Business Details
Your Trusted Lincoln Accounting & Tax Partner
At SP Group PC, we prioritize building meaningful relationships to deliver exceptional tax planning, tax preparation, and business support services. Our humble beginnings have grounded us in values of teamwork, work-life balance, and a competitive drive to achieve success for our clients. We combine the talents of our seasoned professionals to provide personalized solutions tailored to each client's unique needs. With decades of collective experience, our team specializes in navigating complex tax laws, optimizing financial strategies, and offering proactive advisory services.We serve clients across industries, helping them reduce liabilities, improve profitability, and achieve long-term growth. Our commitment to continuous learning ensures we stay ahead of regulatory changes, while our focus on community and client relationships fosters trust and lasting partnerships. By balancing technical expertise with a client-centric approach, we empower individuals and businesses to thrive financially.
Services
Tax Planning
Tax Preparation
Business Support
Audits & Assurance
Retirement Planning
Highlights and features
- Our CPAs and Enrolled Agents provide specialized tax expertise with decades of combined experience.
- We offer personalized service through direct access to dedicated team members.
- Proactive tax planning helps clients stay ahead of regulatory changes and deadlines.
- Deep local knowledge of Nebraska business requirements and tax codes.
- Comprehensive support covering audits, payroll, business consulting, and retirement planning.
What people say
Huge asset to our business
Informed decisions
Up-to-date tax strategies
Make my life easier
Long-term relationships
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through proactive strategies. We analyze financial situations, entity structures, and regulatory changes to optimize tax outcomes. Clients receive customized guidance for retirement, estate planning, and business decisions while ensuring compliance with evolving tax codes.
Tax Preparation
We provide accurate tax preparation for individuals, businesses, and trusts. Our team handles complex returns, IRS representation, and multi-state filings while identifying deductions. Services include QuickBooks support and financial record organization to streamline the filing process and reduce errors.
Business Support
Our business support covers audits, payroll processing, and financial consulting. We offer bookkeeping, business entity selection, and succession planning tailored to client needs. Services help businesses improve cash flow, meet compliance requirements, and implement growth strategies through data-driven insights.
Audits & Assurance
We conduct audits, reviews, and compilations to ensure financial transparency and regulatory compliance. Our assurance services help businesses strengthen credibility with stakeholders through accurate reporting while providing recommendations for operational improvements and risk management.
Retirement Planning
Our retirement planning services focus on long-term financial security for individuals and business owners. We develop strategies for tax-efficient savings, pension plans, and business succession to ensure financial independence while navigating changing retirement regulations.
People
Val Tollefsen
Client Services Account Executive
Val brings 21 years of teaching experience to client relations, specializing in client onboarding. She prioritizes relationship-building and holds a B.S. in Early Childhood Education from the University of Nebraska-Lincoln.
Heather Brundieck
Team Accountant
Heather holds a B.S. in business management from UNL and a master's in professional accountancy. She previously owned a small business and has extensive experience in customer service and tax accounting.
Kelly Barada
CPA
Kelly has 25 years of public accounting experience and specializes in business and individual tax returns. She earned a B.S. in Finance and Accounting from the University of Nebraska-Lincoln.
Mark Chapin
Enrolled Agent
Mark specializes in business tax preparation and holds a computer science degree from UNL. He previously ran a technology company for 25 years and is pursuing CFP certification.
Brad Devall
Enrolled Agent
Brad is a former business owner and 40 Under 40 award winner. He specializes in individual and business tax services and graduated from UNL in 1990 after playing football for Tom Osborne.
Questions
What accounting services does SP Group offer?
We provide tax planning, preparation, audits, business consulting, payroll services, and retirement planning tailored to individual and business needs.
Do you specialize in Nebraska tax requirements?
Yes, our team has deep expertise in Nebraska tax codes, including the new Paid Sick Time Law effective October 1, 2025.
How do you support small businesses?
We offer entity selection guidance, cash flow analysis, business acquisition support, and compliance services to help small businesses grow profitably.
Can I schedule a consultation?
Yes, contact us at 402-420-7758 to discuss your financial goals and create a customized plan with our experts.
What sets SP Group apart from other firms?
Our relationship-focused approach combines technical expertise with personalized service and a commitment to understanding each client's unique needs.
