Richard E. Tollefson, CPA Services in Minneapolis I SDK CPAs

Richard E. Tollefson

Professional Experience

Rick Tollefson has over 30 years of experience in resolving all types of tax issues for his clients. In addition to being a CPA, he is also an attorney. His work experience prior to joining SDK includes serving as a partner at a regional CPA firm.

Rick’s main area of focus is the family-owned small business. His consistent approach to client service has afforded him a base of clients who have remained with him for many years. He is experienced in most all business and individual tax matters. He has also helped his clients in their estate and succession planning.

Professional Certifications

Certified Public Accountant
Juris Doctorate

Education

St. John’s University
William Mitchell College of Law

Professional Organizations

AICPA
MNCPA
Minnesota State Bar Association
Dakota County Bar Association

Community Involvement

Volunteer attorney for low income people

When I’m not working…

I enjoy spending time with my adult children, traveling and walking.

“Working with SDK has always been a reliable and satisfying experience. Everyone hates doing taxes, but I know when I file them each year with SDK they are doing everything they can to ensure it is filed correctly and will ensure the full amount I am owed on my tax return.”

- Client of SDK

“I appreciate the professionalism of staff as well as the timeliness in which work is completed. Communication has been very good as well! Thank you!”

“Our accountant, while new to working our account has been beyond terrific to work with. Her communication has been clear and very punctual – really excited to continue working with her!”

“Communication with John Lawson has always been fantastic! We love working with him and appreciate his care and attention to his clients.”

“For Teresa McAlpine, it was such a joy to work with you this year! I really appreciated your patience with me when I frequently checked on the progress of my tax return while I was very nervous during the start of the pandemic. I also really appreciate your professional demeanor and communication style. You were a very dependable and reliable person to work with during a very uncertain and challenging time. Thank you!”

“The role Nicole Brown plays in assisting our firm is of significant value. We have grown to trust her guidance and appreciate her knowledge and accessibility. Definitely someone we love working with and having on our “team” ”

“Outstanding service from Stan Eisenberg, and excellent staff in general!”

Senior Advisor

Richard E. Tollefson, CPA, JD

Richard E. Tollefson

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