Tax Preparation & Accounting in Forest Lake
Reliable, personalized tax and financial services for individuals, families, and small businesses.
Local accounting. Personal service.
Providing reliable and personalized financial guidance for individuals and small businesses. We are always here to answer your tax questions. Give us a call during our office hours or stop by.
Tax Preparation
Tax preparation for individuals, small businesses, trusts, and estates, with year-round help for current and previous returns.
Explore tax services and pricingFinancial Services
Financial planning and investment advice for retirement, job changes, and your financial questions.
Planning and consultation appointments are available outside tax season.
Explore financial servicesPlan your appointment
Existing clients may schedule online or call the office. New clients must call to book their first appointment.
Drop-offs do not need an appointment or a call ahead. Stop by during business hours, mail your documents, or upload them to our secure online client portal.
We are not currently accepting new S-Corporation or Partnership clients.
Office hours for 2026
Tax season · 2026
January 26th – April 15th
Monday – Friday: 8 AM – 7 PM
Saturdays: 9 AM – 3 PM
Off-season · 2026
April 16th – December 31st
Tuesday – Wednesday: 9 AM – 4 PM
Client Portal
Use our existing StayPaperless portal to send documents, update your information, or send us a message.
Looking for your refund?
Check your refund with the federal or Minnesota tax agency.
Visit our Forest Lake office
20 Lake St North Ste 103, Forest Lake, MN 55025
We are always here to answer your tax questions. Give us a call during our office hours or stop by.