MNCPA Tax Conference

Exhibitors & Sponsors

Find out how your company can get involved whether you choose to be in person or have a virtual presence at the TAX22.

Exhibit & sponsor

Program advertising

Your business needs "code-breaking" tools. Our exhibitors and sponsors have solutions to help you and your business CRACK THE CODE at TAX22!

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1 Riverway, Ste. 1580
Houston, TX 77056
Phone: 832-413-6139

Company Description:

ABGi USA is the United States headquarters of ABGi Group, a worldwide firm dedicated to innovation. At ABGi Group our goal is to help clients accelerate innovation and business expansion around the world by minimizing their tax liabilities.

We specialize in highly technical and legally based tax credits for all companies of varying sizes. With over 35 years experience we are your source for the highest level of specialized tax credits and deductions, while at the same time ensuring complete compliance with our specific areas of the tax code. We are a global group with headquarters in France, Brazil, United Kingdom, Canada and the USA and additional satellite offices around the world. ABGi Group is your global tax incentives provider.

Products: R&D tax credit service provider

Door prize: $75 Galaxy Golf gift card

AMBA (formerly Mercer Health & Benefits) - MNCPA partner

333 South 7th St., Ste. 1400
Minneapolis, MN 55402
Phone: 612-642-8642 or 800-328-4671

Company Description:

AMBA (formerlyMercer Health & Benefits LLC) 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


Products: MNCPA member insurance benefits like Accountants Professional Liability Insurance, Cyber Liability Insurance and much more

Door prize: $75 Amazon gift card

Bethel University

3900 Bethel Dr.
Saint Paul, MN 55112
Phone: 651-638-6400

Company Description:

Bethel’s MBA program offers unique opportunities for those with master's level professional certifications. For example, if you are a certified public accountant (CPA), certified financial planner (CFP), project management professional (PMP), or other certified professional you can take your career to the next level with an MBA to gain valuable business and leadership experiences.

How does it work?

If you have a professional certification such as a CPA, CFP, or PMP, you can start your MBA journey at Bethel with nine credits, meaning you won’t have to take three courses—a savings of $5,850. This is a great opportunity for professionals like you to earn an MBA with a Management Concentration faster, giving you the opportunity to gain skills and experience to help you move into key leadership and executive roles.

Products: Graduate programs in business and leadership

Door prize: Gift basket

Choice Bank

2640 Eagan Woods Dr.
Eagan, MN 55121
Phone: 651-289-2222

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: Business banking services for financial professionals

CPACharge - MNCPA partner

3700 N Capital of Texas Hwy., Ste. 300
Austin, TX 78746
Phone: 855-656-4684

Company Description:

CPACharge is trusted by your CPA society as the best modern online payments solution for CPAs, giving you a professional way to accept credit, debit and eCheck payments in your office or online, with no equipment or swipe required. Give your clients the convenience of paying with the click of a button, while you get full daily client payment deposits, complete transaction details and robust reporting to make reconciliation a breeze. Our system is PCI Level 1 compliant, which means payment data stays safe and private.

Products: Online payment solution exclusive to MNCPA members

Door prize: Bose headphones

Dell Technologies - MNCPA partner

1 Dell Way
Round Rock, TX 78682
Phone: 512-513-0037

Company Description:

Virtual only
Dell Technologies gives your company or CPA firm access to comprehensive technology solutions to help you grow and scale your business. Dell Technologies has partnered with the Minnesota Society of CPAs to give members exclusive offers, access to dedicated tech advisors, and free on-site technology audits. We are here to provide information on equipment such as laptops, desktops, peripherals, storage, security & networking. 

Products: Technology discounts for MNCPA members

Drake Software

235 East Palmer St
Franklin , NC 28734
Phone: 828-349-5700

Company Description:

Drake Software is a top-tier provider of professional tax preparation software. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Our customers know they can rely on Drake for comprehensive product excellence and value.

More than 70,000 tax professionals nationwide use Drake. This year, Drake has processed nearly 39 million federal and state returns.

Products: Tax software for e-filing federal and state returns

Door prize: $100 Amazon gift card


8500 Normandale Lake Blvd Ste 300
Bloomington, MN 55437
Phone: 612-915-0016

Company Description:

Our tagline, HR that Makes a Difference, defines what we do. It emphasizes that human resources is a key driver of growth and contributes to a business’s bottom line. This is what sets Insperity apart.

And in today’s changing business environment, it’s our privilege to take care of an organization’s most valuable asset: its people.

Products: HR solutions

Door prize: Apple AirPods Plus


1132 S. Wabash Ave., Ste. 302
Chicago, IL 60605
Phone: 312-645-6006

Company Description:

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.

Session B3 - Monday, Nov. 14, 9:20 - 10:35 a.m.
R&D Credits and Green Building  Incentives

Products: Tax credits, incentives and cost recovery

Door prize: $100 Amazon gift card

Mairs & Power

332 Minnesota St Ste W-1520
St. Paul, MN 55101
Phone: 651-294-8309

Company Description:

Mairs and Power is an SEC-registered investment advisory firm and is Minnesota's oldest investment firm under private ownership and management. All investment decisions are made by the firm’s investment managers who, along with the other members of the Investment Committee, collectively have more than 200 years of investment experience. These professionals work collaboratively, leveraging their combined experience for the benefit of shareholders and clients.

