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2610 University Ave W Ste 450
St. Paul, MN 55114-1055
Phone: 651-287-0187
Fax: 651-287-0190
Web: http://www.accountabilitymn.org
Company description: AccountAbility Minnesota (AAM), a community-based nonprofit organization, is celebrating its 38th year of providing free tax and financial services to low and moderate-income taxpayers and sole proprietors in the Twin Cities' area and across Greater Minnesota. In 1971, AAM's Taxpayer Services programs were established with the belief that an individual's access to tax assistance and, by extension, important financial supports applied for through a tax return, should not depend solely on his or her ability to pay for such services.
Highlights of 2009 Statewide Accomplishments:
- 17,000 low-income taxpayers received free tax assistance
- $28.8 million in cash refunds returned to low and moderate-income Minnesota families
- 700 volunteers gave 20,500 hours to prepare over 37,400 tax returns
Products: Volunteer opportunities for MNCPA members
Contact: Beth Albrecht
Phone: Ext. 103
E-mail: Ealbrecht@accountabilitymn.org
4530 W 77th St Ste 240
Edina, MN 55435-5091
Phone: 952-920-5287
Fax: 952-920-5305
Web: http://www.aca-accountants.org
Company description: ACA is a program supported by the MN Society of CPAs that provides peer support, assessment, consultation and referral to accountants, their families and colleagues who are affected by addiction.
Products: Recovery services for accountants
Contact: Diane Naas
E-mail: DianeNaas@aca-accountants.org
12600 Whitewater Dr Ste 100
Minnetonka, MN 55343-9450
Phone: 952-945-0200
Fax: 952-945-9477
Web: http://www.associatedfinancialgroup.com
Company description: Associated Financial Group is a multi-line insurance agency with nine offices located throughout Wisconsin and Minnesota. We have grown to be the 43rd largest agency in the United States by providing exceptional employee benefits, retirement plans, benefits administration services, property/casualty insurance, workers' compensation insurance, individual personal insurance, as well as homeowners and auto insurance. Associated Financial Group is part of Associated Banc-Corp, a diversified multi bank holding company.
Products: employee Benefits, business insurance, HR solutions
Items at booth: Band-aid dispensers
Giveaways: AFG Cooler
Contact: Erik Hinz
8100 Cedar Ave S
Bloomington, MN 55425-1803
Phone: 952-854-1700
Fax: 952-814-5899
Web: http://www.accountant.adp.com
Company description:
Preferred Payroll Service Provider of the MNCPA
As a member of the Minnesota Society of CPAs, you are entitled to these valuable benefits from ADP:
Free payroll for accounting firms
Discounted payroll services for the clients of accounting firms
A 30% discount on more than 200 accounting books from CCH, a Wolters Kluwer business
A free subscription to ADP's HR Helpdesk, a service that provides online and phone support for HR-related questions for you or your clients
Free access to BNA payroll tax & HR research, along with their interactive forms library
Free and discounted CPE courses are available through our partnerships with CCH, a Wolters Kluwer business, and SmartPros.
Please visit our website for more information regarding our products, services and tools designed specifically for accountants and their clients.
Products: Payroll & Tax Filing, Human Resource Management
Items at booth: Pens, notepads
Giveaways: Gift Card
Contacts: Scott Poeschl, 952-814-5854
E-mail: Scott_poeschl@adp.com
2305 Waters Dr
Mendota Heights, MN 55120-1163
Phone: 651-686-2986
Fax: 651-686-4466
Web: http://www.blytheco.com
Company description: Blytheco's Minnesota (Mendota Heights) office provides MAS 90, MAS 500 and all Sage Software products to Minneapolis and all of Minnesota. Blytheco implements and supports the following Sage Software: MAS 90, MAS 500, Abra Human Resources and Payroll software, Sage Fund Accounting and Fundraising Software, SalesLogix CRM, Sage BusinessWorks and more. Our national presence allows us to provide highly competitive pricing through unique economies of scale. We provide Sage Software training and have received Sage's Quality Achievement award year after year. Nobody knows more about Sage Software than Blytheco.
Products: Sage Software
Items at booth: Post it notes, notepads, pens
Contact: Judy Peterson
E-mail: Jpeterson@blytheco.com
1801 S Bell St
Arlington, VA 22202
Phone: 651-756-8594
Web: http://www.bna.com
Company description: The largest independent publisher of information and analysis products for professionals in business and government. Specialty areas include corporate law & business; employee benefits; employment & labor law; environment, health & safety; health care; human resources; intellectual property; litigation; and tax & accounting. BNA's full-service research and data division offers custom research, data, and document retrieval services that augment the value of BNA publications.
