Exhibitors & Sponsors

AMBA

4050 NW 114th St Bldg 19
Urbandale, IA 50322
Phone: 800-503-9230
Web: http://www.mncpa-insurance.com

Company Description:

AMBA has been a long-time partner of the MNCPA and has 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:

• Group 10-Year and 20-Year Level Term Life Insurance
• Group Accidental Death and Dismemberment Insurance
• Group Disability Income Insurance
• Long-Term Care Insurance
• Annual Renewable Group Term Life Insurance
• Senior Group Term Life Insurance
• Accountants Professional Liability Insurance
• Cyber Privacy Liability Insurance
• Auto/Home Insurance
• Travel Assistance—AssistPlus
• And Many More!

Happy hour sponsor and MNCPA partner.

Products: AMBA gives MNCPA members access to many A-rated carriers to help protect you both personally and professionally through Professional Liability, Cyber Liability, Business Owners coverage and much more!

Door prize: $100 Visa gift card

Avalara

512 South Mangum St Ste 100
Durham, NC 27701
Phone: 877-224-3650
Web: https://www.avalara.com

Company Description:

For any industry or business size, Avalara can help automate sales and use tax compliance with greater accuracy, easy implementation, and faster ROI.

Products: Indirect tax automation and compliance

Door prize: $100 Amazon gift card

Choice Bank

2640 Eagan Woods Dr.
Eagan, MN 55121
Phone: 651-289-2222
Web: http://www.bankwithchoice.com

Company Description:

We’re here to help businesses succeed. Guided by our People First approach—we’re proud that our roots are local, decisions are local and our leadership is local. From banking to insurance, and succession planning to employee benefits, we focus on building strong relationships with our clients by giving them quick answers, access to decision makers, solutions that actually work for them and a team of experts who genuinely care about their success.

Products: Commercial banking

Citizens State Bank

375 Stateline Rd
Hudson, WI 54016
Phone: 715-377-7015
Web: https://www.csbnet.net

Company Description:

Citizens State Bank is an experienced, community-focused bank proudly serving Wisconsin and Minnesota. As an SBA Preferred Lender, we bring deep expertise in business acquisitions and financing, offering fast turnaround times and local decision-making. Our comprehensive cash management and deposit services are designed to support the unique needs of growing businesses. With a strong commitment to the communities we serve, Citizens State Bank is a trusted partner dedicated to helping local businesses thrive.

Products: Business banking services

GruntWorx, LLC

1 Merrill Industrial Dr
Hampton, NH 03842
Phone: 877-830-6059 ext. 2
Web: https://www.gruntworx.com

Company Description:

GruntWorx is Advanced Automation Technology for 1040 Workflow Solutions, Document Organization and Automated 1040 & 1099-B Data Entry. We pull information from federal forms and import that information into your tax software, for each clients’ return. By giving us part of the daily workflow,

GruntWorx will eliminate manual processes of data entry and organization for preparing tax returns.

GruntWorx will save Tax Experts time and effort, allowing them to focus on the more complex portions of the tax return.
Our technology is affordable and easy to use – helping tax professionals achieve immediate and dramatic improvements in productivity. GruntWorx products require no knowledge of data entry or tax prep, which allows you to hand off the “grunt work” of document organization and data entry to support staff.

Products: Automated tax organization and data entry

Door prize: Drawing for either an iPad or Tablet

Heritage Financial Group, LLC

4647 White Bear Pkwy
White Bear Lake, MN 55110
Phone: 651-453-0336
Web: https://www.heritage-financial.com

Company Description: For over 40 years we have always considered ourselves to be fiduciaries and treated our clients accordingly – long before the term became fashionable.

We believe everyone who is serious about saving and doing the best for their financial situation deserves the help they desire. 

In our experience a client’s attitude, desire and commitment to doing the most with what they have is the greatest predictor of success.

Products: Financial planning, 1031 and QOZ. Also, seeking a CPA or EA

Huntington Bank

11100 Wayzata Blvd
Minnetonka, MN 55305
Phone: 763-232-1217
Web: https://www.huntington.com

Company Description:

Huntington is a full-service banking provider primarily operating across an eleven-state banking franchise of Ohio, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, Pennsylvania, West Virginia, and Wisconsin. Our “Welcome” philosophy centers around deep relationship-building capabilities to best meet each customer’s specific needs. We serve our customers through a banking network of over 1,000 full-service branches, including 11 Private Client Group offices, and over 1,600 ATM locations.

