Our Services

At Mattson Gleason CPAs, our priority is to make you and your business successful.

We provide personalized service that meets your specific needs.

We provide a full range of tax, accounting, and advisory services including, but not limited to:

  • Tax Services
  • Accounting Services
  • Consulting Services
  • Cash Flow Forecasting
  • Security Plans for Safeguarding Customer Information
  • Business Entity Selection
  • Business Succession Planning
  • Buying & Selling a Business
  • Estate & Trust Tax Preparation
  • Sales Tax Services
  • Tax Planning
  • Tax Preparation
  • QuickBooks Set-up & Training
  • Certified QuickBooks Pro Advisor ®

Tax Planning

What’s your tax bracket?  Are you in a higher or lower rate bracket now than you will be in the foreseeable future?

We can help you decide when to rollover that 401k, when to take a withdrawal, and ask the next question.

As experienced tax advisors, we offer proven and effective strategies to reduce your tax burden. We make sure you are using the tax code to your advantage.

Tax Planning and Preparation

  • C-CORPORATIONS and S-CORPORATIONS
  • LLCs and PARTNERSHIPS
  • TRUSTS AND ESTATES
  • INDIVIDUALS

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.
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

Information Security – Safeguarding Customer Data

As CPAs and tax preparers, we take our ethical and professional obligations to safeguard customer data seriously. We have developed and implemented our own security plan in accordance with IRS and FTC regulations.  We offer information security services to other businesses that want help developing their of information security plans for safeguarding their customers’ data.  Mark Gleason has many years of experience as an auditor of information systems as a principal of Christofferson and Gleason CPAs Ltd.

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 businesses. It is an affordable and flexible accounting software package for small businesses, 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.

 
 
 
 
Subscribe
 
 
 
 
 
 

Mattson Gleason CPAs Ltd

10627 West 165th Street
Lakeville, MN 55044

Tel: 612-861-4542
Fax: 952-435-3642

Email: mark@mattson-cpa.com

Contact Form

Mattson Gleason CPAs Ltd BBB Business Review