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.
BA in accounting - University of Minnesota, Duluth
State and Local tax (SALT) issues for healthcare industry.
Refund reviews - reduce SALT expenses;
Audit Assistance - help clients with state tax audits;
Consulting/Planning - help clients with SALT planning to obtain/retain exempt status for tax exempts or planning with for profit clients.
In the community
Treasurer for Ronald McDonald House, Twin Cities