Products: Tax research services & tax planning software
Items at booth: Pens
Giveaways: Waterman Pen
Contacts: Katie Misukanis, Devin Richards
E-mail: Kmisukanis@bna.com
4056 137th St W
Rosemount, MN 55068-3347
Phone: 952-200-4849
Fax: 888-861-3331
Web: http://www.capitalrgroup.com
Company description: Leading CPA firms are taking a more active role in providing business consulting services to help retain and attract clients. Capital Recovery Group will partner with your firm to help strengthen both your current client relationships and new client opportunities by providing Cost Segregation, Lean Consulting and Property Tax Appeals as part of your business consulting services.
Products: Cost Segregation, Lean Consulting, Property Tax Appeals
Giveaways: Gift Card
Contact: Andy Meisner
E-mail: Andy@capitalrgroup.com
2700 Lake Cook Rd
Riverwoods, IL 60015-3867
Phone: 952-440-9900
Fax: 952-440-9901
Web: http://www.cchgroup.com
Company description: CCH (cch.com) provides leading tax and business law information and software solutions.
CCH products track, report, explain and analyze tax and related law in over approximately 700 publications in print and electronic form for tax, accounting, legal, human resources, banking, securities, insurance, government and health care professionals.
Products: Integrated tax information and software solutions. The company currently publishes print and electronic publications, including IntelliConnect, The Standard Federal Tax Reporter, The U.S. Master Tax Guide and The ProSystem fx Suite software.
Items at booth: Pens, letter openers, mint tins, note pads
Giveaways: $50 American Express gift card
Contacts: Steve Busch, Tim Leary
5500 Wayzata Blvd Ste 910
Golden Valley, MN 55416-3553
Phone: 952-345-4140
Fax: 952-417-9028
Web: http://www.certespros.com
Company description: Certes Financial Pros, a provider of senior level financial staffing to Twin Cities companies needing interim, project, and permanent placement support, is based in Golden Valley, Minnesota. In November 2007, Certes joined the Staffing Now family of companies to become their platform for senior level growth in the finance and accounting market nationally. Staffing Now ranks among the top 100 U.S. staffing companies and was recently named to Staffing Industry Analysts' list of the fastest growing private staffing companies in the U.S. Visit www.certespros.com and www.staffingnow.com for more information.
Products: Sr. Level Financial Staffing - contract, contract to permanent & permanent placement
Items at booth: Pens & drawings for boxes of chocolate truffles
Giveaways: One-week vacation stay in one of Certes' vacation homes throughout the country
Contact: Rhonda Wirtz
Phone: 952-345-4140
E-mail: Rwirtz@certespros.com
2500 Highway 88 Ste 112
Minneapolis, MN 55418-4138
Phone: 612-340-9700
Fax: 612-340-9704
Web: http://www.czconsulting.com
Company description: Computer Zone is a service driven IT consulting company that helps Twin City businesses manage and support their IT operations efficiently and affordably.
Products: IT consulting, support and services
Items at booth: Post-its, letter openers
Giveaways: One free month worth of service or a network health check
Contact: Andrew Ambrose
E-mail: Sales@czconsulting.com
19533 State Highway 371
Brainerd, MN 56401-7298
Phone: 218-824-4900
Fax: 218-824-4948
Web: http://www.convergentrps.com
Company description: Convergent Retirement Plan Solutions, LLC, is staffed with seasoned retirement industry veterans dedicated to helping you and your organization succeed in the fiercely competitive retirement services industry. Working hand-in-hand with you and your associates, we develop tailored solutions that produce measurable bottom-line results through decreased compliance exposure and increased acquisition and retention of retirement plan assets.
Products: Roth conversion optimizer
Giveaways: Roth conversion optimizer
Contacts: Ben Norquist, Mike Book
E-mail: Ben.norquist@convergentrps.com
4600 W 77th St Ste 250
Edina, MN 55435-4910
Phone: 612-209-8519
Fax: 952-829-5337
Web: http://www.csateam.com
Company description: The CSA Team of professionals possess strong, individual expertise in engineering, project management, cost estimating, drafting, accounting and tax law.
In addition to this collaboratively fertile knowledge base, CSA uses a leading-edge, sophisticated software program to compile exacting engineering take-off data from the building plans to produce the most accurate Study possible.
