A Little About Me

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I've always believed that tax preparation should be about more than simply filling out forms and sending someone on their way. Taxes can be stressful, confusing, and sometimes downright intimidating. My goal has always been to make the experience a little easier by providing personal service, explaining what's happening along the way, and helping my clients leave with a better understanding of their financial situation.

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How It All Started

In 2011, I earned my Bachelor of Science in Business Administration from the Minnesota School of Business. While attending college, I put what I was learning into practice by managing a local optometrist's office. After graduating, I became the General Manager of a retail optical center, where I worked until the birth of my twin boys.

At that point, I made the decision to step away from the traditional workforce and stay home with my children. That decision eventually gave me the opportunity to pursue something I had always been interested in—tax preparation.

In 2014, I set up a small office in the basement of my home and placed my first advertisement on Facebook. I wasn't quite sure what to expect, but the response was incredible. During my first tax season, I welcomed approximately 50 clients.

From there, the business continued to grow—largely through referrals from the people I had the privilege of working with. What started as a small home-based tax business grew into a practice serving hundreds of clients each tax season.

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More Than Preparing a Tax Return

As my business grew, one thing remained especially important to me: keeping the service personal.

I don't want my clients to simply sign their return without understanding it. I take the time to walk through the numbers, explain what changed from previous years, answer questions, and discuss things they may want to consider before the next tax season arrives.

I want my clients to understand not only what is on their tax return, but why it's there.

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Continuing My Education

As my client base and business continued to grow, I wanted to make sure my knowledge grew along with it. I returned to school at Saint Mary's University of Minnesota, where I earned my Master's Degree in Accounting in 2022.

Furthering my education expanded my knowledge of taxation and accounting and gave me the opportunity to grow the business beyond tax preparation by offering bookkeeping and payroll services.

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Finding My Niche in the Trucking Industry

Over the years, I have also gained extensive experience working within the transportation industry. That experience gave me a firsthand understanding of the unique financial challenges faced by over-the-road truck drivers and owner-operators.

Running a trucking business from the road isn't easy. Between settlements, fuel, repairs, receipts, estimated taxes, and countless other expenses, keeping the financial side of the business organized can quickly become overwhelming.

Today, bookkeeping for OTR drivers and owner-operators has become a primary focus of my business. It allows me to combine my accounting and tax knowledge with my experience in the trucking industry to provide a service specifically designed around the needs of drivers.

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Whether I'm preparing a tax return for a longtime client or helping an owner-operator keep their business finances organized throughout the year, my philosophy remains the same:

Provide personal service, explain things in a way that makes sense, and treat every client's business and finances with the same care I would want someone to give my own.