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Services
Audit
Consulting
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Forensic Accounting and Valuation Services
Litigation Consulting and Expert Testimony
Economic Damages Analysis
Business Valuations
Fraud Investigations
Royalty and License Fee Examinations
Post-Acquisition Disputes
Marital Dissolution
Outsourced Accounting
Tax
Industries
Family Business/Closely-Held Businesses
Tribal Governments & Gaming
Hospitality & Entertainment
Manufacturing
Non-Profits
Public Companies
Real Estate
About
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New Client Bio Form
Britt Peltola
New Client Bio Form
Form for the entry of new clients
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Date Created
MM slash DD slash YYYY
PIC
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Alixann Enevoldsen
Amy Babcock
Anna Ronquist
Bailee Gores
Becky Olds
Brandon Borgedahl
Brandon Reinschmidt
Bridget Schnell
Candice Gaston
Carrie Lifland
Charles Selcer
Cole Hegstad
Cory Schoo
David Marrinson
Deanna Staeheli
Emily Westrum
Emma Hoekstra
Evan Miller
Frank Haney
Ginger Knutsen
Jennifer Schiefert
Jennifer Stavish
John Lawson
Joseph Kenyon
Judy Brunner
Laurie Waterman
Lisa Hoiland
Logan Franzen
Matt Marlow
Michael Flaherty
Michele Jensrud
Michele Swanson
Mitch Barbeau
Mitch Mort
Molly Horsch
Nancy Lehrman
Nandini Vembu
Nicole Brown
Nicole Mueller
Nicole Noreen
Nikol Shapiro
Pamela Brackeen
Quint Koplitz
Rachel Zurn
Reily Haney
Richard Tollefson
Ronald Zilka
Ryan Churness
Ryan Stretmater
Shelby Graham
Stan Eisenberg
Steve Warren
Teresa McAlpine
Tom Chidley
Wendy Harden
Wendy LaRock
Biller
Select Name
Alixann Enevoldsen
Amy Babcock
Anna Ronquist
Bailee Gores
Becky Olds
Brandon Borgedahl
Brandon Reinschmidt
Bridget Schnell
Candice Gaston
Carrie Lifland
Charles Selcer
Cole Hegstad
Cory Schoo
David Marrinson
Deanna Staeheli
Emily Westrum
Emma Hoekstra
Evan Miller
Frank Haney
Ginger Knutsen
Jennifer Schiefert
Jennifer Stavish
John Lawson
Joseph Kenyon
Judy Brunner
Laurie Waterman
Lisa Hoiland
Logan Franzen
Matt Marlow
Michael Flaherty
Michele Jensrud
Michele Swanson
Mitch Barbeau
Mitch Mort
Molly Horsch
Nancy Lehrman
Nandini Vembu
Nicole Brown
Nicole Mueller
Nicole Noreen
Nikol Shapiro
Pamela Brackeen
Quint Koplitz
Rachel Zurn
Reily Haney
Richard Tollefson
Ronald Zilka
Ryan Churness
Ryan Stretmater
Shelby Graham
Stan Eisenberg
Steve Warren
Teresa McAlpine
Tom Chidley
Wendy Harden
Wendy LaRock
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Year End Projections
Amended 1040 Return
Amended 1041 Return
Amended 165 Return
Amended 1120-C Return
Amended 1120-S Return
Amended 990 Return
Amended 706 Return
Amended 709 Return
Amended 5227 Return
Manager for Engagement
Manager Name
Alixann Enevoldsen
Amy Babcock
Anna Ronquist
Bailee Gores
Becky Olds
Brandon Borgedahl
Brandon Reinschmidt
Bridget Schnell
Candice Gaston
Carrie Lifland
Charles Selcer
Cole Hegstad
Cory Schoo
David Marrinson
Deanna Staeheli
Emily Westrum
Emma Hoekstra
Evan Miller
Frank Haney
Ginger Knutsen
Jennifer Schiefert
Jennifer Stavish
John Lawson
Joseph Kenyon
Judy Brunner
Laurie Waterman
Lisa Hoiland
Logan Franzen
Matt Marlow
Michael Flaherty
Michele Jensrud
Michele Swanson
Mitch Barbeau
Mitch Mort
Molly Horsch
Nancy Lehrman
Nandini Vembu
Nicole Brown
Nicole Mueller
Nicole Noreen
Nikol Shapiro
Pamela Brackeen
Quint Koplitz
Rachel Zurn
Reily Haney
Richard Tollefson
Ronald Zilka
Ryan Churness
Ryan Stretmater
Shelby Graham
Stan Eisenberg
Steve Warren
Teresa McAlpine
Tom Chidley
Wendy Harden
Wendy LaRock
Year
MM slash DD slash YYYY
Enter last day of fiscal year for the project
Extended?