Products: Cost segregation
Contact: Rod Axtell
E-mail: Raxtell@csateam.com
2601 Misson St
San Francisco, CA 94110
Phone: 866-340-5652
Fax: 800-798-0573
Web: http://www.emochila.com
Company description: Emochila specializes in website design and development for CPA firms and accountants throughout the nation. Currently, thousands of CPA and accounting firms benefit from our expertise in website design, our web tools for the accounting industry, and our unique website software. We are committed to creating a 100% unique web design that reflects the professionalism you want your prospective clients to see. We employ San Francisco's top designers from the premier web designing schools to improve your firm's image and represent your professionalism through your website.
Products: Web sites for accountants
Items at booth: Magnets
Contact: Justin Curzi
E-mail: Sites@emochila.com
7600 Parklawn Ave
Edina, MN 55435-5125
Phone: 952-831-6600
Fax: 952-831-1828
Web: http://www.fidelitybankmn.com
Company description: Fidelity Bank is an independent, privately owned business bank founded in 1970. Our clients are our best advertising. Here are the primary reasons they choose Fidelity Bank. We recognize the importance of experience, character and commitment on the part of the principals of the businesses we serve. We are creative and flexible in structuring loans and offer a wider array of services to help you with all areas of financial management.
Products: Banking
Giveaways: $50 VISA gift card
Contact: Steve Stoup
Phone: 952-831-6600
E-mail: Steves@fidelitybankmn.com
801 Nicollet Mall Ste 1900
Minneapolis, MN 55402-2533
Phone: 612-305-2525
Fax: 612-305-2530
Web: http://www.firstexchange.com
Company description: As the national leader, we at First American Exchange have successfully assisted thousands of investors with their tax-deferred exchange transactions. We have the reputation and experience to successfully and safely handle your tax-deferred exchange. From the simplest exchange to the most complex, we have built our reputation on expertise, financial strength, and customer satisfaction. Our experts work with you and your tax advisors to make your exchange transaction as seamless as possible. First American Exchange Company maintains a multi million-dollar fidelity bond and errors and omissions insurance from a leading underwriter.
Products: Qualified intermediary under IRC Section 1031
Items at booth: Note pads
Giveaways: (2) Multi-tools
Contact: Steve Katkov, Esq
Phone: 612-305-2014
E-mail: Skatkov@firstam.com
7 Hanover Square 26th Floor
New York, NY 10004
Phone: 212-598-8130
Fax: 212-598-7038
Web: http://www.360professionalalliance.com
Company description:
360 Professional Alliance helps accounting professionals grow and expand with the backing of the billion dollar infrastructure of The Guardian Life Insurance Company of America. Founded in 1860, Guardian is one of the largest mutual life insurance companies in the United States. Guardian's Group business unit specializes in the small to midsize business market and serves more than 120,000 employers and 7 million employees and their families
Products: Financial services alliance
Items at booth: Key chains, literature
Giveaways: Tiffany Jewelery
Contact: Orly Germano
Phone: 212-598-8130
E-mail: orly_germano@glic.com
4600 W 77th St Ste 105
Edina, MN 55435-4903
Phone: 952-893-1933
Fax: 952-893-1819
Web: http://
Company description: H. Robert Anderson
Giveaways: $50 Office Depot Gift Card
Contact: Theresa Anderson
Phone: 952-893-1933
E-mail: Theresa@hrandersoninsurance.com
2355 JFK Road
Dubuque, IA 52004-0699
Phone: 888-556-0123
Web: http://www.hkfs.com
Company description: Honkamp Krueger Financial Services works exclusively with CPAs to deliver a powerful package of services that combines the CPAs tax expertise and our financial services expertise. This connection helps you integrate tax and wealth management to meet your life goals.
Products: Financial advisers & payroll services
Contacts: James Herrig, 563-582-2855
E-mail: Jherrig@hkfs.com
40 S 7th St Ste 104
Minneapolis, MN 55402-1643
Phone: 612-339-3690
Fax: 612-339-2784
Web: http://www.hunterhamiltonpr.com
Company description: Hunter Hamilton Professional Resources provides senior level permanent and contract finance and accounting consultants with proven industry expertise. At Hunter Hamilton, we achieve results for our clients by drawing on our extensive internal experience with executive placement in the finance and accounting industries. We also maintain a comprehensive understanding of the ever-changing labor market and current industry trends
Products: Contract services, direct hire search, project consulting
Items at booth: Candy Bars
Giveaways: $200 Restaurant gift certificate
1550 American Blvd E Ste 700
Bloomington, MN 55425-3101
Phone: 651-312-8082
Web: http://www.irs.gov
Company description: The IRS is a bureau of the Department of the Treasury and one of the world's most efficient tax administrators. In 2004, the IRS collected more than $2 trillion in revenue and processed more than 224 million tax returns.
