Business Details
Your Trusted Partner for Accounting Solutions in Fargo
Widmer Roel is a professional accounting firm with decades of combined experience delivering audit, tax, and consulting services to businesses and individuals. Our team of certified public accountants prioritizes continuity, utilizing active partner participation and consistent staff assignments to ensure deep understanding of client needs. We specialize in tailored financial solutions for agribusiness, nonprofits, employee benefit plans, and entrepreneurial ventures, combining technical expertise with personalized service.Our commitment to exceeding industry standards is demonstrated through rigorous continuing education requirements, active membership in national accounting networks, and a service guarantee that ensures work is performed professionally and promptly. With offices in Fargo, North Dakota, we serve clients nationwide through technology-enabled solutions while maintaining a strong local presence.
Services
Audit Engagements
Tax Planning
Estate Planning
Business Consulting
Litigation Support
Peer Review Services
Agri-Business Accounting
Nonprofit Audits
Forensic Accounting
Succession Planning
Highlights and features
- We maintain active partner participation on all engagements for continuity
- Our professionals receive 40+ hours of continuing education annually
- We guarantee work performed in a timely, professional manner
- Specialized experience in agribusiness, nonprofits, and employee benefits
- Access to global resources through CPAmerica and Crowe Global networks
Associations and certifications
- American Institute of CPAs (AICPA)
- Private Companies Practice Section (PCPS)
- AICPA Peer Review Program
- Public Company Accounting Oversight Board (PCAOB)
- AICPA Government Audit Quality Center
- AICPA Employee Benefit Plan Audit Quality Center
- CPAmerica International
- Crowe Global
Services
Audit Engagements
We conduct comprehensive financial audits under GAAS, PCAOB, and Governmental Auditing Standards. Our team provides limited-scope audits for pension plans, reviewed financial statements, and compiled reports. Specialized expertise includes agribusiness, construction, and government entity audits while maintaining strict compliance with regulatory requirements.
Tax Planning
Our tax professionals offer strategic planning and compliance solutions for businesses and individuals. Services include federal/state tax preparation, IRS dispute resolution, and year-round tax strategy sessions. We focus on minimizing liabilities while maximizing opportunities through proactive, personalized approaches tailored to each client's unique circumstances.
Estate Planning
We develop comprehensive estate plans incorporating trusts, charitable vehicles, and business succession strategies. Our specialists coordinate with legal and insurance professionals to create tax-efficient wealth transfer solutions. We address liquidity concerns, generational planning, and family business transitions while ensuring compliance with evolving estate tax regulations.
Business Consulting
We provide business valuation, merger/acquisition support, and operational analysis services. Our consultants assist with feasibility studies, key performance indicator development, and strategic planning. We specialize in helping closely-held businesses navigate growth challenges, ownership transitions, and financial restructuring scenarios.
Litigation Support
Our team offers expert witness testimony, damage calculations, and forensic accounting services for legal proceedings. We handle marital dissolution valuations, shareholder disputes, and business damage assessments. Services include expert reports, court testimony, and specialized analysis of financial records for litigation matters.
People
Randy A. Heller
Managing Partner
With over 25 years of public accounting experience, Randy leads our firm's strategic direction while maintaining active client relationships. He specializes in audit and consulting services for closely-held businesses.
Robert D. Dale
Stockholder/Partner
A 29-year veteran, Bob focuses on tax planning for individuals and businesses, including estate and gift planning. He provides valuation services for business acquisitions and sales.
Tracee S. Buethner
Audit Partner
With 20+ years of experience, Tracee supervises audit engagements and provides assurance services. She specializes in nonprofit organizations and has prior experience with regional accounting firms.
Mike M. Misheski
Audit Partner
Mike brings 18 years of audit experience with agribusiness and construction clients. He provides assurance and consulting services while maintaining industry-specific expertise.
Erik M. Sell
Stockholder/Partner
Erik specializes in tax preparation and planning for businesses and individuals. With 9 years at Widmer Roel, he combines technical expertise with personalized client service.
Questions
What accounting services do you offer for small businesses?
We provide audits, tax planning, and business consulting tailored to small businesses. Services include financial statement preparation, tax compliance, and strategic growth planning.
Do you work with nonprofit organizations?
Yes, we offer specialized audit and consulting services for nonprofits, including compliance with IRS Form 990 and best practice implementation.
How do you handle multi-state tax requirements?
Our team has experience with all 50 states' tax regulations, ensuring proper compliance and filing for businesses operating across state lines.
What sets your firm apart from national accounting franchises?
We offer personalized service with direct partner involvement, while maintaining global resources through our network affiliations like CPAmerica and Crowe Global.
Can you assist with business succession planning?
Yes, we develop comprehensive succession plans including ownership transitions, valuation services, and operational continuity strategies for family-owned businesses.
Do you provide forensic accounting services?
We offer litigation support including forensic accounting, damage calculations, and expert testimony for business disputes and legal proceedings.
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