Jon started this accounting business 45+ years ago here in North Branch, Minnesota. He has since retired to split his time between his farm and his vacation home in Texas. We are continuing on his business by keeping the name and offering the same excellent service.
Partner: Mary J. Narcum, CPA, is Jon’s daughter with 25+ years of tax accounting experience.
Mary specializes in S-Corps, partnerships, multi-state returns, and tax planning.
Tax Preparer and Financial Advisor: Wally Narcum, E.A., is an Enrolled Agent and also provides financial consultations.
Wally specializes in estates, trusts, gift tax, retirement and financial planning.
Tax Preparer: Jeri Lindahl has stepped in after Loretta’s retirement. She is working on receiving her enrolled agent license (1 more test!).
Jeri specializes in individuals and farms and is a fantastic resource for the client portal.
Drop off tax preparer and Front Office Manager: Scotti Gunderson is the utility player. She prepares drop-off returns and assists the front office with clients, phones, tax questions, and e-filing.
Scotti specializes in drop-offs, past year catch up, and general tax guidance.
Front office: Sherry, Charlie, Vickie, Jadyn, Jack, and Noah are our front and back office staff that assist in the drop-off process, e-filing, answering phones, and customer service for clients.