Business Details
Your Trusted Partner for Tax & Accounting Services in Clearwater
At Clearwater Tax & Accounting Service, we have dedicated over 35 years to providing comprehensive tax and accounting solutions in Clearwater, MN. Our expertise spans individual income tax, farm tax, small business taxes, and complex returns for estates, trusts, and corporations. With a team of three Enrolled Agents and experienced staff, we combine deep knowledge of specialized tax laws for clergy, military personnel, and daycare providers with personalized service. Our commitment to staying current with evolving tax regulations ensures accurate, strategic guidance for every client.We prioritize accessibility through free e-filing and maintain a hands-on approach tailored to the needs of our local community. Our longevity in the same location reflects our dedication to building lasting relationships grounded in trust and reliability. By focusing on continuous education and professional affiliations, we uphold the highest standards of technical competence in taxation. Our goal is to simplify complex financial matters while delivering exceptional value to individuals and businesses alike.
Services
Individual Tax Preparation
Free E-Filing
Farm Tax Services
Trust Tax Preparation
Estate Tax Services
Small Business Tax
QuickBooks Accounting
Tax Planning
IRS Representation
Gift Tax Filing
Highlights and features
- We offer over 35 years of tax preparation experience.
- Our team specializes in tax laws for small businesses and farms.
- We provide free e-filing for all clients.
- Knowledgeable staff available for personalized assistance.
- Prepared 1500+ tax returns annually.
Associations and certifications
- Enrolled Agent (IRS)
What people say
Appreciate your help
Enjoy our friendship
Thorough and helpful
Best service
Professional work
Services
Individual Tax Preparation
Comprehensive preparation of individual income tax returns with attention to deductions and credits. Our Enrolled Agents ensure compliance with federal and state regulations while maximizing refunds. Ideal for taxpayers seeking accurate, stress-free filing.
Farm Tax Services
Specialized tax solutions for farmers, including Schedule F preparation and agricultural deductions. We navigate complex farm income reporting requirements and optimize tax strategies for seasonal operations and equipment investments.
Small Business Tax
Tailored tax services for partnerships, LLCs, and S-corps, including quarterly filings and year-end returns. Our expertise in small business taxation helps owners minimize liabilities while maintaining regulatory compliance for evolving operations.
IRS Representation
Professional assistance resolving IRS audits, collections, and payment plans. As Enrolled Agents, we provide authorized representation to negotiate tax debt settlements and address compliance issues with federal and state agencies.
QuickBooks Accounting
Accounting solutions using QuickBooks for small businesses, including financial statement preparation and transaction management. We offer training and third-party compilation services to streamline financial operations and improve business decision-making.
People
Carol C. Halvorson
Owner, Enrolled Agent
EA since 1989 with leadership roles in the Minnesota Society of Enrolled Agents. Specializes in tax law and community-focused financial solutions for over three decades.
Judy A. Lashinski
Owner, Enrolled Agent
EA since 2009, serving clients at Clearwater Tax since 1996. Focuses on personalized tax strategies and holds active roles in national tax professional associations.
Jacob Borash
Owner, Enrolled Agent
EA since 2013 with technical expertise from Saint Cloud Technical College. Specializes in tax testing and serves on the Minnesota Society of Enrolled Agents board since 2016.
Questions
What tax services do you specialize in?
We specialize in individual and business tax preparation, farm taxes, estate/trust returns, IRS representation, and QuickBooks accounting for clients in Clearwater and surrounding areas.
Are you available year-round for tax advice?
Yes, while our peak season hours are Monday-Friday 8:30AM-5:30PM, we provide year-round support for tax planning and financial consultations by appointment.
How do you handle complex tax situations?
Our Enrolled Agents have over 35 years combined experience resolving complex tax issues, including audits, debt settlements, and specialized industry requirements for clergy and military personnel.
Do you offer electronic filing options?
We provide free e-filing for all individual and business tax returns as part of our commitment to accessible, modern tax preparation solutions.
What accounting software do you support?
We specialize in QuickBooks accounting software, offering training, bookkeeping services, and financial statement preparation to help small businesses manage their financial operations effectively.
