Business Details
30 Years
experience
Certified Accountants in Rochester, MN
Oertli and Pleschourt, LLP is a certified public accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With a focus on professionalism, responsiveness, and quality, we offer tailored services including tax preparation, financial planning, estate planning, and business advisory. Our team of experienced CPAs and financial experts combines decades of industry knowledge with personalized service to help clients achieve long-term financial success. Established in 1996, we prioritize strategic tax planning, accurate reporting, and proactive client communication to ensure compliance and optimize financial outcomes. 
Services
Tax Preparation
Financial Planning
QuickBooks Services
Estate Planning
Small Business Accounting
Details
- Year established: 1996
Highlights and features
- We offer decades of combined experience in tax and accounting services.
- Our team provides personalized financial strategies tailored to client needs.
- We specialize in comprehensive solutions for both individuals and businesses.
- Our QuickBooks expertise streamlines financial management for small businesses.
- We maintain a strong commitment to ethical standards and client satisfaction.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
What people say
Great service
Years of trust
Professional team
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our team identifies deductions and credits to minimize liabilities while avoiding penalties. Clients receive strategic planning to optimize future tax outcomes.
Financial Planning
Our financial planning services help clients achieve long-term goals through retirement strategies, estate planning, and investment analysis. We create customized roadmaps integrating tax considerations to preserve wealth and ensure financial security across generations.
Small Business Accounting
We offer full-service accounting solutions for small businesses, including payroll, bookkeeping, and financial reporting. Our services improve cash flow management and support data-driven decision-making to enhance profitability and sustainable growth.
Estate Planning
Our estate planning services ensure clients' assets are distributed according to their wishes while minimizing tax implications. We coordinate with legal professionals to create trusts, wills, and gifting strategies that protect family legacies.
QuickBooks Services
We specialize in QuickBooks setup, training, and optimization for small businesses. Our certified ProAdvisors ensure accurate financial tracking, streamlined reporting, and efficient day-to-day accounting operations tailored to clients' specific needs.
People
Bill Oertli
Partner - Tax Accountant Manager
Co-founder with over 30 years of experience in tax accounting. Specializes in strategic tax planning and business advisory services. Holds a Bachelor of Science in Accounting from Mount Marty University.
Carmen Pleschourt
Partner - Tax Accountant Manager
Co-founder and seasoned CPA with expertise in business tax compliance. Graduated from Mankato State University with a degree in Accounting. Focuses on helping local businesses achieve financial stability.
Katie Manitz
Partner - Tax Accountant Manager
Partner since 2018 with specialization in individual and business tax strategies. Holds a Bachelor of Science in Accounting from St. Cloud University. Provides personalized financial planning solutions.
Ben Oertli
Partner - Staff Tax Accountant Manager
Partner since 2019 with focus on tax compliance and advisory services. Graduated from St. Louis University with an Accounting degree. Manages client relationships and team training initiatives.
Rachel Clementson
Partner - Client / Office Manager
Office manager and partner with expertise in client relations. Holds a Bachelor of Science in Business Administration from Winona State University. Oversees administrative operations and client service standards.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and business advisory services tailored to small businesses.
Do you handle both individual and business tax preparation?
Yes, we prepare federal, state, and local tax returns for individuals, corporations, partnerships, and nonprofits.
Can you help with QuickBooks setup and training?
Our certified ProAdvisors offer QuickBooks setup, training, and ongoing support for small business accounting needs.
What financial planning services are available?
We offer retirement planning, estate planning, investment analysis, and comprehensive wealth management strategies.
Are you available for year-round tax consulting?
Yes, we provide ongoing tax planning services to help clients optimize financial decisions throughout the year.
