John A. Knutson & Co., PLLP

When you need an audit, review, or compilation, give us a call. In addition to meeting current financial reporting requirements and your specific needs, we look for ways to maximize your profitability and efficiency. Expect our team to provide constructive solutions for all levels of assurance: Audit – An intensive examination with the highest level of assurance Review – Inquiry and Analytical procedures conducted with limited assurance Compilation – Based upon information you provide Financial Statement Preparation – Engagement to prepare financial statements outside of an audit, review or compilation of your financial statements Agreed Upon Procedure – Assurance on a specific area or business process. The procedures are designed and agreed upon by the client and an appropriate third parties

Getting your affairs in order leads to security for your beneficiaries—and peace of mind for you. Transfer assets to your beneficiaries in a stress-free manner with assistance from our estate planning and tax professionals. Benefit from expert guidance in your estate, trust or gift return preparation, and get recommendations for reducing or even eliminating tax due. We’re here to help you in all areas of your estate and trust tax needs: Gift Tax Return Fiduciary Tax Returns Estate Income Tax Returns

We’re willing to bet that doing your taxes isn’t your favorite pastime. And, frankly, that’s why we’re here. Our individual tax services range from tax preparation and tax planning strategies to IRS representation. We start our process by getting to know you, which gives us the insight we need to guide you toward your goals. From there, we devise tax planning strategies to minimize your current and future tax liabilities, helping you keep more of your hard-earned dollars in your pocket. Our individual tax services include: Tax preparation Tax planning IRS and state controversy representation Residency issues You don’t have to fret about the ins and outs of tax law developments—that’s what we’re here for. And if you should need it, we can work on your behalf to iron out any issues you may face involving state and federal tax agencies.

With JAK on board, you stay focused on what you do best. As a business owner, your to-do list may seem like it never ends. But there’s one item you can go ahead and cross off: your corporate taxation. Expect our team to provide constructive solutions for all entity types Our business tax services include, but aren’t limited to: Business tax compliance and planning Business succession planning Cost segregation studies Employee benefit plan reporting and compliance Mergers and Acquisitions Sales and use tax reporting and planning Research and development studies Accounting methods Regardless of your entity type, our professionals can help with tasks such as business tax preparation, tax planning, and will provide IRS representation should you need it.

Meaningful, well-organized financial records are the foundation of a successful operation. Without them, a business can easily find itself with cash-flow troubles. JAK’s professionals work as a part of your team to manage day-to-day small business accounting and bookkeeping tasks to keep your organization on track. We can also forecast and evaluate your company’s financial condition, determine financing requirements, and track cash coming in and going out. Our accounting services offer a wide variety of solutions that can be tailored to your needs, including, but not limited to: Sales tax reporting Accounts payable and receivable processing Bank statement reconciliation Financial statement processing Budgeting and forecasting Cash flow analysis QuickBooks assistance from a certified ProAdvisor Sage 50 and other software assistance

The power of collaboration. With a solid background in tax and other financial matters, our business and tax consultants can take care of the issues keeping you awake at night. Let us support the next big thing for you or your business with a full lineup of succession, financial and retirement planning services that includes the following: Management Advisory Services Even the most qualified managers can benefit from competent, objective feedback. As your advisor, we help you develop long-term strategies that keep your business moving ahead. Business Entity Selection Deciding on a business entity type isn’t as glamorous as deciding colors for your logo, but it’s just as important. The entity you choose—whether it’s an “S” corporation, LLC, or sole proprietorship—comes with longstanding tax implications, both good and bad. Our tax consultants can help you evaluate the pros and cons of each one, so you can choose the most advantageous entity type for your business. Business Succession Planning Deciding to remove yourself from your company’s day-to-day operations isn’t easy, especially if you’re unsure of how to coordinate the transition. The JAK team can help you address complex issues surrounding business continuation while providing you with a strategic plan for a successful transition. Financial Planning A properly structured financial plan is key to overcoming the financial challenges present in each stage of life. Through our financial planning process, we assess your needs and design a plan for reaching your goals and strengthening your financial security. Retirement Planning Implementing and periodically reviewing your financial plan is key to securing your financial independence for years to come. Our team can help you set goals for retirement and design a path for getting there.

Cyber Solutions, LLC Through Cyber Solutions, LLC, a division of JAK, we can help you keep your technology systems and applications running as smoothly as possible. With the ability to provide server and workstation management, local help desk support, backup and disaster recovery, and cloud services, we can optimize, maintain and protect your systems. Construction Solutions, LLC For our clients within the construction industry, we offer ComputerEase Software implementation, training and support through Construction Solutions, LLC, a division of JAK. ComputerEase offers an easy-to-use job costing and project management solution that can be fully integrated with Microsoft Office. Our construction-focused CPAs provide training and support on site, online or over the phone. Webinars and classroom sessions are also available for various training programs.