Products: Banking services

Door prize: (2) $50 gift cards

Juno

401 West A St. Suite 200, Office #16
San Diego, CA 92101
Web: https://juno.tax/

Company Description:

One workspace for modern tax prep, review & advisory

Juno is the all-in-one platform that automates data entry, accelerates review, and keeps every return flowing smoothly - so you can work regular hours during peak tax season.

Built by Dave Haase, CPA, Juno connects to your existing tax software in real time, processes and validates source documents, and exports completed forms - all within minutes.

No duplicate data entry, no copy-paste errors, no waiting.

Be sure to sign up to learn how Juno can help your CPA firm with your tax research by attending our Software Showcase: AI Tax Research breakout session on Wednesday, Nov. 19. 

Products: Tax advisor, preparation and review software

KBKG

225 S Lake Ave Ste 400
Pasadena, CA 91101
Phone: 877-525-4462
Web: http://www.kbkg.com

Company Description:

Breakout Session Sponsor

Established in 1999 with offices across the US, KBKG provides turn-key tax solutions to CPAs and businesses. By focusing exclusively on value-added tax services that complement your traditional tax and accounting team, we always deliver quantifiable benefits to clients. Our firm provides access to our knowledge base and experienced industry leaders. We help determine which tax programs benefit clients and stay committed to handling each relationship with care and diligence. Our ability to work seamlessly with your team is the reason so many tax professionals and businesses across the nation trust KBKG.
 
Our Chicago-based Midwest Practice has helped hundreds of Minnesota companies lower their tax liability by implementing the following services:  Cost Segregation, R&D Tax Credit, 45L Residential Tax Credits, 179D Energy Efficient Tax Deductions, IC-DISC and International Transfer Pricing. We are always looking to partner with new tax professionals.

Products: Specialty tax incentives

Minnesota Department of Revenue

600 N. Robert St.
St Paul, MN 55101
Phone: 651-556-6606
Web: http://www.revenue.state.mn.us

Company Description:

The Minnesota Department of Revenue manages the state’s revenue system and administers state tax laws. The department manages over 30 different taxes and collects $26.7 billion annually. The Income Tax and Withholding Division tax professional outreach coordinator, Mark Krause, will be available to talk with you during scheduled break times. Bring us your questions and concerns to engage with us during the conference. We are here to help!

Come early on Tuesday, Nov. 18 and listen to Commissioner Paul Marquart share how the MNCPA and the Minnesota Department of Revenue are working together. He will be available until 1:00 p.m. to answer any questions. 

Minnesota Society of CPAs

1650 W 82nd St Ste 600
Bloomington, MN 55431
Phone: 951-831-7207
Web: http://www.mncpa.org

Company Description:

Belonging to the MNCPA is more than membership. It’s community. It’s cause. It’s commitment. Collectively, it’s what makes a profession so impactful. The MNCPA is the professional home for Minnesota’s CPAs and accounting professionals with CPE savings, professional networking groups, volunteer opportunities, technical resources, career services and a variety of exclusive member savings. We are with you at each step of your career.
 
Not an MNCPA member? Let’s change that. For a limited time, join the MNCPA at half the price. Visit www.mncpa.org/join to join today!

Minnesota Unemployment Insurance

180 East Fith St, 11th Floor
St. Paul, MN 55101
Phone: 651-296-6141
Web: https://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 information

MNDNR Nongame Wildlife Program

500 Lafayette Rd.
St. Paul, MN 55155
Phone: 651-259-5148
Web: https://www.mndnr.gov/nongame/donate

Company Description:

The Minnesota Department of Natural Resources’ Nongame Wildlife Program leads the conservation of Minnesota’s rare and vulnerable wildlife species. However, the program has no guaranteed source of funding and relies on donations to the Nongame Wildlife Fund tax checkoff to support its important conservation work. All donations to the fund are tripled and support Minnesota’s wildlife and natural areas.  
 

Products: Wildlife conservation supported by the Nongame Wildlife Fund tax checkoff

MSC, LLC.

