Business Details
42 Years
experience
Accounting & Tax Services in White Bear Lake, MN
Gwizdala & Associates has been a trusted partner in accounting and tax advisory services since 1984. Our team combines over 75 years of collective experience, including Enrolled Agents, Certified Public Accountants, and QuickBooks specialists, to deliver tailored financial solutions. We prioritize professionalism, responsiveness, and quality, offering expertise in personal financial planning, business accounting, tax relief, and IRS audit representation.Our focus on client-centric service ensures individuals and businesses receive strategic guidance to navigate complex financial landscapes. With a legacy of resolving tax problems and optimizing financial outcomes, we serve clients in Minnesota and beyond, leveraging deep industry knowledge to address evolving needs.
Services
Tax Preparation
IRS Audit Representation
Retirement Planning
QuickBooks Support
Estate Planning
Payroll Services
Cryptocurrency Accounting
Business Valuation
Tax Relief
Financial Consulting
Details
- Year established: 1984
Highlights and features
- We offer 30+ years of experience in accounting and tax advisory services.
- Our team includes Enrolled Agents and Certified Public Accountants (CPA).
- We specialize in resolving IRS tax liens, levies, and audit representation.
- We provide tailored financial planning for retirement, estates, and wealth management.
- Our QuickBooks experts offer setup, training, and troubleshooting services.
Associations and certifications
- Enrolled Agent (EA)
- Certified Public Accountant (CPA)
What people say
Professional, friendly, kind
Deep expertise with taxes
Trusted financial advisors
Services
Tax Preparation
We offer comprehensive tax preparation for individuals and businesses, ensuring compliance and maximizing deductions. Our CPAs and Enrolled Agents handle complex returns, including cryptocurrency accounting and IRS audits. With tailored strategies, we minimize liabilities while adhering to evolving tax laws.
IRS Audit Representation
Our specialists provide expert IRS audit representation, resolving liens, levies, and wage garnishments. We negotiate payment plans, offers in compromise, and innocent spouse relief. With proactive communication, we protect clients' interests during audits and collections.
Retirement Planning
We develop personalized retirement plans, analyzing assets, Social Security benefits, and tax implications. Our strategies optimize Roth IRA conversions, required minimum distributions, and income sustainability, ensuring clients achieve financial independence while minimizing tax burdens.
QuickBooks Support
Our QuickBooks Pro Advisors offer setup, cleanup, and training for small businesses. We streamline financial processes, ensuring accurate bookkeeping, payroll management, and reporting. From troubleshooting to system optimization, we enhance efficiency for growing enterprises.
Estate Planning
We create estate plans to preserve wealth and facilitate smooth asset distribution. Services include trust administration, gift tax strategies, and business succession planning. Collaborating with legal and investment professionals, we ensure comprehensive solutions aligned with clients' long-term goals.
People
Richard Gwizdala
Founder
Founder with securities licensing and EA credentials, Richard established the firm in 1984. He specializes in wealth management and retirement planning, leveraging decades of experience to guide clients toward financial security.
Sheena Prescott
Enrolled Agent
With 14+ years in tax services, Sheena assists individuals and businesses. Formerly with the Minnesota Department of Revenue, she excels in tax compliance and advisory, combining technical expertise with client-focused solutions.
Michael Kennedy
CPA
A CPA for 38+ years, Mike specializes in tax planning for contractors and construction firms. He optimizes deductions while minimizing liabilities, drawing on extensive industry experience and leadership roles in local business organizations.
Jeanne Gadbois
Enrolled Agent
Jeanne brings 10 years of EA experience, focusing on individual and business tax needs. Her background includes motorcycle advocacy and blood donation commitments, reflecting dedication to community and client service.
Michael Kennedy
CPA
A CPA for 38+ years, Mike specializes in tax planning for contractors and construction firms. He optimizes deductions while minimizing liabilities, drawing on extensive industry experience and leadership roles in local business organizations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, CFO services, audits, and cash flow management tailored to small businesses.
How can you help with IRS tax problems?
We resolve IRS liens, levies, audits, and payment plans, offering representation and strategic tax relief solutions.
Do you assist with retirement and estate planning?
Yes, we create customized retirement strategies and estate plans to preserve wealth for future generations.
Are you experts in QuickBooks accounting software?
Our team includes QuickBooks Pro Advisors who offer setup, training, and troubleshooting for businesses.
What sets your firm apart from other accountants?
Our combined 75+ years of experience, EA/CPA credentials, and personalized approach ensure comprehensive, client-focused service.
