(763) 412-1170 [email protected]

Tax Planning and Preparation

Our firm believes that the tax planning and preparation process isn’t a one time per year event. In fact, making your tax preparation process easier is our goal. The key to that goal is working with you during the year to manage your tax obligations as well as providing dependable and clear advice. Nobody wants that big surprise in March or April showing a large amount due.

Whether you’re a sole proprietor, an LLC or corporation or an individual/couple,  we can work with you to advise on legal tax strategies to reduce your taxable income. Moreover, we will use our expertise to help you pay only what you owe. 

We also want to make the process as simple and painless as possible. If you are an ongoing client, we can view your financials in Xero or Quickbooks Online and get started. You will not need to spend valuable time gathering documents and driving to our office. All documentation will be safely stored in the cloud for your convenience. In addition, our cloud technology solutions can retrieve documents and forms so you don’t have to send them in.  We want to make the process as paperless as we can.

Monthly ongoing clients can have their tax preparation fee included in their subscription. That means you’ll have a fixed payment each month throughout the year.  You will be able to budget for that amount now and not have to worry about a big tax bill.

Our firm also has experience working with the irs.gov in resolving tax issues such as late payments and penalties. If you are having problems, give us a call and we can review your situation.

Scott was very quick and efficient in doing my taxes. He answered all my questions and addressed my concerns. I found Scott to be personable as well as he offered future tax advise that was helpful. I would definitely recommend Scott at Opportunity Financial for any future tax needs. H.B.

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6635 Lamplight Drive

Albertville, MN 55301