Meet the Owner
Joy Berg
Joy started working 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. Joy takes the courses 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 & Marketing
- 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/ Tracey - Office Assistant/
Tax Prep Robbinsdale 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