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Meet the Owner
 Joy Berg 

Joy started in Accounting in 2005 and has many years of  experience in public accounting.

In addition to having performed individual tax audits for the Minnesota Department of Revenue, she has held positions in small non-profit agencies as well as large corporations.

Joy's substantial experience in taxation includes specialization in self employment tax. She also has expertise in full service accounting and bookkeeping and performs these services for a number of self-employed clients. Joy enjoys taking continued education courses and earning CPE credits to keep up-to-date on New and Changing Tax Laws, in order to get you the lowest tax liability causing you to get most refund possible. 

                 THE TEAM                
Alethea - Senior Accountant 

Experience in public accounting, non-profit accounting, income tax preparation, sales and use tax, payroll, full cycle accounting. Aleathea enjoys Business/Non-profit and Full Cycle Accounting.

Laura Lodin-Professional Services Consultant and Tax Preparer

Our Pro Services Consultant Laura Prepares Personal Tax Returns and Small Business' Returns (Self-Employed, S-Corp and Partnerships), as well as works in Practice Management and Business Consulting. Laura has assisted Joy over the years through various duties. Laura joined the team full time in 2022.  Laura is an asset to the team with her many years of experience with: Growing Private Practice, Inventory and Supply Management, and skills to Improve Office Efficiency. Laura graduated from Concordia University St Paul in December 2019 with a Bachelors in Business. 

Shantel- Tax Preparer

Experienced in the private and public financial and tax sectors, her goal is to focus on the customer and help eliminate any fear or discomfort with taxes.  Shantel has 15+ years being VITA Certified,  assists accountants with preparation of returns for complex businesses and nonprofit organizations. she works with individuals and Self Employed taxpayers  on ways to increase profits and assists with bookkeeping

Shantel also provides Notary Services.

 

Our Team has been growing in 2022.  I deeply appreciate each of your referrals!

We have added the following positions:

Mikayla Berg - Jr Tax Preparer - Mpls, MN & Clearwater, FL
Heather Bomstad- Customer Service Manager/Bookkeeper/Simple Tax Prep

We welcomed Heather to the team in July of 2022.  You will enjoy working with Heather, she is a light in the world. 

Katie- Office Assistant/Tax Prep Robbinsdale
Tracey - Office Assistant/Tax Preparer

 
Joseph V- Marketing Manager- ClearWater Bleach, FL
Eva- Sales Associate- ClearWater Beach, FL
SKILLS

Microsoft ExCel - Advanced

Microsoft Word - Advanced

Power Point - Proficient

QuickBooks ProAdvisor

Organized- Office management

Spanish - Conversational

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