100 Corporate Pkwy., Ste. 200
Buffalo, NY 14426
Phone: 757-705-6264
Web: https://msc.tax/

Company Description:

Bonus Session Sponsor

For more than 25 years, the MSC team has developed long-lasting business relationships based on our unwavering commitment to the best interests of all our clients. We combine impeccable client service with unparalleled real estate tax expertise to deliver a customer experience based on shared trust and mutual success. Our ten offices located throughout the country meet local and national needs with teams of experts in their respective fields.

Products: Cost segregation and energy-efficiency studies

National Tax Group

6801 Lake Worth Rd.
Greenacres, FL 33467
Phone: 561-257-3436
Web: https://www.ntgadvantage.com

Company Description:

Our experience in complex tax incentive programs has made us a valuable partner to all of our clients, and our ability to seamlessly collaborate with every business is the reason why many people trust National Tax Group.

Focusing on the 179D Energy Efficient Tax Deduction, Cost Segregation Studies, Research and Development Tax Credits, and the 45L Energy Efficient Home Credit, our engineers and tax experts have worked on thousands of projects that have resulted in huge monetary benefits for our clients.

Products: Cost segregation, 179D and R & D

Door prize: Bottle of bourbon

Protection Plus

221 Executive Park Blvd
Winston-Salem, NC 27103
Phone: 866-942-8348
Web: https://www.taxprotectionplus.com

Company Description:

Protection Plus provides top-tier tax resolution services, offering up to $1,000,000 in services to resolve IRS notices, inquiries, and audits. With extensive experience in tax resolution, our team of EAs and CPAs work tirelessly to turn worry into peace of mind, ensuring every case is handled with expert care. We partner with tax professionals to offer comprehensive services, including:

• Relief from IRS audit and inquiry headaches
• Tax credit and form assistance
• IRS identity theft restoration
• Tax preparation guarantee
• Tax debt relief and more!

Products: Comprehensive tax resolution services, whether you're facing a routine inquiry or a complex audit

Door prize: Introduction to Protection Plus gift box

Ryan, LLC.

1233 W Loop S Ste 1600
Houston, TX 77027
Phone: 832-607-1749
Web: https://www.ryan.com

Company Description:

We believe in liberating companies from the burden of being overtaxed and freeing their capital to invest in their own tomorrow. Clients should only pay the taxes they absolutely owe—but no more—because the rest fuels their dreams of a better future.

When a company is overtaxed, job growth is underdeveloped, innovation languishes, and growth suffers. What's next and what could be lack the economic fuel necessary to take flight.

Happy hour and WiFi sponsor

Products: Specialty tax incentives, R&D, 179D and cost segregation services

SharePoint Credit Union

5300 Hyland Greens Dr.
Bloomington, MN 55437-3933
Phone: 952-930-0700
Web: http://www.sharepointcu.com/mncpa

Company Description:

SharePoint Credit Union is a local, trusted, not-for-profit member-owned financial cooperative since 1933. We serve the eight-county metro community, including over one hundred businesses and their employees. As a trusted financial cooperative, we provide value, convenience and exceptional service that is unique to each member.  Our profits are re-invested into our membership in the form of better rates, security, and technology.

MNCPA partner

Products: Credit union membership for MNCPA members

Shine Wealth

701 Carlson Parkway Ste 1040
Minnetonka, MN 55305
Phone: 651-200-3800
Web: http://shinewealth.com

Company Description:

At Shine Wealth, we believe financial planning is about more than numbers — it’s about helping families confidently Grow, Give, and Shine. Our mission is to serve as a trusted partner who equips clients to live with clarity, generosity, and purpose at every stage of life. 
 
We take time to truly understand what matters most to you — whether that’s building a strong retirement, funding education, stewarding wealth for future generations, or aligning your resources with the impact you want to make in the world. Through personalized financial planning, investment strategies, and ongoing advice, we help you prepare for both the expected and unexpected, so you can live with greater confidence and peace of mind. 
 
Beyond wealth management, Shine is passionate about giving back. We actively support charitable causes and community initiatives, encouraging clients to explore how their wealth can be a tool for generosity and legacy. 
 
