Business Details
39 Years
experience
Professional Accounting & Tax Services in Minnetonka
Accounting Resource Group is a boutique accounting, tax, and financial services firm serving individuals, families, and small businesses from our offices in Minnetonka, MN and Lakewood Ranch, FL. Founded in 1987, we combine 38 years of industry expertise with a personalized approach to client relationships, prioritizing trust, integrity, and proactive financial guidance. Our team of certified professionalsincluding CPAs, attorneys, and QuickBooks Pro-Advisorsdelivers tailored solutions for tax planning, business accounting, family office services, and elder care financial management.We distinguish ourselves through strategic alliances with complementary service providers, enabling comprehensive support for clients' financial needs. Our commitment to timely communication, expert service, and ethical standards has established us as a trusted advisor in the communities we serve.
Services
Tax Planning
Business Accounting
QuickBooks Setup
Elder Care Services
Payroll Processing
Financial Consultation
Audit Support
Family Office Services
Succession Planning
IRS Representation
Details
- Year established: 1987
Highlights and features
- We offer 38 years of specialized expertise in tax and accounting services.
- Our team includes certified CPAs, QuickBooks Pro-Advisors, and legal professionals.
- We provide personalized financial strategies tailored to individual client needs.
- Strategic alliances with complementary service providers enhance our capabilities.
- Free initial consultations help clients understand our service approach.
Services
Tax Planning & Preparation
We provide comprehensive tax planning and preparation for individuals and businesses, focusing on minimizing liabilities while ensuring compliance. Our team stays current with evolving tax regulations to deliver strategic advice that aligns with clients' financial goals. Services include year-round tax strategy consultations and accurate return preparation.
Business Accounting
Our business accounting solutions cover bookkeeping, financial reporting, and cash flow management for small to mid-sized companies. We help organizations maintain accurate records, generate financial insights, and implement systems that support long-term growth and operational efficiency through both traditional and cloud-based accounting platforms.
QuickBooks Setup
We specialize in QuickBooks setup and optimization for businesses transitioning to digital accounting systems. Our services ensure proper configuration, data migration, and staff training to maximize the platform's capabilities while maintaining financial accuracy and reporting functionality tailored to specific business needs.
Elder Care Accounting
Our elder care financial services help families manage aging relatives' finances through budgeting, bill payment, and asset monitoring. We provide secure financial oversight that maintains seniors' independence while protecting against fraud and ensuring proper cash flow management for household expenses.
IRS Representation
We offer professional IRS representation for clients facing audits, tax debt, or compliance issues. Our experts handle communications with tax authorities, develop payment plans, and implement solutions to resolve back taxes, liens, and levies while protecting clients' financial interests.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive business accounting including bookkeeping, payroll processing, cash flow management, and financial statement preparation for small businesses.
Do you specialize in elder care financial services?
Yes, we offer specialized elder care accounting services including household budgeting, financial monitoring, and asset management for aging individuals.
What QuickBooks services are available?
We offer QuickBooks setup, training, software tune-ups, and ongoing support for small to mid-sized businesses using the platform.
How do you handle tax planning and preparation?
Our tax services include strategic planning, return preparation, audit representation, and resolution of tax issues for both individuals and businesses.
Are consultations available for new business formation?
Yes, we provide guidance for new business formation including entity selection, registration, and initial financial planning.
Reviews (4)
Chris Lewis
Dec 04, 2021
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A customer for life! Tony and his team are true professionals! Great service and they managed to save us money too! Thanks guys!
Jim R.
Nov 22, 2021
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Professional & friendly. They reviewed our current documents, asked some followup questions that helped make sure everything was accurate and accounted for. Great group; they've got our business.
J.
Nov 18, 2021
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I'm an attorney, and was referred to Accounting Resources Group by a colleague. I love the fact that Tony Rivera, at ARG, who has done my taxes for the last 4 years, has a CPA and JD. He is incredibly smart and awesome to work with! His customer service is second to none. For a busy professional like myself, I need someone to handle every detail from start to finish and to make tax season a breeze for me. Tony always does just that.
I highly recommend him and ARG. You will not be dissatisfied, and if you are in anyway, Tony will not stop until you are! Give them a try for tax return preparation. You will be so glad that you did.
I highly recommend him and ARG. You will not be dissatisfied, and if you are in anyway, Tony will not stop until you are! Give them a try for tax return preparation. You will be so glad that you did.
Donna Pond
Nov 09, 2021
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I have been working with Accounting Resource Group for business and personal taxes for over 10 years. They are very professional and provide great service.
