Business Details
50+ Years
experience
Trusted Accounting Services in Minneapolis & St. Paul
Founded in 1925, we are a mid-sized accounting firm dedicated to providing personalized, high-quality financial services to individuals and businesses across Minnesota and the Upper Midwest. Our approach combines the resources of a large firm with the personalized attention of a boutique operation, ensuring every client receives tailored solutions. With decades of experience and low staff turnover, our team offers continuity and deep expertise in audit, tax consulting, estate planning, and business succession strategies. We prioritize client collaboration, acting as an extension of your organization to deliver expert guidance in financial planning, compliance, and advisory services. Our commitment to integrity and client-centric service has earned us long-standing trust, with many clients relying on our expertise for generations.We specialize in serving diverse industries, including construction, small businesses, and multi-million-dollar organizations, while maintaining a culture of accessibility and professionalism. Our Twin Cities location ensures convenience, and our team's dedication to ongoing education keeps us at the forefront of evolving tax laws and accounting standards. By focusing on clear communication and proactive problem-solving, we help clients achieve financial confidence and long-term success. Our legacy of excellence, combined with modern technological tools, positions us to meet the dynamic needs of today's businesses and individuals.
Services
Audit & Assurance
Tax Consulting
Estate Planning
Construction Accounting
Business Succession
Details
- Year established: 1925
Highlights and features
- We offer 100 years of experience in accounting and tax services.
- Our team provides personalized service with decades of continuity.
- We combine boutique-level attention with large-firm resources.
- Specialized expertise in construction industry accounting and ESOP transitions.
- Proven track record with multi-generational client relationships.
What people say
Fantastic service
Invaluable direction
Quick turn-around
Trusted advisor
Professional friendships
Services
Audit & Assurance
Our certified public accountants deliver comprehensive audit services that verify financial accuracy and regulatory compliance. We provide independent assessments of financial statements, internal controls, and risk management processes. Clients benefit from actionable insights to improve operational efficiency and stakeholder confidence.
Tax Consulting
We offer strategic tax planning for individuals and businesses, focusing on minimizing liabilities while maximizing growth opportunities. Our experts stay current with evolving tax codes to ensure compliance and optimize financial outcomes through personalized planning.
Estate Planning
Our professionals guide clients through creating comprehensive estate plans that protect assets and ensure smooth wealth transfer. Services include trust creation, will preparation, and tax-efficient strategies tailored to family and business needs.
Construction Accounting
Specialized accounting solutions for construction firms, including job costing, contract management, and industry-specific financial reporting. We help contractors maintain compliance and financial clarity in complex projects.
Business Succession
We develop customized succession plans to ensure business continuity during ownership changes. Our approach includes leadership development, valuation strategies, and tax-efficient transition structures for smooth organizational handovers.
People
Jason J. Loven
Managing Partner
With decades of experience, Jason leads our firm's strategic direction while maintaining active client relationships. He specializes in business advisory services and has guided numerous companies through complex financial transitions.
Kyla Hansen
Partner
Kyla specializes in audit and assurance services, with particular expertise in mergers and acquisitions. She has over 15 years of experience guiding clients through complex financial negotiations and compliance matters.
Andrew F. Knutson
Partner
A third-generation accountant, Andrew focuses on tax strategy and estate planning. He brings deep institutional knowledge and specializes in multi-generational wealth transfer solutions for family-owned businesses.
Joy McAdoo
Director
Joy leads our business consulting division, specializing in financial planning and analysis. With 20+ years at the firm, she helps clients optimize financial operations and implement effective growth strategies.
Cynthia McLagan
Director
Cynthia oversees our individual tax services and estate planning practice. She focuses on personalized client education, helping families navigate complex tax and inheritance considerations with clarity.
Questions
What accounting services do you offer in Minneapolis?
We provide audit & assurance, tax consulting, estate planning, construction accounting, and business succession services tailored to individual and business needs.
How does your firm handle business succession planning?
We help identify future leaders, develop transition strategies, and evaluate options like ESOPs to ensure smooth ownership transfers while maximizing business value.
Do you specialize in any particular industries?
Yes, we specialize in construction industry accounting, small business CPA services, and multi-million-dollar organizational tax strategies.
What estate planning services are available?
We offer trust planning, will guidance, beneficiary designation advice, and tax-efficient asset transfer strategies to preserve family legacies.
How do you support clients during audits?
Our CPAs provide audit preparation, documentation organization, and representation to ensure compliance while minimizing business disruption.
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