Business Details
3 Years
experience
Trusted Accounting & Tax Services in Belle Plaine, MN
Schoeppner & Associates is a CPA firm dedicated to delivering personalized tax and accounting solutions for individuals and small businesses. Founded in 2023 by Cole Baumgard and Bob Rose through the acquisition of Schoeppner & Associates, our team combines decades of collective experience in tax preparation, bookkeeping, and payroll services. We pride ourselves on offering the expertise of a large firm with the personalized attention of a local practice. Our approach emphasizes attention to detail, operational efficiency, and proactive support to help clients achieve their financial objectives. With a deep understanding of both individual and business financial needs, we provide tailored strategies that simplify complex accounting processes.Our services span tax planning and preparation, payroll management, bookkeeping, and QuickBooks support, ensuring comprehensive financial solutions under one roof. We maintain a client-centric philosophy, developing actionable plans that align with each client's unique goals while ensuring sustainable execution. Our team's commitment to accuracy and exceptional service allows businesses to focus on growth while we handle their financial complexities. Operating across multiple Minnesota locations, we serve communities in Belle Plaine, Le Sueur, and Windom with consistent, reliable expertise. Our dedication to continuous improvement and client education positions us as trusted partners in navigating today's evolving financial landscape.
Services
Tax Planning
Payroll Processing
Bookkeeping
QuickBooks Support
Tax Return Preparation
Details
- Year established: 2023
Highlights and features
- Our team includes certified CPAs with decades of combined tax and accounting experience
- We provide tailored financial strategies that align with individual business objectives
- Specialized expertise in small business tax compliance and payroll management
- Proactive approach to financial planning and year-round client support
- Multi-location service with personalized attention to Minnesota businesses
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial positions through strategic timing of deductions, credits, and income recognition. We analyze current financial situations to develop customized plans that minimize tax liabilities while aligning with long-term business goals. Our CPAs stay current with evolving tax regulations to ensure compliance while maximizing savings opportunities.
Payroll Processing
We handle complete payroll processing including paycheck generation, tax withholding calculations, and regulatory reporting. Our services cover direct deposit setup, tax payment processing, and year-end W-2/1099 preparation. We ensure compliance with federal and state payroll regulations while maintaining accurate employee payment records for small businesses.
Bookkeeping
Our bookkeeping services maintain accurate financial records through bank reconciliations, journal entries, and ledger reviews. We provide balance sheet tie-outs and inventory adjustments to ensure financial statements reflect true business performance. This foundational service supports informed decision-making and simplifies tax preparation processes.
QuickBooks Support
We offer QuickBooks setup, training, and file management services to help businesses maximize their accounting software capabilities. Our support includes file cleanups, custom report generation, and system optimization to improve financial tracking efficiency. We help clients implement proper accounting procedures within the QuickBooks platform.
People
Bob Rose
CPA Partner
Co-founder with extensive experience in tax compliance and business advisory services. Specializes in small business taxation and financial strategy development.
Cole Baumgard
CPA Partner
Co-founder bringing expertise in accounting systems and payroll management solutions. Focuses on delivering operational efficiencies for growing businesses.
Doreen Harrold
Senior Accountant
Senior accountant with specialized skills in corporate tax preparation and financial statement analysis. Provides detailed insights to business clients.
Charlotte Mulroy
Tax Manager
Tax manager responsible for coordinating seasonal tax processing and ensuring compliance with evolving regulatory requirements across multiple jurisdictions.
Bradley Rose
Staff Accountant
Staff accountant supporting bookkeeping services and payroll processing operations with attention to detail and procedural accuracy.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including tax preparation, payroll processing, bookkeeping, and QuickBooks support tailored to small business needs.
How do you handle year-end tax reporting?
We prepare and file all required business tax returns including 1120, 1120S, 1065, and 1041 forms with thorough review for accuracy.
Can you assist with payroll tax compliance?
Yes, we handle federal and state payroll tax filings, including 941, 940, and W-2 processing with timely payment remittance.
Do you offer QuickBooks training for business owners?
We provide QuickBooks setup, customized training sessions, and ongoing support to help businesses effectively manage their accounting systems.
What are your office hours during tax season?
During February through April 15, we're open Monday-Friday 8am-5pm and Saturdays 8am-Noon for urgent client needs.
