We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Jeff Sauer, CPA, has an extensive accounting and tax background. Practicing since 1979, he serves clients in a variety of industries including real estate, service industries, wholesale and light manufacturing. His clients include individuals, corporations, S-Corporations, partnership, estate and trusts. He also has expertise in the creation and administration of ESOP’s. Jeff is a graduate of the University of Northern Iowa.
Cindy Koltnow has been with us since 2011. Before joining us, she was in the finance group at the Tennessee Valley Authority and Ingenix (a division of United Health Group). Cindy prepares individuals’ returns, gift tax returns, welfare benefit 5500 returns, assists with business return preparation, works on the firm administration and is our resident Excel whiz. She is a graduate of Middle Tennessee State University.
Carrie Melsen, CPA (inactive), joined our team in 2018. She manages the accounting needs of our business and various clients. Prior to joining us, Carrie graduated from the College of St. Benedict with an accounting degree and began her career with Deloitte in August 2005. In 2010, she left public accounting to pursue a tax manager role at Regis Corporation. After two years as a manager, she moved into a director role overseeing the company’s SEC reporting for income taxes and corporate tax compliance. In 2015, Carrie left Regis Corporation in to be a full-time mom until she decided to join our team on a part-time basis.
Ekta Chopra joined our team in 2019. She prepares individuals’ returns and assists with business returns.
Nicole Zeches has been with us since 2019. She assists with the daily clerical duties of the office and assists with QuickBooks needs. Nicole graduated from the Carlson School of Management, University of Minnesota with a degree in Marketing and a Psychology minor. She started her career in business at Best Buy Corporate HQ in June 2000 where she partnered with business teams on improving their use of retail space, lead training and proficiency for the department, and supervised a small team of employees. She left Best Buy in 2012 to be a stay-at-home Mom of her twin children. She is thrilled to join the team now that her twins are in school.
Jo Marcus joined our team in 2020. She spent over 30 years in the retirement plan industry working for financial services firms in the Southeast and New York City. She is also a volunteer tax preparer for the AARP Foundation Tax-Aide program. Jo prepares individual income tax returns and welfare benefits 5500 forms. She is a graduate of Andrews University.
Kevin Brown, CPA, started with us in 2020. Prior to joining us, he served in a variety of senior management positions for organizations in health care, manufacturing, and philanthropy. He earned a bachelor’s degree from Andrews University, and has masters’ degrees from the University of Illinois (Business Administration) and Seattle Pacific University (Information Systems Management). Kevin’s primary focus will be in partnership, corporate, and individual returns, as well as accounting services.