(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:

Crowdfunding Campaigns: Menden’s Tax Thoughts

Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier.And as tax season rolls along here, we’ve been meeting with a bunch of Shakopee, MN clients, submitting returns, and helping many...
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Considerations for Choosing a Shakopee, MN Tax Advocate

There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention. But here’s my quick take: Unless you are a CFO of a startup or you actually live in the Silicon Valley...
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Audit-Ready Basics for Shakopee, MN Filers

About 43 days left in “tax season.” That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022. My team and I have obviously been taking care of this for our Shakopee, MN clients, marking...
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Protecting Shakopee, MN People from IRS Scams

Here we are ... already February is in the rearview. And while this is certainly a less hectic tax season than the past three, it doesn’t mean things are easy. Taxes have traps for the unwary all over the place. A 400-page tax code ensures that. More importantly, with...
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Should Shakopee, MN Filers Use DIY Tax Filing Software?

Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock full of...
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How Shakopee, MN Filers Can Prepare for an IRS Audit

First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me. The TurboTax campaign (“Don’t do...
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Shakopee, MN 1040-Filer: How to Handle Crypto Assets on Returns

Now that we're into the first "full" week of February, things are truly heating up for us here at Roger, at least in terms of our communication volume. And no, we aren't replying to our emails using ChatGPT ... but I wouldn't be surprised if that happens at other...
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Menden’s Private Foundations as Giving Strategies

Things have certainly picked up for us here at Menden Accounting & Tax Service … we can already tell that we will be quite busy from now until April . Regardless, just a little bump that it would be a very good idea to get on our calendar as soon as you’re able:...
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What You Need for Your Shakopee, MN Tax Appointment

If you were watching football this weekend, you likely noticed TurboTax’s “personalized service” ads. Their timing was impeccable… if not slightly annoying – who wants to think about taxes while on the edge of your seat during a playoff game? The allure of big brand...
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Paying Bills in 2023: Roger Menden’s Tips

Last week, the IRS announced the "official" beginning of the 2023 tax season – January 23. That's the date that they start accepting electronically filed returns. (Yes, some Shakopee, MN people really do file their taxes this early.) This is the start of the show here...
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