Business Details
44 Years
experience
Your Trusted Partner for Accounting Solutions in Forest Lake
Kneisl & Associates has been delivering personalized financial guidance to individuals and businesses for over 25 years. Our expertise spans tax management, accounting, payroll, bookkeeping, audits, financial statements, and strategic financial planning. We prioritize open communication to understand client needs, supported by thorough research and sound analysis. Our commitment to excellence is reflected in our proactive approach to helping clients maintain financial viability today while achieving long-term goals.With certified professionals, including CPAs and QuickBooks specialists, we combine decades of experience with a dedication to staying current on tax law changes. Our mission is to simplify complex financial matters, offering tailored solutions that align with each client's unique circumstances.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Wealth Management
Small Business Accounting
Bookkeeping Services
Payroll Services
Tax Preparation
QuickBooks Services
Business Advisory
Details
- Year established: 1982
Highlights and features
- We have over 25 years of experience in accounting and tax services.
- Our team includes certified CPAs with extensive industry knowledge.
- We offer personalized financial solutions tailored to individual and business needs.
- We provide comprehensive services including tax planning, audits, and wealth management.
- We are dedicated to serving the Forest Lake, MN community with local expertise.
Services
Personal Financial Planning
We develop comprehensive financial plans to help clients achieve long-term goals. Our approach integrates tax strategies, investment analysis, and risk evaluation. We tailor solutions to individual needs, ensuring alignment with retirement, education, and wealth preservation objectives.
Small Business Accounting
We provide end-to-end accounting services for small businesses, including bookkeeping, payroll, and financial reporting. Our team helps streamline operations, improve cash flow, and ensure compliance with tax regulations. We also offer outsourced CFO services for strategic growth.
Tax Preparation
Our tax services cover individual and business returns, planning, and IRS representation. We focus on maximizing deductions while ensuring compliance. We assist with audits, back taxes, and resolving payroll tax issues for peace of mind.
Estate Planning
We help clients create estate plans to protect assets and ensure smooth wealth transfer. Services include trust administration, gift tax strategies, and succession planning. We collaborate with legal and financial professionals to address complex family and business needs.
QuickBooks Services
Our QuickBooks ProAdvisor specializes in setup, training, and troubleshooting. We help businesses optimize accounting software for accurate financial tracking. Services include system customization, data migration, and ongoing support to enhance efficiency.
People
Greg Kneisl
Owner, CPA
Greg Kneisl, a CPA since 1982, leads Kneisl & Associates with over 40 years of accounting expertise. He specializes in audits, financial statements, and strategic tax planning. Greg is committed to delivering personalized solutions for individuals and businesses.
Beth Kovarik
CPA, QuickBooks Proadvisor
Beth Kovarik, a CPA since 2020, focuses on QuickBooks, payroll, and tax preparation. She has been with Kneisl & Associates since 2010, providing bookkeeping leadership and tailored financial solutions for small businesses and individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, audits, and outsourced CFO services tailored to small businesses. Our goal is to streamline financial operations and support growth.
How can you help with tax preparation?
We handle individual and business tax returns, IRS audits, back taxes, and payroll tax issues. Our focus is on compliance, maximizing deductions, and minimizing liabilities.
Do you offer QuickBooks support?
Yes, our QuickBooks ProAdvisor provides setup, training, troubleshooting, and system optimization to help businesses manage accounting efficiently.
What is your experience with estate planning?
We assist with trust administration, gift tax strategies, and succession planning, collaborating with legal professionals to ensure comprehensive asset protection and transfer.
Are you available during tax season?
Yes, we offer extended hours from January to April 15th, including evenings and Saturdays, to accommodate client needs during busy tax periods.
