Business Details
Certified Accounting & Business Advisory Services
At Bomberg Roach & Hanson, we specialize in integrating our clients' business and personal financial strategies to create cohesive, goal-oriented solutions. With decades of combined experience, our team provides tailored tax planning, accounting, and business advisory services to entrepreneurial clients across diverse industries including automotive, manufacturing, construction, and professional services. We prioritize long-term relationships, understanding that financial decisions in one area of life inevitably impact others. Our approach combines technical expertise with personalized attention, ensuring clients receive strategic guidance that aligns with both their professional objectives and personal aspirations. We serve businesses at every stage of development, from startups to mature organizations, offering audits, reviews, and consulting services that support sustainable growth.Our commitment to excellence is reflected in our affiliations with leading professional organizations like the AICPA and MNCPA. By maintaining a deep understanding of evolving tax regulations and industry-specific challenges, we empower clients to make informed decisions that optimize their financial outcomes. Our focus on proactive planning helps clients navigate complex tax landscapes while building a foundation for long-term financial security. Through consistent communication and transparent processes, we establish trust as a cornerstone of every client relationship. This philosophy positions us uniquely at the intersection of business and family, where financial success and personal values converge.
Services
Tax Planning
Accounting Audits
Business Consulting
Estate Planning
Cash Flow Management
Entity Selection
Mergers & Acquisitions
Startup Advisory
Compliance Services
Strategic Planning
Highlights and features
- We offer 30+ years of industry-specific tax expertise
- Our team holds advanced degrees in accounting and taxation
- We provide strategic entity selection and succession planning
- Our services integrate business and personal financial strategies
- We maintain proactive communication through secure client portals
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Minnesota Society of Certified Public Accountants (MNCPA)
Services
Tax Planning
Our tax planning services optimize financial outcomes through strategic income tax management, estate planning, and multi-state tax compliance. We specialize in business tax strategies, sales tax consulting, and representation before taxing authorities. With advanced expertise in federal and state regulations, we help clients minimize liabilities while maintaining full compliance with evolving tax codes.
Business Consulting
We provide comprehensive business consulting covering entity selection, succession planning, and strategic growth strategies. Our experts help companies navigate mergers and acquisitions, cash flow management, and budgeting processes. With industry-specific knowledge across automotive, manufacturing, and professional services, we deliver actionable insights that align with long-term business objectives and personal financial goals.
Accounting Audits
Our accounting audit services ensure financial accuracy and regulatory compliance through rigorous examination of financial statements. We conduct independent audits, reviews, and compilations that meet AICPA standards. Clients receive transparent reporting and actionable recommendations to improve financial controls and decision-making processes across all business stages.
Estate Planning
We develop customized estate plans that protect assets and ensure smooth wealth transfer. Our services include trust creation, gift tax strategies, and succession planning for business owners. By integrating estate planning with business financial strategies, we help clients preserve wealth across generations while minimizing tax implications.
Startup Advisory
Our startup advisory services guide entrepreneurs through business formation, entity selection, and financial planning. We provide cash flow projections, budgeting frameworks, and compliance strategies tailored to new ventures. With specialized knowledge of startup challenges, we help establish financial foundations that support long-term growth and sustainability.
People
James D. Bomberg
Managing Partner
Managing Partner with 30+ years of experience in tax and business advisory services for automotive dealerships, manufacturing firms, and professional services companies. Holds degrees in accounting and economics from Minnesota State University-Mankato.
Timothy P. Stoeger
Tax Practice Leader
Tax Practice Leader specializing in succession planning and executive compensation for family-owned businesses. Holds dual degrees in accounting and marketing from University of Minnesota with 20+ years of experience in tax advisory services.
Kara A. Voorhees
Tax & Consulting Director
Tax and consulting director with 20+ years of experience providing strategic tax planning and compliance solutions for privately held corporations and high-net-worth individuals. Holds advanced degrees in business taxation from University of Minnesota.
Questions
What accounting services do you offer for small businesses?
We provide audits, reviews, compilations, monthly accounting services, and accounting system setup tailored to small business needs.
Do you specialize in any particular industries?
Yes, we serve automotive dealerships, manufacturing firms, construction companies, professional services, and retail businesses.
How do you handle tax planning for high-net-worth individuals?
Our comprehensive approach includes estate planning, executive compensation consulting, and multi-state tax strategies for high-net-worth clients.
What business advisory services are available?
We offer entity selection, business succession planning, cash flow management, budgeting, and strategic planning services.
How can I access my financial documents securely?
Our secure client portal provides 24/7 access to financial documents and accounting information with bank-level encryption.
What makes your firm different from other accounting practices?
We uniquely combine technical expertise with personalized service, focusing on the intersection of business and personal financial goals.
Reviews (1)
Chelsey Pozarnsky
Apr 21, 2019
Report
Tim was great getting our families estate taxes completed and complex issues figured out after our family member was passed away.
