Business Details
27 Years
experience
Expert Accounting & Tax Services in Spring Valley, MN
LWJM Professional Tax Services has been providing quality financial guidance to individuals and businesses since 1999. Our expertise spans tax management, accounting services, financial statements, and strategic planning, with specialized knowledge in individual tax, small business solutions, and QuickBooks implementation. We maintain high standards through seasoned professionals like Lynn M. Miller, an Enrolled Agent with 25+ years of experience, and a dedicated team that ensures personalized attention to every client.Our mission focuses on maintaining financial viability through proactive planning, open communication, and thorough research. We serve clients in Spring Valley, Rochester, Austin, and LeRoy, combining expertise with a team-oriented approach to deliver close analysis and tailored solutions. Our commitment to excellence has earned us a loyal client base that returns year after year.
Services
Tax Management
Accounting Services
Advisory Services
Payroll Processing
Estate Planning
QuickBooks Support
IRS Representation
Financial Projections
Debt Advising
Tax Preparation
Details
- Year established: 1999
Highlights and features
- 25+ years of experience in accounting and tax services
- Personalized financial strategies tailored to client needs
- IRS-certified professionals for audit representation
- QuickBooks ProAdvisor expertise for business solutions
- Locally serving Spring Valley, Rochester, Austin, and LeRoy communities
Associations and certifications
- IRS Enrolled Agents
Services
Tax Management
Our tax management services guide clients through comprehensive tax planning and preparation strategies. We minimize liabilities, optimize cash flow, and ensure compliance with evolving tax laws. With expertise in individual and business taxation, our professionals analyze receipts, bills, and notices to provide accurate filings while aligning tax strategies with long-term financial goals.
Accounting Services
We provide complete accounting solutions from bookkeeping to financial statement preparation. Our services include general ledger maintenance, payroll processing, cash flow budgeting, and corporate tax planning. Designed for startups and established businesses, our systems ensure accurate record-keeping and support informed decision-making through reliable financial reporting.
Advisory Services
Our advisory services focus on strategic business growth through entity selection, accounting software implementation, and financial projections. We help clients evaluate procedures, control costs, and implement technology solutions while providing expert guidance for mergers, acquisitions, and business succession planning to ensure long-term organizational sustainability.
Estate Planning
Specialized estate and trust planning services help clients navigate complex tax laws for asset transfer. We create strategies to minimize tax liabilities, ensure smooth business succession, and develop comprehensive plans that prevent complications during estate disbursement while maintaining compliance with current regulations.
QuickBooks Support
Our QuickBooks specialists provide installation, setup, and personalized training for businesses. We optimize software configuration for accurate financial reporting, offer ongoing support for daily operations, and conduct system reviews to ensure proper transaction tracking and reliable financial information.
People
Lynn M. Miller
Managing Partner
EA-certified accountant with 25+ years of experience in individual tax, small business solutions, and QuickBooks implementation. Holds a B.S. in Accounting and Finance from Minnesota State University, Mankato.
Ethan Williams
Tax Professional
Specializes in individual and small business tax preparation, payroll processing, and quarterly tax returns. Working toward Enrolled Agent certification since joining the firm in 2022.
Karen Heit
Office Manager
23-year veteran of the firm with expertise in payroll processing, tax return assembly, and data input. Manages client payroll systems and ensures accurate document preparation.
Cyndy Sheldon
Administrative Assistant
Former small business owner with experience in bookkeeping and payroll processing. Handles tax return scanning, e-filing, and year-round client accounting support since joining in 2022.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, cash flow analysis, and tax planning specifically tailored for small businesses.
Can you help with IRS audit representation?
Yes, our Enrolled Agents offer professional representation during IRS audits and tax authority examinations.
Do you provide QuickBooks support?
We offer QuickBooks installation, setup, training, and ongoing support for businesses needing accounting software solutions.
What tax preparation services are available?
We handle individual, business, estate, and trust tax returns with strategies to minimize liabilities and maximize refunds.
How can I securely share financial documents?
Our client portal provides encrypted file sharing and secure communication for all document exchanges.
What areas do you serve?
We serve clients in Spring Valley, Rochester, Austin, and LeRoy, Minnesota with local office locations.
