For tax professionals

Our goal is to elevate the work you already do

Every tax practice runs differently. We adapt to yours, so every client you send us is a referral that reflects well on you.

Your goals

Whether you’re protecting capacity in tax season or keeping a focused client list, our work should support where you’re headed.

Your business

We learn how you engage clients during the year and when you’re busiest, so our planning supports your work instead of adding to it.

Your clients

We follow your lead on how you talk with clients, so they hear one consistent message, with the planning side explained in plain English.

Your style

Some tax pros want a call before every big move. Others just want us to do our job and know they can trust us to do it right. Tell us how you like to work, and we’ll adapt.

Refer a client Call (651) 472-5577

What you can count on

No surprises. With the client’s permission, we tell you about Roth conversions, large withdrawals, and asset sales before they happen.
A second set of eyes. If anything catches our eye, we bring it to you first, so it’s never a surprise to your client, or to you.
Clear roles. You prepare and file the return and remain the client’s tax professional. We handle the planning and investments.
Fee-only, nothing to sell. Paid only by the client, so an introduction never looks like a sales pitch.

Some ways we can support your clients

Multi-year planning around Roth conversions, withdrawal order, and required minimum distributions
Managing income around Medicare IRMAA thresholds
Coordinating retirement income from pensions, Social Security, and savings
Year-end account information you need for preparation, including downloadable cost basis files you can import directly into your tax software
Inherited IRA and inheritance planning

Refer a client

Brian Limborg, CFP^®, CDFA^®, 17 years as a fee-only fiduciary advisor.

We typically work with households that have $400,000 or more in investment assets, including inherited assets. If you’re unsure whether a client is a fit, just call and ask.

Please don’t include confidential client details here. We’ll gather what we need directly, with the client’s permission.

(651) 472-5577 St. Paul office, by appointment: 962 Inwood Ave N, Oakdale, MN 55128

Introduce a client or start a conversation

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