Tax Preparers in Excelsior, Minnesota

Ash Tax Service

★★★★½ (23 reviews)

249 Water St #202, Excelsior, MN 55331

(612) 447-4412

Website: www.ashtaxsvc.com

Hours: {"Friday":["7 AM–7 PM"],"Monday":["7 AM–7 PM"],"Saturday":["7 AM–7 PM"],"Sunday":["7 AM–7 PM"],"Thursday":["7 AM–7 PM"],"Tuesday":["7 AM–7 PM"],"Wednesday":["7 AM–7 PM"]}

Cruz Accounting & Tax Service, Inc.

216 Water St, Excelsior, MN 55331

(612) 249-6877

Website: www.cruzaccounting.com/home.html

Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}

Thomas Stephen a CPA

464 2nd St #200, Excelsior, MN 55331

(952) 474-0787

Hours: {"Friday":["9 AM–4:30 PM"],"Monday":["9 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4:30 PM"],"Tuesday":["9 AM–4:30 PM"],"Wednesday":["9 AM–4:30 PM"]}

About Tax Preparers in Excelsior, MN

Excelsior, Minnesota, is a small lakeside community with a historic downtown and a mix of local businesses, restaurants, and professional services. Many residents work in nearby Minneapolis or run small shops and creative ventures in the area. This blend of self-employment, rental income from lake properties, and investment portfolios can make tax filing more complex than a standard W-2 return.

A qualified tax preparer in Excelsior can help you navigate deductions for home offices, track business expenses, or manage the tax implications of selling a second home. They also stay current on state and federal changes that affect Minnesota residents, such as property tax refunds or credits for energy-efficient upgrades.

When choosing a preparer, look for someone with experience handling self-employment income or rental properties. BeforeTaxUSA.com can help you compare local professionals based on credentials and services offered. Taking the time to find the right fit ensures your return is accurate and complete.

Frequently Asked Questions

What qualifications should a tax preparer have?

At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.

How much does tax preparation cost?

Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.

What documents do I need to bring to my tax preparer?

Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.

BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.

Business owners: to update or remove a listing, email [email protected].

3 Tax Preparers in Excelsior, MN