Business Details
Trusted Accounting Services in Plymouth, MN
Johnson & Company & Company is a licensed accounting firm in Minnesota dedicated to providing comprehensive financial solutions for individuals and businesses. With expertise in tax planning, estate planning, and small business accounting, we prioritize personalized service and client satisfaction. Our team specializes in navigating complex tax laws, offering strategic guidance to minimize liabilities and maximize returns.We support businesses with financial statements, QuickBooks setup, and operational consulting while maintaining a strong commitment to accuracy, transparency, and ethical standards. Our goal is to alleviate the stress of financial compliance and empower clients through tailored advisory services.
Services
Tax Planning
Estate Planning
Small Business Accounting
QuickBooks Services
Financial Statements
Highlights and features
- We specialize in tax problem resolution with IRS expertise
- Our team provides personalized QuickBooks setup and training
- We offer tailored financial statements for audits and financing
- Our staff includes CPAs with decades of combined experience
- We prioritize client education and long-term financial strategies
What people say
Leading firms
Personal attention
Professional and responsive
Quality service
Efficient tax solutions
Services
Tax Planning
Our tax planning services help individuals and businesses legally minimize tax liabilities through proactive strategies. We analyze financial situations to identify deductions, credits, and optimization opportunities while ensuring compliance with evolving tax regulations. Clients benefit from customized plans that maximize after-tax income and long-term financial efficiency.
Estate Planning
Estate planning services guide clients through organizing assets and creating legal frameworks for smooth wealth transfer. We collaborate with legal professionals to address wills, trusts, and tax implications, ensuring clients' wishes are honored while minimizing estate taxes and administrative complexities for beneficiaries.
Small Business Accounting
Small business accounting solutions include bookkeeping, payroll management, and financial reporting tailored to operational needs. We handle day-to-day financial tasks, allowing business owners to focus on growth while maintaining accurate records for tax filings, audits, and strategic decision-making.
QuickBooks Services
QuickBooks services encompass setup, training, and system optimization for small to mid-sized businesses. We ensure proper configuration for specific industry requirements, provide staff training, and offer tune-ups to maintain accurate financial records and streamline accounting processes.
Financial Statements
Financial statement services include preparation for audits, reviews, and compilations to meet stakeholder requirements. We ensure accurate reporting for investors, lenders, and regulatory bodies while providing assurance levels appropriate to clients' needs, from basic compilations to full audit support.
People
Thomas D. Johnson
Principal CPA
Thomas D. Johnson & Company & Company leads the firm with expertise in accounting and tax strategy, serving clients across industries. He specializes in resolving complex tax issues and guiding business owners through financial challenges while maintaining a client-focused approach.
Thomas J. Opitz
Principal CPA
Thomas J. Opitz provides accounting leadership with a focus on tax compliance and small business solutions. He works closely with clients to develop financial strategies that align with long-term goals while ensuring regulatory adherence.
Bridget K. McKelvey
Principal CPA
Bridget K. McKelvey specializes in tax and accounting services for individuals and businesses, combining technical expertise with personalized advisory. She helps clients navigate tax complexities and implement efficient financial practices.
Lisa Roden
Principal CPA
Lisa Roden delivers accounting and tax solutions with a focus on client education and financial clarity. Her experience includes working with small businesses to optimize financial operations and tax planning strategies.
Keith Ledin
Principal CPA
Keith Ledin provides accounting expertise and tax advisory services, emphasizing strategic planning and compliance. He assists clients in managing financial risks while maintaining transparent communication and tailored solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and operational consulting tailored to small business needs.
How can you help with IRS tax problems?
Our team assists with audit representation, payment plans, back taxes, and offer in compromise solutions to resolve IRS issues.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, system tune-ups, and troubleshooting for small business accounting needs.
What estate planning services are available?
We collaborate with legal professionals to organize assets, minimize tax implications, and create transfer strategies for estates.
