Our Services

At Mattson Gleason CPAs, the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.

  • Tax Services
  • Accounting Services
  • Consulting Services
  • Reviews & Compilations
  • Bookkeeping
  • Depreciation
  • Business Entity Selection
  • Business Succession Planning
  • Buying & Selling a Business
  • Estate & Trust Tax Preparation
  • Payroll Services
  • Sales Tax Services
  • Tax Planning
  • Tax Preparation
  • QuickBooks Set-up & Training
  • Certified QuickBooks Pro Advisor ®
  • Referrals

Client Services

Mattson Gleason CPAs offers a wide range of services to our individual and business clients. We are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Accounting Services

Reviews & Compilations

  • Review – some analytical procedures conducted with limited assurance
  • Compilation – based upon client information provided and used primarily for internal use.

The “certified” in certified public accounting refers to our license to perform attest functions. We go through a peer review process every three years that allows us to maintain the ability to issue compilation and review reports. We maintain both individual and firm licenses with the state of Minnesota. Forty-three other states now recognize and allow the mobility of those licenses to cover work in those states. The licensing includes a minimum of 40 hours of continuing education per year per staff member.

Usually it is a bank or insurance company that requires a review report, but they are also relied on when purchasing or selling a company (usually a 3 year history). It is a costly step to turn our year-end or interim closing efforts into a full-blown set of financial statements with disclosure. We can issue “management use only” reports for your use, but they cannot be distributed to outside users. Be sure you need this service (and explore alternatives) before the expense is incurred.


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup (see QuickBooks in Other Services)
  • Personal financial statements

While we encourage you to maintain your own business records, there are times and situations that may require our assistance. Whether it’s temporary absences, recreating lost data, transitioning to new software, merging companies or ongoing bookkeeping so that you can focus on operations, we can provide you with the additional manpower when you need it.

While we encourage you to maintain your own business records, there are times and situations that may require our assistance. Whether it’s temporary absences, recreating lost data, transitioning to new software, merging companies or ongoing bookkeeping so that you can focus on operations, we can provide you with the additional manpower when you need it.


The IRS requires you to maintain two separate depreciation schedules, both for tax purposes. Generally accepted accounting principles do not always follow the tax rules, and may require a third schedule. We maintain those schedules for you, and apply the elections most advantageous to you. The schedules can also be used for physical control and insurance coverage.

Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

What’s your “exit” plan?

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Tax Services

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Payroll Services

We can install and set-up QuickBooks Payroll so that you can do your own payroll.

For the company who is doing their own payroll (whether QuickBooks or other), we come in quarterly to assist with the required federal and state filings.
For one-man companies, we can provide all the payroll processing required to keep you in compliance.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning

We make sure you are using the tax code to your advantage. As experienced tax advisors, we offer proven and effective strategies to reduce your tax burden. We make sure you are selecting the right pension plan to meet your goals, the right depreciation elections to optimize the tax benefit, or the right loan structures to give you basis to take unforeseen losses. We make sure you know what to expect come April 15th, what payment options you have, or what steps to take before year end. We make sure you know when to rollover that 401k, when to take a withdrawal, or when to ask the next question.

This means planning for significant events. We are puzzle solvers, but you have the puzzles. We love to bring our expertise to bear on your situation. Saving you time and money motivates us. Let us be on your team.

Tax Preparation



We often describe our practice as “small business with a tax emphasis”. You can rely on us to know how the current tax laws impact your situation. This is where our commitment to the details pays off. Often the details can make the difference between seeing black or bleeding red.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities.

Other Services

QuickBooks Set-up & Training

As certified QuickBooks ProAdvisors, we have proven our ability to adapt QuickBooks to your business. QuickBooks is ideally suited to small business. It is an affordable and flexible accounting software package for small business, easily handling accounts receivable, accounts payable, and credit cards. It can be enhanced for do-it-yourself payroll or concurrent multiple users.

However, no accounting package can be operated directly out of the box. We make sure it is set up properly and that you and your staff are trained with an understanding of its features and functionality. We then become your on-call resource, ready to troubleshoot the routine or special situations that might arise.

While many of our clients find that QuickBooks is the best choice for their business, we also work with other software packages.

Many clients use our accounting expertise to “clean up” their books. They have used lesser paid staff to input the 95% of the transactions that are routine, and then call us in to close out their books monthly, quarterly, or annually.

We have also found that clients who get comfortable inputting their own data are not baffled by the reports. The “numbers” no longer scare them, as they understand the underlying transactions. Accounting then becomes not a necessary evil, but source of valuable information about their business. Good information leads to good decisions.

Certified QuickBooks Pro Advisor ®

  • We are a Certified QuickBooks Pro Advisor ®.
  • We can assist you in QuickBooks ® Setup, Training, and Reporting.


When you need more than what we can provide, look to us as a valuable referral source. We work with attorneys, financial planners, bankers and specialists in areas such as cost segregation, business valuation, estate planning, insurance, like-kind exchanges and more. We are often the team member who knows the most about your business, and we can identify other specialists you might need.


Mattson Gleason CPAs Ltd

10627 West 165th Street
Lakeville, MN 55044

Tel: 952-435-6630
Fax: 952-435-3642


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