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Tax Planning Professionals

Our team of tax planning professionals  
Client's current tax professional
teamed up with financial advisor

Most of our clients have existing relationships with a tax professional they have trusted for many years to do their taxes, and with whom they are satisfied. It is our goal to strengthen their existing relationship with their current tax advisor, by working together to be sure that all aspects of the client's financial holdings are considered, and strategies implemented so that the client minimizes their taxes to potentially receive the best financial outcomes possible. Together we can serve our joint clients in ways that can only be accomplished with this team approach!

We work with our clients' existing local tax professionals to strengthen their relationships, and our mutual clients' financial outcomes through professional teamwork!  We also team up with tax strategist Nick Stovall, who is known nationwide for his expertise, and can be consulted for second opinion tax reviews.

Nick Stovall, CPA/PFS, MBA
Chief Tax Strategist

Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive knowledge and background, Stovall wrote "The Future of Taxation: And How to Prepare." Stovall has been featured on national media outlets including The Wall Street Journal's MarketWatch, Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts.

In January 2010, after two decades of public accounting and private industry experience, he founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president, and chief tax strategist for the company, Stovall has strategic alliances with tax and financial advisors throughout the United States and Europe; and offers his invaluable perspective and insight regarding their clients' unique tax situations. This second opinion team approach has the potential to provide strategies to minimize their clients' taxes, and improve their clients' overall financial outcomes.