Holmquist & Associates is a certified public accounting firm that serves individuals, businesses, partnerships and sole proprietors. It offers services in tax planning, preparation and filing, as well as accounting, auditing, bookkeeping, payroll, business valuation, consulting and financial planning. The firm is helmed by owner Michael Holmquist, CPA.
Garry McCreary is a certified public accountant who offers tax planning, preparation and filing. He specializes in tax planning for corporations, trusts, individuals and partnerships, as well as tax research and audits assistance and correspondence. Mr. McCreary, who is a graduate of Minnesota State University, works for the firm Copeland Buhl & Co.
Jeremy Thompson is a certified public accountant serving individuals and businesses. He also carries a master's in business taxation. A partner with Copeland Buhl & Co., he offers services in tax planning, preparation and filing, research and auditing for individuals, businesses, corporations and partnerships. Thompson is a graduate of the University of Wisconsin-Eau Claire.
Blue Rock Advisors is an independent financial services company. It provides portfolio management, and specializes in low net exposure, long-short, market-neutral equity (LSMNE) hedged portfolios. The company is helmed by Robbie Burkhart, Robert Fullerton and Mark Steen.
Engen & Kozojed & Associates is an accounting firm that does tax planning, preparation and filing, accounting, auditing, financial planning and estate planning. The firm is represented in part by Tim Engen.
This is a branch of the national network of financial planners. The small team of financial planners here at Charles Schwab can offer expert advice in all manner of issues. The most common services offered here are financial planning and brokerage services.
Nathan J. Lilleodden is a certified public accountant with Copeland Buhl & Co. He offers tax planning, preparation and filing, accounting, auditing, bookkeeping and payroll to individual and business clients, and specializes in services for privately-held businesses. Mr. Lilleodden is a graduate of St. Cloud State University. He is a member of the Wayzata Rotary Club and the Three Rivers Area Community Foundation.
Susan K. Thompson is a certified public accountant serving individuals and organizations in Lake Minnetonka. Ms. Thompson offers services in tax planning, preparation and filing, accounting, auditing, bookkeeping, payroll and consultation, among others. Ms. Thompson specializes in services for non-profit entities. Ms. Thompson is a graduate of St. Cloud State University. Ms. Thompson has previously served as treasurer for the Wayzata Chamber of Commerce.
Connance Inc. is a financial services company offering financial planning and investment advice. The small team uses its years of experience in the financial arena to guide Wayzata residents toward sound, long-term financial futures.
Dennis G. Peterson is a certified public accountant; he is a partner at Copeland Buhl & Co. Mr. Peterson offers tax planning, preparation, filing and consulting and more. He routinely discusses federal and state tax with the Minneapolis CPA Tax Roundtable. He is a graduate of the University of South Dakota.