What sets Shine apart is our culture — built on servant leadership, humility, inspiring action, nurturing relationships, and excellent advice. We’re not just here to manage money; we’re here to help you live a life that shines. 

Products: Comprehensive financial planning, investment management, retirement strategies, legacy & charitable planning.

Door prize: Battery power banks

Sunbelt Business Advisors and True North Mergers & Acquisitions

1300 Godward St NE
Minneapolis, MN
Phone: 612-860-0047
Web: https://www.tnma.com/industries/financial-services/

Company Description:

Breakout Session Sponsor

Several of our senior M&A advisors specialize in financial industry M&A trends with expertise in merger strategies for financial institutions, financial M&A market analysis, and acquisitions in financial services. Why go anywhere else when there’s a knowledgeable team at True North Mergers & Acquisitions who can assist you every step of the way?

As your expert guide, we’ll help with a valuation for your business and, based on your specific goals and objectives, provide you with the best options suited for you. Speak with one of our advisors today.

Products: Sell-side business sales

Tech Guru, LLC

1205 French Creek Dr
Wayzata, MN 55391
Phone: 800-692-6096
Web: https://www.techguruit.com

Company Description:

At Tech Guru, we exist to build the accounting firms of the future. We empower our clients with the best technology tools, guidance, support & security to help busy leaders build their ideal firm.

Products: IT for accounting firms

Door prize: Dell 27 Plus 4K USB-C Hub Monitor

Tri-Merit

1051 Perimeter Dr Ste 370
Schaumburg, IL 60173
Phone: 800-624-1076
Web: https://tri-merit.com

Company Description:

Breakout Session Sponsor

Tri-Merit has the technical expertise you need and the flexibility you want.

Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.

Tri-Merit partners with small to midsize business owners, CPAs, and CFOs to reduce tax burdens and boost cash flow through specialized tax credits and strategies.

 

Products: Tax credit advisory services

Wagner Tax Law

7900 West 78th Ste. Ste 350
Edina, MN 55439
Phone: 952-921-2101
Web: https://wagnertaxlaw.com/

Company Description:

Breakout Session Sponsor

Wagner Tax Law provides businesses and individuals with purposeful solutions, dedicated service, and unparalleled expertise to help them address their tax matters with confidence. Our experience makes us a trusted resource for accountants and law firms whose clients need a tax law specialist. Our attorneys have successfully resolved audits, appeals, collection matters, and litigation in the U.S. Tax Court, Federal District Court, U.S. Claims Court, and the Minnesota Tax Court.

 

Products: Provides a collaborative approach to managing your tax controversies.

Wesely & Wesely CPAs

10201 Wayzata Blvd Ste 330
Minnetonka, MN 55305
Phone: 952-525-9630
Web: https://www.weselycpas.com

Company Description:

Wesely & Wesely CPAs specializes in charitable remainder trust tax administration and planning, and charitable tax planning for charitably inclined individuals.  Over the course of decades, we have mastered an efficient system for CRT tax administration providing timely K-1’s and a helpful set of annual reports, all at a reasonable cost.  We often handle CRT tax administration where another CPA handles the rest of the client’s tax needs.  In a time when firms are stretched for resources, we are here to help take one-off CRT and CLT (charitable lead trust) projects off your workload without jeopardizing your client relationship.

Products: Specialists in charitable trusts and all charitable tax planning

Door prize: Gift card to Lake & Irving restaurant

Will Hill Consults, LLC

114 Stuart Rd NE #239
Cleveland, TN 37312
Phone: 734-374-4058
Web: https://willhillconsults.com/

Company Description:

Will Hill Consults is a dynamic coaching and consulting firm that empowers CPA firms to transition from ideas to impactful execution. They help CPA firms operate more efficiently to achieve success. 

They specialize in:

• Business process consulting. (Ex: tax workflow, firm management)
• Outsourced implementation management. (Ex: new software implementation) 
• Firm strategic planning.
• Executive coaching for firm owner(s).

Founded by Will Hill, the company draws upon over 20 years of experience in working with firms to enhance operational efficiency and drive value for their clients. The firm specializes in partnering with organizations to transform concepts into reality, benefiting both the firm itself and its clients.

MNCPA partner

Products: Consulting services to help tax & accounting firms