Business Details
Trusted Accounting & Tax Services in Spring Valley, MN
LWJM Professional Tax Services has been delivering personalized financial guidance to individuals and businesses in Spring Valley, MN, and surrounding areas for decades. Our expertise spans tax management, accounting, payroll processing, and financial planning, supported by a team of seasoned professionals committed to maintaining the highest standards of excellence. We prioritize open communication to understand client needs, conduct thorough research, and provide tailored solutions that ensure financial viability in the present while proactively addressing future goals.With over 25 years of experience in the financial industry, our managing partner leads a team dedicated to client-centric service, combining technical proficiency with a deep understanding of evolving tax laws and business challenges. Our mission is to empower clients through strategic planning, accurate record-keeping, and comprehensive advisory services that foster long-term financial success.
Services
Tax Management
Accounting Services
Payroll Processing
Financial Planning
IRS Representation
QuickBooks Assistance
Estate Planning
Debt Advising
Cash Flow Analysis
Business Consulting
Highlights and features
- We offer 25+ years of experience in accounting and tax services.
- Our team includes Enrolled Agents and seasoned tax professionals.
- We provide personalized financial strategies tailored to individual needs.
- We serve clients across multiple locations in Minnesota.
- Our comprehensive services cover tax planning, payroll, and financial consulting.
Services
Tax Management
Our Tax Management services guide clients through strategic tax planning and preparation, minimizing liabilities while maximizing cash flow. We stay updated on evolving tax laws to optimize opportunities for individuals and businesses. Our team provides detailed analysis of receipts, bills, and notices to ensure compliance and financial efficiency.
Accounting Services
We offer comprehensive accounting solutions, including general ledger preparation, bookkeeping, and financial statement creation. Our services support businesses in maintaining accurate records, managing payroll, and planning budgets. We assist with system setup and tax compliance for startups and established enterprises.
Payroll Services
Our Payroll Services streamline payroll management, including tax return preparation and quarterly filings. We implement efficient systems to reduce administrative burdens, ensuring timely payments and compliance with state and federal regulations for small businesses.
Financial Planning
We help clients achieve long-term financial goals through retirement planning, investment strategies, and estate planning. Our services address asset allocation, tax implications, and succession planning to ensure financial independence and security for individuals and families.
IRS Representation
Our IRS Representation service provides expert support during audits, leveraging our experience with tax authorities. We advocate for clients during federal and state agency interactions, ensuring clear communication and resolution of tax-related inquiries or disputes.
People
Lynn M. Miller
Managing Partner
Enrolled Agent with 25+ years of experience in tax and accounting. Specializes in individual tax, small business strategies, and QuickBooks. Graduated from Minnesota State University, Mankato, in 1999 with a degree in Accounting and Finance.
Ethan Williams
Tax Professional
Working toward Enrolled Agent designation since joining in 2022. Focuses on individual and small business tax preparation, payroll processing, and quarterly tax returns for clients.
Karen Heit
Office Manager
With the firm since 2000, manages client payroll processing, tax return assembly, and data input. Brings extensive experience in accounting office operations and client service coordination.
Cyndy Sheldon
Administrative Assistant
Joined in 2022 with prior small business ownership experience. Handles payroll, bookkeeping, and tax return scanning/efiling during tax season.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, tax planning, and business consulting tailored to small business needs.
Do you assist with individual tax preparation?
Yes, we offer comprehensive individual tax services, including strategy optimization and audit representation.
Are your services available in multiple locations?
We serve clients in Spring Valley, Rochester, Austin, and LeRoy, MN, with multiple office locations.
How can I schedule a consultation?
Call us at (507) 346-2815 for a free consultation or use our website's contact form.
What experience does your team have?
Our team includes Enrolled Agents with over 25 years of combined experience in tax and accounting services.