The IRS spent just 44 cents for each $100 it collected in 2005.
(Source: Table 31, IRS Data Book: 2005.)
The IRS Mission
Provide America's taxpayers top quality service by helping them understand and meet their tax responsibilities and by applying the tax law with integrity and fairness to all.
This mission statement describes our role and the public's expectation about how we should perform that role.
-In the United States, the Congress passes tax laws and requires taxpayers to comply.
-The taxpayer's role is to understand and meet his or her tax obligations.
-The IRS role is to help the large majority of compliant taxpayers with the tax law, while ensuring that the minority who are unwilling to comply pay their fair share.
Products: Federal Tax Information
Contact: Carole Smith
E-mail: Carole.A.Smith@irs.gov
331 2nd Ave S Ste 540
Minneapolis, MN 55401-2243
Phone: 612-337-6337
Fax: 612-337-6329
Web: http://www.iphouse.net
Company description: ipHouse is the Twin Cities' premier Internet provider. We've designed the ipHouse network and our services to work. No caveats. No excuses. Our skillful engineering, combined with dependable hardware, redundant connections, clustered machines and SAN storage, all located in our secure data center, allow us to deliver the area's most reliable Internet access and hosting.
Products: Application, data hosting and internet
Items at booth: Pint glasses
Giveaways: Amazon Kindle
Contacts: Bil MacLeslie, 612-337-6206
E-mail: Bil@iphouse.net
80 S 8th St Ste 900
Minneapolis, MN 55402-8773
Phone: 612-216-0968
Fax: 612-216-0968
Web: http://www.costsegleader.com
Company description: M&E Cost Segregation is the cost segregation leader due to our unique engineering based approach and our industry leading reports. Our detailed approach allows us to identify the maximum tax benefit with minimum risk. We provide as much detail for the remaining long life assets as we do for the assets that qualify for shorter lives. This provides the opportunity to retire short and long life assets in the years following the study.
Products: Engineering based cost segregation
Items at booth: Notepads
Giveaways: MP3 Player
Contact: Chuck Evans
E-mail: Chuck@costsegleader.com
1501 Hennepin Ave
Minneapolis, MN 55403-1710
Phone: 651-793-1200
Fax: 612-659-7268
Web: http://www.metrostate.edu
Company description: Metropolitan State University - College of Management has nine Bachelor of Science degrees, seven Bachelor of Applied Science degrees, three Masters degree programs and two Masters certificates. We offer the benefits of attending a large university but with the personal touch of a small college. We serve almost 5,000 students a year, but keep our class sizes small: an average of 22 students per section. This small class size leads to a highly interactive and personal learning environment that is difficult to match.
Products: Education - MBA program
Items at booth: Pens, hand sanitizer
Contacts: Dr. Timothy Delmont, 612-659-7248
E-mail: Timothy.delmont@metrostate.edu
332 Minnesota St Ste E200
St. Paul, MN 55101-1349
Phone: 651-259-7114
Fax: 651-296-0050
Web: http://www.uimn.org
Company description: The Minnesota Unemployment Insurance (UI) Program provides a temporary partial wage replacement to those Minnesota workers who become unemployed through no fault of their own. It is an economic stabilizer/stimulator in times of economic downturn and helps maintain an available skilled workforce for employers. The Department of Employment and Economic Development (DEED) supervises and administers the UI program.
Products: Unemployment insurance
Contacts: Gary Johnson, 651-259-7220
E-mail: Gary.C2.Johnson@state.mn.us
500 Lafayette Rd N
St. Paul, MN 55155-4002
Fax: 651-836-1811
Web: http://www.mndnr.gov
Products: Nongame wildlife check off
Items at booth: Posters
Giveaways: Book
Contacts: Lori Naumanni, 651-259-5148
E-mail: Lori.naumann@state.mn.us
600 Robert St N
St. Paul, MN 55146-6000
Phone: 651-296-3403
Fax: 651-297-7430
Web: http://www.taxes.state.mn.us
Company description: The Minnesota Department of Revenue manages the state's revenue system. We administer 28 different taxes, collecting over $12 billion annually. This money funds education, local government aid, property tax relief, social service programs, highways, and other state programs and operations.
