Contact Info
819 Whitewater Avenue
St. Charles, MN 55972
507.932.3010
507.932.5651 Fax
51 West Fourth St. Suite 200
Winona, MN 55987
507.454.2908
507.474.1490 Fax
975 34th Ave. NW Suite 301
Rochester, MN 55901
507.424.1233
507.424.4433 Fax
Rushford Phone # 507.864.7200
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They Are Worth It
Sometimes word-of-mouth is the best form of advertising. It is in our case, anyway. Ask any of our clients. They will tell you we are worth it and they will tell you why.
Some of our clients came to us originally for one service, only to turn to us for many more once the trust was built and the relation forged. To them the services we provide prove to be well worth it. That is, when our tax strategies directly and effectively - impacted their bottom line. Or, when business advice we asked them to consider reduced their tax burdens almost over night. And certainly when the questions of what will happen to my estate after I pass? were raised and answered.
If you are at the point where you are considering putting your financial needs business or personal in the hands of a team of CPAs, consultants and planners, give us a call. It will be worth it.
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Tax
Effective tax strategies deliver a powerful impact to the bottom line. Our customized tax planning services improve the profitability, net worth and liquidity of your company. Benefit from a team of tax professionals serving a diverse range of closely-held businesses in a variety of industries. We offer a forward-looking approach designed to meet your needs both today and in the future.
You will be working with professionals who keep pace with changing tax laws. Our personalized approach en...
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Business Advice
Personal and business tax planning.
Why wait until your tax return is prepared to know how your year turned out. Here at Wolter & Raak, Ltd., we want you to know in advance. By being proactive with our clients, we can make suggestions that may reduce your tax burden. Whether it is incorporating a business or maximizing deductions, we assist our clients throughout the ENTIRE year about taxation decisions.
Below are a few items we can assist you with during the year.
· In...
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Retirement and Estate Planning
· What will happen when I retire?
· My company is offering me early retirement. What do I need to consider?
· How much do I need to save if I am going to retire in 5, 10, 20 or 30 years?
Our firm can assist you in these questions and others regarding your retirement. We will sit down with you and discuss your options.
Estate Planning
We can help you decide what happens to your estate after you depart from this life. Your family should be able to receive th...
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Bookkeeping and Payroll Services
Some of our services available are as follows:
Monthly accounting services: This may be as basic as your firm providing us with your check stubs, sales activity and bank statements at the end of each month. We will then take this information and enter it into our accounting system and provide you with a reconciled bank balance and financial statements on a monthly basis.
On the other hand, depending on the size of your business, this could also be as involved as providing al...
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Audit and Attest
Our audit philosophy is based on integrity, objectivity, independence and strict adherence to all professional standards, regulations and laws. At Wolter & Raak, Ltd., professionalism in the audit process stems from our dedication to the public trust. We serve the interests of our clients, including owners, investors and other stakeholders, in accordance with the appropriate professional standards. The primary objective of every audit process is to express an opinion on the fair presentation of...
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