Lund Tax & Accounting, owned by Diane Lund, CPA, provides tax preparation services to both individuals and businesses. The accounting and tax preparation services we provide are tailored to the unique needs of each client, ensuring high quality reporting and maximized tax returns. We stay well-informed and continually adapt to the ever-changing world of tax law and accounting.
You’ll feel more confident if your tax return is prepared and signed by a C.P.A. We offer you tax advice tailored to your situation and goals. People who prepare their own taxes (even using tax software) often miss deductions and tax credits and lose significantly more in their tax bill than what they “save” by doing it themselves.
If you use a large tax preparation chain, will the same person who prepared your return be there to help you respond to any notices you may receive from the IRS? Remember that notices from the IRS are often received 2 -3 years from the date that the return was prepared. We are available year-round to answer our clients' tax questions.
We are more affordable than the national chains. We have no franchise fees, or royalty payments to a national office, so our overhead stays low. How much do you spend to get your oil changed in a year? Your hair done? Even if you feel fully capable of doing your own taxes, with today’s busy lifestyles, isn’t it worth delegating this task to your accountant?
Especially in this day and age of electronic commerce, internet usage, and identity theft, you want to be sure that your financial information is kept completely confidential. As a small, local CPA, I assure you that your privacy and confidentiality is of utmost importance to us.
*If you are interested in using a secure client portal to send and receive your confidential tax information, please contact us by phone or email and we will get an account setup for you. Note you must have an active email address. Current users: Here is a link to login https://lundtax.securefilepro.com/portal/login.aspx
Tax return preparation for individuals, LLCs, corporations, and trusts.
We try to make getting your taxes done as convenient as possible for you and offer several options:
Simply drop off your paperwork to our office at 3257 19th St. NW Suite 3, (across the street from the new Paws and Claws building). You could also upload to a secure client portal, fax, or mail your papers to us. We will contact you for any further information we may need and to let you know when your returns are complete.
Call our office at 507-206-0677 and make an appointment. For simpler returns, we can often prepare your return while you wait.
ACCOUNTING AND PAYROLL SERVICES
We offer a wide range of affordable options to small businesses and individuals who have household employees such as a housekeeper or nanny.
BOOKKEEPING FOR INDIVIDUALS
We provide bookkeeping/bill-paying service for individuals. We serve mainly elderly individuals who prefer to have someone else watch over their accounts and ensure that their monthly bills are paid on time. They utilize this service to take the pressure off of family and loved ones.
At Lund Tax & Accounting, we are a small office who enjoy working together to meet the needs of our clients. Our hope is that you feel you can speak with any of our staff and they will be able to best direct you based on your needs.
Diane Lund, CPA, has been a tax preparer for thirty years. Diane began her career with Price Waterhouse in Raleigh, North Carolina. Diane earned a Bachelor’s degree with Honors in Accounting from Michigan State University. Diane is certified by the Minnesota Board of Accountancy. An active community member, Diane served on the Byron School Board for 16 years (10 as chair). Diane has also served on the Boards of several other Rochester-area non-profit organizations.
Diane Landrum is a registered tax preparer with over twenty years of experience working with individuals and small businesses. Diane enjoys teaching others about taxes and interacting with her clients.
Kayla Shurson holds a BS in Accounting and has been with us for five years. Kayla's focus has been mainly with our small business clients. She is knowledgeable in payroll, sales tax and QuickBooks. Kayla can also prepare individual income tax returns.
Dawn Erickson, CPA, has fourteen years of tax preparation experience, focusing on business returns and individuals with advanced tax planning. Dawn has been with our LTA Team for three years.
Mallory Stahl is currently pursuing her Bachelors degree in Accounting. Mallory has been training and working alongside our staff to earn tax and accounting experience. She helps our small business clients with bookkeeping, running payroll, sales tax reporting, and is knowledgeable in QuickBooks.