Products: Minnesota tax resources
Contact: Theresa Gust
Phone: 651-556-6606
E-mail: Theresa.gust@state.mn.us
333 S 7th St Ste 1600
Minneapolis, MN 55402-2427
Web: http://www.mncpa-insurance.com
Company description: Insurance companies have long recognized that individuals who join professional associations are a better risk. MNCPA members therefore receive discount rates. Save time and money with competitive quotes on the following products:
Term life, disability
Auto/home
Professional liability
Business owners package
Workers' compensation
Products: MNCPA Insurance provider
Items at booth: Umbrellas, pens, tool kits
Giveaways: (2) $25 American Express Give Cards
Contacts: John Collentine, Jenny Hedtke, Darlene Von Arx
Phone: 612-692-7655
E-mail: John.t.collentine@marshpm.com
2900 E Hennepin Ave
Minneapolis, MN 55413-2918
Phone: 612-378-0874
Web: http://www.newgateschool.org
Company description: Newgate is a nonprofit automotive technical school located in the Twin Cities offering auto-body and auto-mechanics training for unemployed or under-employed adults.
Newgate Education Center turns tax-deductible gifts of donated cars into automotive training and social service programs that provide low-income adults in the Twin Cities with training, jobs and transportation opportunities to succeed in their quest for self-sufficiency.
Products: Fair market value tax deductions for car donations
Items at booth: Magnets
Giveaways: (2) $50 gas cards
Contacts: Mike Nesvacil, 612-378-0177
E-mail: Mjnesvacil@newgateschool.org
3455 Plymouth Blvd Ste 200
Plymouth, MN 55447-1551
Phone: 763-557-7118
Fax: 763-431-4422
Web: http://www.onapproach.net
Company description: OnApproach (www.onapproach.net) delivers Business/IT Strategy, Reporting Solutions, and Managed Services that drive measurable business improvement. Unlike conventional services that emphasize solely technology platforms or consulting, OnApproach bridges the gap, providing our clients with practical, analytical, process based solutions that improve decision making and drive business performance.
Products: Business Intelligence
Items at booth: Mint tins
Giveaways: REI gift card
Contact: Paul Ablack
E-mail: Paul.ablack@onapproach.net
1210 Northland Dr Ste 100
Mendota Heights, MN 55120-1181
Phone: 651-365-5060
Fax: 651-365-5080
Web: http://www.paychex.com
Company description: Paychex, Inc. is a recognized leader in the payroll and human resource industry, serving approximately 572,000 businesses nationwide. With president and chief executive officer Jonathan J. Judge at the helm, the Paychex commitment to customers remains as strong today as it was when the company was founded by B. Thomas Golisano in 1971.
Products: Payroll & Human Resource services
Giveaways: iPod Touch
Contacts: Holly Bauers, Mike Grimaldi, Travis Emery
E-mail: Hbauers@paychex.com
6040 Earle Brown Dr Ste 250
Minneapolis, MN 55430-2561
Phone: 763-513-5951
Fax: 763-513-5968
Web: http://www.pcspayroll.com
Company description: Payroll Control Systems (PCS) is a leading provider of payroll, payroll tax, time & labor and human resources solutions in the Upper Midwest. Our team of experienced payroll professionals is committed to service, quality and excellence. It is this ongoing commitment that makes PCS one of the largest and fastest growing independent payroll services providers in the country.
Products: Timeclocks, payroll, HRIS solutions
Items at booth: Highlighters and pens
Giveaways: Best Buy gift cards
Contact: Bob Willbanks
E-mail: Info@pcspayroll.com
5540 Centerview Dr Ste 222
Raleigh, NC 27606
Phone: 877-724-3967
Fax: 919-851-6718
Web: http://www.profitcents.com
Company description: ProfitCents by Sageworks is a web-based application that enables business and financial professionals to provide written explanations of financial statements. The reports use ratio analysis, industry comparisons, and trend analysis to depict the financial health of any business in plain language. ProfitCents also automates analytical procedures and streamlines the pre-audit/review planning and risk assessment process for auditors. Certified Public Accountants use ProfitCents to generate benchmarking results that compares the business against up-to-date Key Performance Indicators (KPI) of other organizations in the same industry. This includes financial analysis of for-profit and non-profit business clients, including plain-language reports, in-depth analytical procedures reports for audits and reviews, and projection/forecast reports.
Products: ProfitCents-Financial Analysis Tools
Contact: Matt Pittman
Phone: 919-851-7474
E-mail: Matt.pittman@sageworksinc.com
7555 Market Place Dr
Eden Prairie, MN 55344-3637
Phone: 952-947-9711
Fax: 952-947-9793
Web: http://www.rja.com
Company description: For more than half a century individuals, families, and businesses have trusted the RJ Ahmann Company to protect them and preserve their wealth. Our employees have the skill and professionalism to accommodate all your insurance needs. As an Independent Insurance Agency, we currently do business with over 50 insurance companies. All of them compete for the privilege of serving RJ Ahmann Company clients.
