Business Details
39 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Accounting Resource Group is a boutique accounting firm with 38 years of experience providing tax, accounting, and financial services to individuals, families, and small businesses. Our team of certified professionals, including CPAs, attorneys, and QuickBooks Pro-Advisors, prioritizes trust, integrity, and personalized service. We specialize in tax planning, business accounting, payroll services, and family office solutions, tailored to meet the unique needs of each client.Our strategic alliances with other professional service providers allow us to deliver comprehensive solutions while maintaining a focus on timely communication and expert guidance. With offices in Minnetonka, MN, and Lakewood Ranch, FL, we are committed to helping clients achieve financial peace of mind through proactive, values-driven service.
Services
Tax Planning
Payroll Services
QuickBooks Setup
Business Accounting
Non-Profit Organizations
Details
- Year established: 1987
Highlights and features
- We offer 38 years of experience in accounting and tax services.
- Our team includes certified CPAs, attorneys, and QuickBooks Pro-Advisors.
- We provide personalized service grounded in trust and integrity.
- Strategic alliances with professional service providers enhance client value.
- Timely communication of critical tax and accounting updates ensures compliance.
Associations and certifications
- National Society of Accountants
- National Society of Tax Preparers
- Minnesota Association of Enrolled Agents
- National Association of Enrolled Agents
- MN Society of CPAs
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic compliance and advisory solutions. We specialize in personalized tax strategies, IRS audit representation, and preparation of complex returns. With certified CPAs and tax experts, we ensure adherence to evolving regulations while optimizing financial outcomes for clients.
Payroll Services
We offer comprehensive payroll management, including processing, tax filings, and compliance reporting for small businesses. Our services cover wage calculations, direct deposits, tax withholdings, and year-end reporting. By maintaining accuracy and timeliness, we help businesses avoid penalties and streamline payroll operations efficiently.
QuickBooks Setup
Our QuickBooks setup includes customized installation, chart of accounts design, and staff training tailored to business needs. We ensure accurate initial configurations for seamless financial tracking. Ongoing support and data reviews help maintain system integrity for tax and management purposes.
Business Accounting
We provide full-cycle accounting for small businesses, including bookkeeping, financial statements, and strategic planning. Our services support cash flow management, budgeting, and business succession planning. Certified professionals deliver tailored solutions to enhance financial clarity and growth opportunities.
Non-Profit Organizations
We assist non-profits with tax-exempt status applications, financial reporting, and IRS compliance. Services include Form 990 filings, budget training, and audit facilitation. Our expertise ensures non-profits maintain compliance while focusing on their mission-driven goals through accurate financial management.
People
Tony Rivera
President and CEO
Tony Rivera, CPA and JD, leads the firm with expertise in accounting and tax law. He focuses on delivering strategic financial solutions to businesses and individuals.
Diane Malone
Director of Tax
Diane Malone, CPA and JD, oversees tax services with a focus on compliance and advisory. Her legal background enhances her ability to resolve complex tax issues.
Jay Johnson
Senior Tax Advisor
Jay Johnson, CPA, provides expert tax advisory services. He specializes in IRS audit representation and strategic tax planning for individuals and businesses.
Sheri Rivera
Director of Family Office Services
Sheri Rivera manages family office services, offering personalized financial care concierge solutions. She ensures tailored support for high-net-worth clients and families.
Julie Fleischhaker
Family Office Manager
Julie Fleischhaker, a Certified QuickBooks ProAdvisor, manages family office operations. She combines accounting expertise with technology to streamline client financial processes.
Questions
What accounting services do you offer for small businesses?
We provide business accounting, payroll services, cash flow management, and strategic business planning tailored to small businesses.
Do you specialize in tax preparation and planning?
Yes, we offer comprehensive tax planning, preparation, and IRS audit representation for individuals and businesses.
Can you help with QuickBooks setup and training?
We provide QuickBooks setup, training, and ongoing support to ensure accurate financial management for your business.
What services are available for non-profit organizations?
We assist non-profits with tax-exempt status applications, financial statement compilations, and IRS Form 990 filings.
Are your accounting professionals certified?
Our team includes certified public accountants (CPAs), attorneys, and QuickBooks Pro-Advisors with extensive expertise.
