OUR DOORS ARE OPEN!  

We are seeing clients!  Call our office to make your tax appointment today!

Our office hours have been extended for tax season.
Monday – Thursday   8:00am – 8:00pm
Friday                               8:00am – 6:00pm
Saturday                         8:00am – 4:00pm

When coming for your tax appointment, call our office (952-881-4533) once you are in the parking lot to let us know you are here.  Stay in your car until we call you to come in for your appointment.

If you are dropping off your tax information, you do not need to call first. 

Please put on the envelope your name, phone number & email address along with your preparer’s name.  Your preparer will want to know if you received both stimulus payments and the total amount.  You can drop your information in the drop slot to the right of our door, or bring it to the front desk.  If coming into the office, please refrain from coming in from a quarter to the hour till the top of the hour.  

If you are not feeling well or have recently been exposed to Covid-19, please call us and reschedule your appointment.

For the protection of our clients and staff, please do not bring your children or other family members to your appointment unless they are having their taxes done as well.

Please wear a mask!

Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at [insert contact information] any time.

We are always here for you.