Products: AICPA endorsed insurance & risk management products
Items at booth: Pens, notepads, sicky notes, highlighers/pens, mugs
Giveaways: Wild Hockey Tickets
Contact: Amy Hairston
Phone: 952-947-9753
E-mail: Ahairston@rja.com
1125 S 103rd St
Ste 100
Omaha, NE 68124
Phone: 720-488-2794
Fax: 720-488-2846
Web: http://www.rhmr.com
Company description: Robert Half Management Resources, a division of Robert Half International Inc. (RHI), is the world's premier provider of senior-level accounting and finance professionals on a project and interim basis. Robert Half Management Resources works with clients in a variety of industries, filling interim positions.
Products: Staffing services
Items at booth: Pens, notepads
Contacts: Jennifer Carlson, 952-831-7240
E-mail: Jennifer.carlson@rhmr.com
20 S 13th St Ste 200
Minneapolis, MN 55403-1917
Phone: 612-230-7256
Fax: 612-230-7299
Web: http://salollc.com
Company description: SALO and NumberWorks are professional staffing solution firms that provide finance and accounting support to businesses in Minneapolis/St. Paul. SALO specializes in senior-level finance and accounting placement both on a project and an interim basis as well as senior-level financial search services. NumberWorks provides accounting professionals at the staff level on a project and interim basis. Founded in 2002 and 2007 respectively, SALO and NumberWorks are among the fastest growing contract staffing firms in the country, and top performers in the Minneapolis-St. Paul area.
Products: Staffing
Items at booth: Putty and pens
Contact: Nance Torrence
Phone: 612-230-7256
E-mail: Nancetorrence@salollc.com
1529 E 46th St
Minneapolis, MN 55407-3668
Phone: 612-722-5166
Fax: 612-722-4628
Web: http://www.etaxsuite.com
Company description: eTaxSuite.com is owned and operated by Sauk Rapids Tax Solutions. We are tax practitioners that have been in the tax business for over 27 years.
Our tax practice is located in Minneapolis, MN. From our small but ever-expanding office we run a variety of integrated businesses:
* A full-service tax practice.
* A full-service print shop.
* A tax information business that serves the needs of fellow tax practitioners (Sauk Rapids Tax Solutions and eTaxSuite.com).
Products: Newsletters, organizers, eTaxSuite
Items at booth: Tote bags
Giveaways: (2) etaxSuites
Contact: Marjorie Bergstrom
E-mail: Bergstrom@bergstromtax.com
8400 89th Ave N Ste 430
Brooklyn Park, MN 55445-1878
Phone: 952-893-0080
Fax: 952-893-0090
Web: http://www.shredit.com
Company description: Shred-it Minnesota is a locally owned division of Shred-it International. Shred-it Minnesota has 26 custom shredding trucks that are used to collect and destroy materials. Nobody has more knowledge and technology to destroy your valuable information. We stand alone in the on site cross cut destruction of paper, electronic media, and hard drives. Shred-it provides the most secure destruction in the industry. Visit our website at www.shredit.com. Shred-it helps to protect the most valuable asset-your name.
Products: On-site confidential document destruction
Items at booth: Pens, ice scrapers, post-its
Giveaways: $50.00 Gift Card
Contact: Cindy Wootten
Phone: 952-893-0080
E-mail: Creinhardt@mn-shredit.com
80 S 8th St Ste 3300
Minneapolis, MN 55402-2206
Phone: 800-332-5580
Fax: 612-342-2111
Web: http://www.sitfunds.com
Company description: Sit Mutual Funds offers eleven no-load mutual funds, including eight equity growth funds and three fixed income funds, from which to create diversified portfolios. The Funds are managed by experienced teams of managers through our Advisor, Sit Investment Associates, Inc., which was established in 1981. Sit Mutual Funds are offered through a number of networks and direct through Sit Mutual Funds.
Products: Mutual Funds
Items at booth: Hand sanitizer
Giveaways: Photo viewer
Contact: Steve Benjamin
Phone: 612-359-2554
E-mail: Spb@sitinvest.com
2459 15th St NW Ste A
New Brighton, MN 55112-5595
Phone: 651-631-4900
Fax: 651-631-9498
Web: http://www.spedco.com
Company description: SPEDCO is a non-profit certified development company whose mission is to help small businesses obtain financing for job creation, to fund business expansion and to promote economic development ithroughout the state of Minnesota and nine counties in western Wisconsin.
