts

The devastating images and clips from the aftermath of Hurricane Ian rolling through the news feeds are truly heartbreaking. It’s incredibly difficult to watch the crippling effects of situations like these. All of us here at Menden Accounting & Tax Service send our...

Menden Accounting & Tax Service’s guide to Avoiding an IRS Scammer

Before I get to today’s topic (some thoughtful guidance on spotting an IRS tax scam) let’s discuss this…It’s that time of year when spending seems to really kick in. Yes, I know we’re still in September, but all of these holidays that seem to mysteriously demand extra...

Roger Menden’s Strategy for RMD Withdrawals

There’s something about a new work week that gets you thinking about how you want to spend the weekend. The same goes for planning a vacation once you get back from one. Work is fulfilling, but life’s "rest times" are what Shakopee, MN people like you and I work so...

Roger Menden’s Credit Score Repair Strategies

I’ve talked to many clients about credit score repair – and I’ve seen how true this is: it’s easy to get yourself deep into credit problems. I’ve even seen that it’s not always the people that you’d expect. I have Shakopee, MN clients who have built tight financial...

Student Loan Forgiveness Guidelines for Shakopee, MN Grads

There’s a lot of upheaval in Washington (and across the country) over this whole student loan forgiveness decision from the White House. Some Shakopee, MN people are exultant, some are… well, less than thrilled. For the extremely-online-all-the-time crowd, it’s likely...

Roger Menden on How (and Why) to Invest in Savings Bonds

The economy has caused some turmoil as of late. Markets haven’t been kind for the last couple weeks, and it is yet to be seen what impacts the student loan relief will have on the economy at large (if it, indeed, doesn’t get struck down by legal challenge). And...