What to expect from our service...
Personalized "1 on 1" attention.
In depth experience and knowledge of the tax system and planning opportunities.
In depth financial information tailored to each client's needs with no hidden agenda (no product sales.)
About Todd Jon Fogelberg, EA
Todd completes at least 30 hours of CE each year (usually more) in order to keep up with all the changes and latest developments impacting his clients' tax and financial situation.
I specialize in advice, planning and tax preparation for individuals including their small businesses.
University of Minnesota Graduate
B.S.B. - Accounting Class of '83
21 Years with H & R Block (89-10)
8 Years as an "independent". (2010)
Formerly licensed in insurance and securities as a sales rep.
Ways to work with our firm...
Traditional In Office Appointment
Drop Off Service
Mail In Service
Online Secure Portal Service
EA's are licensed by the IRS. As an EA since 1995, I can represent you before the IRS if you need assistance in an audit or dispute with the IRS or State tax authorities. I complete at least 30 hours of continuing education on an annual basis.
Todd works year 'round. Technology keeps him connected after the office closes at the end of May. (Reopens in Jan)
I served about 750 clients in 2018.
Pepper completed his 16th tax season in April 2017. (L)
RIP Pepper April 24, 2017 Age 15 years 4 months.
Sammy completed his 6th tax season in April 2018. (R)
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