SERVICES

Richard Carlson, a graduate of the University of Minnesota, has been a practicing CPA in Public Accounting for over forty years. He has worked in Minnesota, Alaska and North Carolina. He is a member of the AICPA and the NCACPA

Richard’s area of expertise is primarily in tax, attending National and Regional Conferences on the following:

• Tax Compliance
• Estate and Retirement Planning
• Business Planning and Accounting

He believes that a one-on-one knowledge of the client enables him to provide the best service and value for that client. Richard understands the importance of working with other financial advisors to provide the best over all plans for his client base.

Tax Compliance

Computerized tax preparation software is used to prepare multi-state individual, corporate, partnership, trust and estate tax returns. This system allows us to use our expertise, review the information and use the computer to make the numerous calculations required for accurate returns.

Estate and Retirement Planning

Our approach to estate planning involves reviewing the documents in place such as wills, trusts, partnerships, etc. and discussing with the client their goals and desires. The initial review will determine if their goals are achieved through the documents. The second review is a process of achieving those goals and working with the other members or the estate team to have them implemented.

Business Planning and Accounting

It is our belief that the clients know their business better than we do, but that we can assist them in planning and complying with the various government and support firms to implement their business plan.