We like what we do! We are passionate about our clients and enjoy helping them with financial management and tax decisions throughout the year.
Because we are a small firm, each client is provided individual attention by a partner.
Our three partners have over 50 years of combined experience in taxes and accounting.
Phyllis Burdette, managing partner, a CPA since 1982, has a broad background in tax and accounting. She served on the White House Conference on Small Business, is a member of the American Institute of CPA's, Minnesota Society of CPA's, American Woman's Society of CPA's, and has served in various board positions for charitable and entrepreneurial organizations. You may reach Phyllis at 952-548-3702.
Jim Knoll has been a CPA since 1987 with experience in a variety of industries, including property management, retail and other organizations. Jim is a graduate of the University of St. Thomas and has earned his PFS (Personal Financial Specialist) designation from the AICPA. He is a member of the American Institute of CPA's, Minnesota Society of CPA's, and other professional organizations. Jim's direct line is 952-548-3710.
Bruce Carlson joined the firm in January 2012. Bruce has many years of experience as a Certified Public Accountant. His areas of specialization include individual tax planning, trusts and estates.
An experienced staff rounds out the team to provide prompt, professional service.
We dedicate our firm to three underlying principles: professionalism, responsiveness and quality.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
High standards, service and specialized staff spell the difference between our outstanding performance and other firms. Every client is served by the expertise of our whole firm.
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide many financial services to individuals, large and small businesses and other agencies.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Our high service quality and loyal clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.