As a registered agent of the SBA since 1981, SPEDCO is certified to provide consultation and services to banks and their customers. We provide long-term, fixed-rate loans through the SBA 504 Loan program and also provide 7(a) loan packaging consulting services to banks and their customers.
Products: 504 Loan program
Contact: Steven Wertz
E-mail: Steve.wertz@spedco.com
15105 Minnetonka Industrial Rd Ste 22
Minnetonka, MN 55345-2103
Phone: 866-919-5277
Fax: 952-746-5278
Web: http://www.thetaxbook.com
Company description: Tax Materials, Inc. publishes TheTaxBook, the number one fast-answer tax book series in America! The fast-answer format, individually tabbed index, and client friendly-content allows users of the TheTaxBook to find answers fast. Tax professionals interested in using the most up-to-date and accurate fast-answer tax book available turn to TheTaxBook!
Products: TheTaxBook
Items at booth: Scratch pads, donation trackers & mileage/expense logs
Contact: Joe Meyer
E-mail: Joe@thetaxbook.com
1265 Sportsplex Dr.
Kaysville, UT 84037-3135
Phone: 801-552-8853
Fax: 801-552-8898
Web: http://www.taxworks.com
Company description:
TaxWorks has been in the tax preparation business for 37 years. Started in 1972 as a service bureau, TaxWorks began marketing in-house software for professional preparers throughout the country in 1986. The company now offers an entire library of tax programs as well as paperless office storage solutions. We have software packages for every size office and FREE E-FILING!!
For information regarding our 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, & 5500 programs visit our Web site.
Products: Professional tax software
Giveaways: iPod
Contact: Neil Ward
Phone: 800-230-2322
E-mail: Neil.ward@taxworks.com
445 Lake St E Ste 320
Wayzata, MN 55391-1672
Phone: 952-475-4304
Web: http://www.fa.smithbarney.com/amentgroup
Company description: The Ament Group at Morgan Stanley Smith Barney is experienced in assisting affluent and high net worth individuals through the process of designing, implementing and managing comprehensive wealth management plans and strategies that are tailored to their needs.
We work in a collaborative fashion with CPA's and Estate Planning Attorneys - using an integrated approach to craft thoughtful solutions that are designed with the client's total financial picture in mind.
Products: CPA Professional Alliance Program (PAG)
Customized Business Retirement Plans
AG Income Generation Strategy
AG Wealth Accumulation Strategy
Business Owner Exit and Recapitalization Strategies
Items at booth: Mini Lunch Coolers (1st 50 visitors each day)
Giveaways:
Contacts: Jeff Ament, Dan Ament
E-mail: Jeff.Ament@smithbarney.com
195 Broadway
New York, NY 10007
Phone: 800-605-1242
Web: http://www.ria.thomsonreuters.com
Company description: The Tax & Accounting business of Thomson Reuters is a leading provider of solutions for accounting, tax and corporate finance professionals. At Tax & Accounting, we develop industry-leading software, services and informational tools to enable the customers we serve to take full advantage of advanced technology and streamline their workflow processes. Every day, we fulfill our mission of improving the productivity and profitability of accounting, tax and corporate finance professionals by rethinking traditional processes, leveraging cutting-edge technology and providing the most accurate and insightful research available
Products: Tax & Accounting research software
Contact: Dan McCarthy
E-mail: Dan.mccarthy@thomsonreuters.com
7322 Newman Blvd
Dexter, MI 48130-1557
Phone: 800-968-8900
Fax: 734-426-3750
Web: http://www.cs.thomsonreuters.com
Company description: The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information for tax and corporate professionals in accounting firms, corporations, law firms and government. The CS Professional Suite and Enterprise Suite from Thomson Reuters represent two of the most advanced systems available for accounting professionals. These comprehensive suites incorporate seamless integration, paperless capabilities, and the Internet to enable firms to achieve unprecedented levels of productivity and profitability, while providing the ultimate in service to clients.
Products: Tax and accounting software services
Items at booth: Baseball hats
Contacts: Pam Lambert, 800-968-8900
E-mail: cs.sales@thomson.com
15525 W National Ave Ste 200
New Berlin, WI 53157
Phone: 262-786-8949
Fax: 262-786-8935
Web: http://www.tobincostsegregation.com
Company description: Tobin & Associates is a service provider with the skill, expertise and resources to provide unsurpassed cost segregation studies of new purchased properties. We believe a comprehensive, accurate and supportable cost segregation study has the potential to improve a company or organization's financial standing by making sure all assets are taxed and depreciated in the most beneficial manner.