Yes
No
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Estimated Fee
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Additional Project for Client?
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Service/Engagement
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Accounting
Audit
Compilation
Employee Benefits
FAVS
Review
Tax
Project – Accounting
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Monthly Accounting
Quarterly Accounting
Annual Accounting
Payroll Weekly
Payroll Quarterly
Payroll Annual
Payroll Amended
1099 MISC
1099 INT
1099 DIV
Quarterly Agreed Upon Procedures
Sales Tax
MN Care Tax
Project – Audit
Select Project
For Profit
NFP + Single Audit
Govt + Single Audit
Govt – City Council
Public Company
HUD
MN Lottery Drawing
Employee Benefit Plan
ESOP
Construction
AUP – Agreed Upon Procedures
AUP – MISC Procedures
Gambling
Inventory Count for Others
Review Public Company
Title 31
Project – Compilation
Select Project
Monthly Compilation
Quarterly Compilation
Annual Compilation
Project – Employee Benefits
Select Project
EB Admin – Annual
Annual Fee Disclosure
Compliance Testing
5500 Return
5330 Return
Amended 5500 Return
8955-SSA
Amended 8955-SSA Return
IRS/DOL Audit
EB Year End Projections
EB Research/Consulting
Service Provider Fee Disclosure
Plan Document
Safe Harbor Notice
Project – FAVS
Select Project
Economic Damages
Forensic Investigations – Lit
Forensic Investigations – Non-Lit
Consulting
Marriage Dissolution
Valuation – Lit
Valuation – Non-Lit
Project – Review
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Annual Review
Project – Tax
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1040 Return
1041 Return
165 Return
1120-C Return
1120-S Return
990 Return
706 Return
709 Return
5227 Return
Other Tax Forms/Returns
CA Nonresident Withholding
Tax Research/Consulting
Year End Projections
Amended 1040 Return
Amended 1041 Return
Amended 165 Return
Amended 1120-C Return
Amended 1120-S Return
Amended 990 Return
Amended 706 Return
Amended 709 Return
Amended 5227 Return
Manager for Engagement
Manager Name
Alixann Enevoldsen
Amy Babcock
Anna Ronquist
Bailee Gores
Becky Olds
Brandon Borgedahl
Brandon Reinschmidt
Bridget Schnell
Candice Gaston
Carrie Lifland
Charles Selcer
Cole Hegstad
Cory Schoo
David Marrinson
Deanna Staeheli
Emily Westrum
Emma Hoekstra
Evan Miller
Frank Haney
Ginger Knutsen
Jennifer Schiefert
Jennifer Stavish
John Lawson
Joseph Kenyon
Judy Brunner
Laurie Waterman
Lisa Hoiland
Logan Franzen
Matt Marlow
Michael Flaherty
Michele Jensrud
Michele Swanson
Mitch Barbeau
Mitch Mort
Molly Horsch
Nancy Lehrman
Nandini Vembu
Nicole Brown
Nicole Mueller
Nicole Noreen
Nikol Shapiro
Pamela Brackeen
Quint Koplitz
Rachel Zurn
Reily Haney
Richard Tollefson
Ronald Zilka
Ryan Churness
Ryan Stretmater
Shelby Graham
Stan Eisenberg
Steve Warren
Teresa McAlpine
Tom Chidley
Wendy Harden
Wendy LaRock
Year
MM slash DD slash YYYY
Enter last day of fiscal year for the project
Extended?
Yes
No
Expected Project Budget Hours
Estimated Fee
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