Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Education

BS in Accounting/Finance, Carlson School of Management-University of Minnesota

Overview

Tax consulting and compliance for tax-exempt and nonprofit organizations including higher education, trade associations, public charities and private foundations. Focus areas include Form 990/990-PF, unrelated business income (both federal and state), state charitable solicitation registrations/renewals, international compliance, fundraising events including charitable gaming, and applications for exempt status.

Upcoming speaking engagements

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Resources and event materials

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In the community

AICPA Minnesota Society of CPAs