Products: Cost segregation & 179D energy efficient building deductions
Contact: Fred Stamm
E-mail: Tobinandassociates@sbcglobal.com
14266 23rd Ave N
Plymouth, MN 55447-4910
Phone: 763-205-5712
Fax: 763-205-5697
Web: http://www.udsus.com
Company description: Universal Data Storage US utilizes state of the art proprietary software with encrypted transaction. Experienced management provides clear direction for future growth and stability. Customized Business Solutions for all companies; from the corner deli to the top fortune 100 Companies we have your unique storage solution here.
Products: Electronic data storage
Contact: Emmanuel Sema
E-mail: Sales@udsus.com
321 19th Ave S
Minneapolis, MN 55455-0438
Phone: 612-624-6506
Fax: 612-626-7795
Web: http://www.carlsonschool.umn.edu/mbt
Company description: As one of the top graduate-level tax programs in the nation, the Carlson School Master of Business Taxation program gives students a chance to study with world-class faculty and a group of distinguished professionals who offer real-life experience and in-depth knowledge of the tax industry. The program also benefits from close connections to a thriving business community and attracts highly motivated, talented students who bring a range of experiences to class discussions
Products: MBT Program
Items at booth: Highlighters
Giveaways: Gift certificates
Contact: JoAnn Ash
Phone: 612-624-3320
E-mail: Jash@umn.edu
3312 Broadway St NE
Minneapolis, MN 55413-1709
Phone: 800-325-7000
Fax: 612-378-6655
Web: http://www.ups.com
Company description: The MNCPA has partnered up with UPS to provide our members discounted rate on overnight & second day air shipping.
Our discounted rates are based on average usage. The more you ship, the more you save. There are no obligations to ship, no enrollment fees or contracts to sign. To receive your free account number with UPS: call 1-800-325-7000. As an added benefit, UPS donates a portion of its proceeds to the MNCPA to support valuable programs.
Products: MNCPA discounted shipping & tranportation program for member of the MNCPA
Contacts: Miguel Cintron, 612-378-3436
E-mail: Macintron@ups.com
7001 France Ave S
Edina, MN 55435-3707
Fax: 612-927-1704
Web: http://www.usbank.com
Company description: U.S. Bancorp (NYSE: USB), with $265 billion in assets, is the parent company of U.S. Bank, the 6th largest commercial bank in the United States. The company operates 2,851 banking offices and 5,175 ATMs, and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust and payment services products to consumers, businesses and institutions.
Products: Business products & services
Giveaways: $100 gift card
Contact: Craig Veurink
Phone: 952-927-1277
E-mail: Craig.veurink@usbank.com
2640 Eagan Woods Dr
Eagan, MN 55121-1173
Phone: 651-289-2230
Fax: 651-289-0280
Web: http://venturebankonline.com
Company description: Venture Bank is a community bank, specializing in meeting the banking needs of small to medium sized businesses. We have three locations in the Twin Cities: Bloomington, Golden Valley, and Eagan. Our products include loans, deposits, and cash management services. Exceptional customer service with the delivery of these products is what sets us apart from our competition. Our business clients look to Venture Bank, not only for these products and services, but also as a business resource and advisor for their company.
Products: Small business banking
Contact: Dion Muchow
Phone: 651-289-2222
E-mail: Dmuchow@venturebankonline.com
5500 Wayzata Blvd Ste 190
Minneapolis, MN 55416-3589
Phone: 763-797-9577
Fax: 763-545-7401
Web: http://www.wadefinancialgroup.com
Company description: We devote personalized attention to the complex financial affairs of a select group of successful families. We do the very best to inspire the fulfillment of one's "life purpose", which can transform the wealth produced into a legacy for families and a blessing for others.
Products: Financial Services
Contact: Bruce Primeau
E-mail: Bruce@wadefinancialgroup.com
2010 MNCPA Tax Conference
November 15-16, 2010
Minneapolis Convention Center
tax09 on Twitter
Hear what was discussed at the tax09 sessions you weren’t
able to attend. Share your thoughts with fellow attendees.
Hashtag: #tax09
Second Harvest Heartland fund drive
Find out how your $1 donation can make a big difference for Minnesota families.
Vote for your favorite
t-shirt design
Help us determine what will be the official XTC09 t-shirt.
The winner will be revealed and available to win in the
MNCPA booth at the conference.