Smart taxes.
Personal service.
All year.
Federally licensed enrolled agents in Wayzata, Minnesota — serving the Twin Cities west metro and clients in all 50 states.
Everything tax. Nothing else.
Three steps. One team.
Two agents. Both partners.
An Enrolled Agent since 2004, licensed by the IRS with unlimited rights to represent taxpayers before the IRS. I work with small business owners and the families behind them, treating the business return and the personal return as one connected picture — and I plan ahead rather than just filing, so there’s still time to act.
“A return is a conversation that ends on paper. The conversation is the part that matters.”
Before Sapere, I spent more than 30 years in business and technology program management - including a decade running my own consultancy. That background gave me a deep understanding for how numbers and decisions connect. It’s something I love to think about, always seeking to find efficiencies, improvements and new and better solutions. Today, I get to research the tax code, understand the needs of my clients, and help them make sound financial decisions that set them up for success.
“Planning is just doing in November what most people do in April.”
Trusted by people
who used to dread tax season.
Worked with us? We'd love to hear how it went.