Lund Tax & Accounting (LTA) was founded by Diane Lund in 2006. As Lund transitioned to retirement, Kayla Shurson took over ownership in January 2020. Shurson was a previous employee of LTA.
A note from Diane Lund to clients:
As I transition to retirement, Kayla Shurson has taken over ownership of Lund Tax & Accounting. Kayla is very knowledgeable, customer-oriented, and has worked closely with me for over five years. I am confident that our clients will continue to receive high quality tax and accounting services. I advised and supported Kayla and the whole team to ensure that every client has a trusted advisor at our firm who can address their tax and business service needs.
Diane Lund, CPA
Why Lund Tax & Accounting?
Lund Tax & Accounting provides tax preparation services to both individuals and small 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.
We have IRS Enrolled Agents and CPA credentials to assist with your tax needs. What is an Enrolled Agent? Per the IRS, an enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS. Enrolled agents have unlimited practice rights. They are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
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 firm, we 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/
Tax return preparation for individuals (residents and nonresidents), 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. 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.
We are a Certified Acceptance Agent for ITIN applications.
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.
Dawn Erickson, CPA, MBA, has twelve years of public accounting experience and has been preparing taxes for fifteen years. Dawn focuses on business returns and individuals with advanced tax planning. Dawn has been with our LTA Team for three years.
Mei-Chih Kuo, Enrolled Agent, Certified Acceptance Agent, has extensive knowledge of federal and state tax regulations with over ten years of experience in preparing and evaluating tax returns. Mei has a passion for helping small business owners and individuals to manage and grow their financial well-being. She likes to maintain positive relationships with clients. Her expertise is with individual, small business, and nonresident alien tax returns.
Diane Landrum, Registered Tax Preparer, has over twenty years of experience working with individuals and small businesses. Diane enjoys teaching others about taxes and interacting with her clients.
Mimi Nguyen Hammel, Enrolled Agent, is a tax preparer and an Enrolled Agent with fifteen years of tax experience. Mimi's focus has been on individuals, small businesses and financial planning.
Kayla Shurson, Small Business Accountant, has a Bachelor's degree in Accounting and serves as the Senior Accounting Lead in our office. Kayla's focus has been with our local, small business clients. She is knowledgeable in payroll, sales tax and QuickBooks. Kayla can also prepare individual income tax returns. Giving back and supporting the local community is important to Kayla. She volunteers at Echo Church and serves as the Treasurer for Rochester Downtown Alliance.
Mallory Stahl, Certified Acceptance Agent, is currently pursuing her Master’s degree in Accounting from the University of Alabama at Birmingham and has a Bachelor’s degree with honors in Accounting from Winona State University. She helps our small business and non-profit clients with payroll, taxes, and bookkeeping. Mallory also assists individuals in preparing their tax return. Mallory is a Certified Acceptance Agent (CAA). When she isn’t working, Mallory enjoys volunteering with kids ministry at Eagle Brook Church- Rochester and with the Crosswinds Church youth group as a middle school and high school girls’ leader.
Janis Tanner, Enrolled Agent, has sixteen years of tax preparation experience. Janis’ focus is small business, rental and individuals with unique and complex tax situations. Community involvement is important to Janis, having served on the Byron School Board for five and half years. Janis currently volunteers with Project Linus and Channel One.