Business Details
44 Years
experience
Trusted Accounting & Tax Services in Roseville, MN
Established in 1982, Schutta & Zimmer has built a reputation for delivering efficient and value-driven accounting services to both businesses and individuals. Our firm combines deep technical expertise with personalized attention, ensuring clients receive tailored solutions for tax planning, financial management, and compliance. With a focus on responsive service, we prioritize understanding each client's unique needs to provide actionable insights. Our team of certified professionals brings decades of collective experience in navigating complex tax regulations and financial strategies. We specialize in tax minimization planning, business succession, and contract controllership services, empowering clients to make informed decisions.By maintaining a boutique-style approach, we foster long-term relationships built on trust and transparency. Our commitment to excellence is reflected in our high client retention rate and referrals, which underscore our dedication to client satisfaction. Partnering with UnderDog Wealth Management, we extend our expertise to personal financial planning, ensuring holistic support for our clients' financial goals. Through continuous advocacy and representation before tax authorities, we strive to protect our clients' interests while minimizing liabilities. Our mission remains rooted in delivering reliable, client-centric accounting solutions that stand the test of time.
Services
Tax Consulting
Tax Return Preparation
Client Representation
Contract Controllership
Financial Planning
Details
- Year established: 1982
Highlights and features
- We have over 40 years of experience in accounting and tax consulting.
- Our team includes certified CPAs with specialized expertise in tax minimization.
- 94% client retention rate demonstrates consistent service quality.
- We offer tailored solutions for business succession and financial planning.
- Partnered with UnderDog Wealth Management for comprehensive financial planning.
What people say
Expert tax minimization
Personalized service
High retention rate
Responsive support
Effective planning
Services
Business Tax Consulting
Our Business Tax Consulting service focuses on creating efficient, compliant tax solutions while identifying potential savings. We specialize in business succession planning, expansion strategies, and real estate transaction analysis. Clients benefit from our expertise in navigating complex tax regulations for corporations, partnerships, and LLCs.
Tax Return Preparation
We prepare accurate, compliant tax returns for individuals and businesses, including C corporations, S corporations, and nonprofits. Our team stays updated on evolving tax laws to ensure filings reflect the lowest possible rates while maintaining full compliance with federal, state, and local regulations.
Client Representation
We represent clients during IRS audits, appeals, and tax authority assessments. Our services cover trust, gift, and estate tax returns, ensuring proper documentation and advocacy for fair treatment. This includes handling sales and use tax disputes with state departments of revenue.
Contract Controllership
This service provides hourly financial management support, including statement preparation, software consulting, and staff training. Designed for businesses needing flexible controllership, it helps clients maintain control over financial operations without hiring full-time staff.
Personal Financial Planning
Through our partnership with UnderDog Wealth Management, we offer comprehensive personal financial planning. Services include estate planning, investment tax strategies, and family income shifting to help individuals achieve long-term financial security while minimizing tax liabilities.
People
Paul F. Schutta
CPA
Paul F. Schutta, CPA, co-founder of Schutta & Zimmer, brings decades of experience in accounting and tax consulting. His expertise includes business tax strategy and financial planning, focusing on client-centric solutions for complex financial needs.
Larry Zimmer
CPA, ARA
Larry Zimmer, CPA and Accredited Retirement Advisor, specializes in individual tax consulting and retirement planning. With over 30 years in the field, he helps clients develop tax-efficient strategies for estate and gift planning.
Ian Johnson
CPA
Ian Johnson, CPA, focuses on business tax compliance and succession planning. His work emphasizes minimizing tax liabilities for corporations and partnerships while ensuring adherence to evolving regulatory requirements.
Shannon Packer
Accountant
Shannon Packer provides detailed tax preparation and financial reporting services. She supports clients with state and local tax compliance, leveraging her expertise in fiduciary and nonprofit return filings.
Pat Vogel
Accountant
Pat Vogel assists with individual and business tax planning, specializing in cash distribution strategies and like-kind exchange transactions. Her client-focused approach ensures clear, actionable financial guidance.
Questions
What accounting services do you offer for businesses?
We provide business tax consulting, contract controllership, financial statement preparation, and compliance services for corporations, partnerships, and LLCs.
Do you help with individual tax planning?
Yes, we offer personalized tax consulting, estate planning, and investment tax strategies to minimize individual liabilities.
Can you represent clients during IRS audits?
We provide full representation before the IRS and state tax authorities for audits, appeals, and compliance issues.
Do you partner with financial planners?
We collaborate with UnderDog Wealth Management for comprehensive personal financial planning services.
How long have clients worked with you?
63% of our clients have been with us for over 8 years, reflecting our consistent service quality.
