We’ve made it our mission to go beyond what our clients expect and what our profession requires. The success of your business is personal to us and we’re committed to helping you achieve and exceed your vision and goals. You’ll notice the difference from your very first conversation with us.
We want to get to know you and your business. We are a team of people dedicated to bringing value to your organization throughout the entire year – not just at tax time. Yes, we’re great with numbers, but we’re also ready to partner with you on planning, leadership, and overall business strategy.
Business growth is exciting, but it also brings with it financial complexities. With nearly 40 years of experience with companies both large and small across the country, we’re not afraid to tackle the tough subjects and look deeper. From mergers to transitions to tax time we’re here to help you stabilize, grow, and maximize profits.
We bring you the best possible solutions for the growth and prosperity of your business.
We take care of everything
It’s what we do, but not who we are. We are a team of communicators, advocates, and strategists – ready to help you identify challenges and maximize business opportunities.
Our Founder, LB Carlson, believed that the key to a successful CPA and business consulting firm was going beyond “just the numbers and the taxes” to provide services that help businesses achieve their greatest goals. His vision still guides us today.
We deliver true results, focusing on strategic decisions and practical
actions tailored to our clients' unique strengths.
The IRS has launched a special campaign encouraging taxpayers to perform a “paycheck checkup” to ensure the right amount of tax is being withheld from their paychecks for 2019. This is particularly important given changes implemented by the Tax Cuts…
A Rumor is Floating: Did our Whippersnapper Legislators in St Paul Decide to Conform to Federal Tax Law? In 2017, Congress and President Trump passed the Tax Cuts and Jobs Act of 2017 (TCJA). It dramatically changed the definition of…
LB Carlson was involved throughout the entire process including; initial valuation and assessment of investment opportunity, Letter of Intent negotiations, preparation of financial projections, due diligence, financing assistance, review of definitive agreements, structuring, general consultation and advisory to John Roberts…
