Business Details
31 Years
experience
Your Trusted Partner for Accounting Solutions in Forest Lake, MN
Founded in 1995, Rychley Wendy CPA has grown from a one-person office to a trusted team of tax, accounting, and financial professionals serving individuals and businesses in Forest Lake, Minnesota, and surrounding areas. Our commitment to honesty, integrity, and client confidentiality remains unwavering, supported by decades of combined experience and continuous education in tax law and financial strategies. We prioritize proactive planning to minimize tax burdens, enhance financial well-being, and provide tailored solutions for retirement, estate planning, and business needs.Our team maintains rigorous professional standards, including CPA and Enrolled Agent certifications, ensuring expertise in tax preparation, payroll services, and IRS representation. We operate with transparency, competitive pricing, and availability beyond traditional hours, including evenings and Saturdays, while maintaining in-house operations without outsourcing. Our holistic approach integrates tax strategies, financial goals, and insurance needs to deliver comprehensive, client-focused services that exceed expectations.
Services
Tax Services
Financial Planning
Accounting & Bookkeeping
Payroll Processing
Retirement Planning
Details
- Year established: 1995
Highlights and features
- We combine over 25 years of tax law expertise with continuous professional education.
- Our team holds CPA and Enrolled Agent certifications for specialized tax representation.
- We offer personalized financial planning integrated with tax strategy and insurance needs.
- We maintain in-house operations without outsourcing to ensure quality control.
- We provide flexible availability, including evenings and Saturdays, for client convenience.
Associations and certifications
- CPA (Certified Public Accountant)
- Enrolled Agent (EA)
Services
Tax Services
Our comprehensive tax services include individual and business return preparation, strategic tax planning, and IRS representation. We specialize in minimizing liabilities through proactive planning for corporate transactions, real estate deals, and estate matters. With CPA-certified professionals and Enrolled Agents on staff, we ensure compliance with evolving tax regulations while maximizing savings for clients.
Financial Planning
We develop personalized financial strategies aligned with life goals, including retirement planning, education funding, and business succession. Our holistic approach integrates tax implications, insurance needs, and estate planning to create cohesive roadmaps for long-term financial security and intergenerational wealth transfer.
Accounting & Bookkeeping
We offer full-service accounting solutions from QuickBooks training to complete payroll processing and monthly bookkeeping. Our services ensure accurate financial statements for banks, creditors, or legal proceedings while freeing business owners to focus on core operations through reliable, timely recordkeeping support.
Payroll Processing
Our payroll services handle tax calculations, filings, and compliance to prevent costly penalties. We manage federal/state tax deposits, W-2 processing, and year-end reporting while maintaining accurate records for audits or business valuations, ensuring smooth operations for small to mid-sized businesses.
Paperless Tax Prep
Our secure Sharefile portal enables paperless document submission and e-signing of returns. This modern approach reduces errors, speeds processing (1-3 weeks), and maintains compliance while offering convenient online payments and year-round support for tax-related inquiries or adjustments.
People
Wendy Rychley
C.P.A.
A University of Minnesota graduate with CPA certification since 1986, Wendy has over 35 years of tax accounting experience. She specializes in small business consulting and strategic tax planning while maintaining active client engagement and quality control oversight.
Lynette Lange
E.A.
With 21 years in public accounting and an Enrolled Agent license, Lynette manages business accounting and tax preparation. She specializes in IRS representation and completes 24 annual hours of tax-specific continuing education to maintain expertise in evolving regulations.
Marty Rychley
Financial Advisor
A recognized financial planning expert, Marty focuses on retirement strategies and wealth management. He operates Rychley Financial and collaborates with the team to provide integrated financial solutions for high-net-worth individuals and businesses.
Lori Erhardt
Insurance Specialist
Lori brings 19 years of insurance expertise to the team, holding licenses in property, casualty, health, and life insurance. She provides critical risk management insights and insurance integration within comprehensive financial planning strategies.
Questions
What services does Wendy Rychley Chartered offer?
We provide tax preparation, accounting/bookkeeping, financial planning, payroll processing, and retirement/estate planning services for individuals and businesses.
How does your paperless tax preparation work?
Clients securely upload documents via Sharefile. We prepare returns (1-3 weeks) and provide e-signing options with online payment for convenience.
Do you serve clients outside Forest Lake?
Yes, we serve businesses and individuals in Scandia, Lino Lakes, Ham Lake, White Bear Lake, and other surrounding Minnesota communities.
How are your fees determined?
Fees depend on return complexity. We provide advance cost estimates and maintain competitive, transparent pricing for all services.
Are you available for urgent tax matters?
Our office operates year-round. While we don't offer emergency services, we prioritize prompt communication and follow-up assistance for all clients.