Products: Financial investment firm

Door prize: Minnesota Survival Package

Minnesota Center for Employee Ownership

1420 8th Ave. N.
St. Cloud, MN 56303
Phone: 763-639-4111

Company Description: The Minnesota Employee Ownership Center (MNCEO), a member of the Employee Ownership Expansion Network of state centers, serves the entire state of Minnesota as the central hub for free, unbiased information on employee-ownership. Its primary mission is to educate business owners and their advisors on the benefits of employee ownership. MNCEO provides resources, case studies, articles, and a list of service providers who can assist with employee ownership transitions.

Products: Employee ownership education for business owners and CPAs who serve them.

Door prize: $75 Amazon gift card

Minnesota Department of Revenue

600 N. Robert St.
St Paul, MN 55101
Phone: 651-556-6622

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!

Minnesota Society of CPAs

1650 W 82nd St Ste 600
Bloomington, MN 55431
Phone: 951-831-7207

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.

Choosing to belong to the MNCPA speaks volumes for what you want the accounting profession to be. We – collectively – are the MNCPA. And together, we make a difference.

Visit the MNCPA during TAX22 to learn more about:

  • CCH Tax Resources
  • Tax podcasts
  • Young Professionals Group
  • Free CPE opportunities
  • Changes to the CPA exam


Products: MNCPA member benefits

MS Consultants LLC

100 Corporate Pkwy., Ste. 200
Buffalo, NY 14426
Phone: 757-705-6264

Company Description:

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.

Session I3 - Tuesday, Nov. 15 , 10:55 a.m. - 12:10 p.m.
2023 & Beyond: Sections: 1245/1250/1231: Gains, Property Sales/Gains & Planning

Products: Cost segregation and energy-efficiency studies

Door prize: Yeti Hopper Flip Soft cooler

Newgate School

2900 E. Hennepin Ave.
Minneapolis, MN 55413
Phone: 612-378-0177

Company Description:

Newgate is a non-profit 501(c)(3) automotive technical school located in the Twin Cities. We offer tuition-free auto body and auto mechanic training for low-income young adults using donated vehicles from the community.

Vehicle donations provided by your clients are tax deductible and Newgate strives to maximize deductions for every donor. We take any vehicle brought to the school regardless of condition and will tow many vehicles free of charge. Clients who want to avoid the hassle of selling or trading in a vehicle, have a car in the shop that isn’t worth the repair costs or want to support a local charity can donate their cars, trucks or SUVs to Newgate School and receive a tax deduction if they itemize their taxes.

Products: Tax deductions for vehicle donations that support tuition-free automotive training for underserved young adults in our community.

Payroll Vault

1407 NW 4th St
Grand Rapids, MN 55744
Phone: 218-301-0804

Company Description: When you employ your local Payroll Vault, you access a dedicated team to ensure you are compliant, and gain access to our suite of services that guarantee you are supported with cutting-edge technology solutions to make your payroll processing simple and secure. Our commitment to help businesses succeed, combined with our unparalleled customer service, allows us to successfully customize and highly personalize your service. We can assit you with the following services to help your business:

  • Payroll
  • HR outsourcing
  • Timekeeping
  • Workers compensation
  • 401(k)
  • Health insurance
  • Merchant services
  • Early pay
  • Background and drug screening
  • Labor law posters

Products: Payroll and other HR and employee services

Door prize: Gift basket

Saint Paul & Minnesota Foundation

101 5th St E Ste 2400
St. Paul, MN 55101

Company Description:

The Saint Paul & Minnesota Foundation is a statewide community foundation that serves all of Minnesota. We got our start in Saint Paul in 1940, and today we steward nearly $2 billion in charitable assets for community good.
Guided by our aspiration, purpose and core values, we work every day to inspire generosity, advocate for equity and invest in community-led solutions. We are proud to invest in community-led solutions. 

Each year, alongside our donors, we make over 8,500 grants to the nonprofit community. We also collaborate with communities in identifying, convening around and advocating for critical issues that affect the world today.

We bring together donors, nonprofits and community members to address some of the biggest problems facing Minnesota communities. We inspire generosity, advocate for equity and invest in community-led solutions to make Minnesota better for all who call it home.

Products: Philanthropic Services

Door prize: $75 Handsome Hog restaurant gift card

Sales Tax and More

519 E Interstate 30 #1012
Rockwall, TX 75087
Phone: 972-234-9622

Company Description:

Sales Tax and More is a full-service consulting and solutions firm with a passion for state tax. Our team is comprised of CPAs, former state auditors, and other seasoned professionals. We offer services in all 50 U.S. states, Canada, and U.S. territories.

Products: Full-service consultant and solutions sales tax firm

Door prize: $150 Amazon gift card and a free consultation

SharePoint Credit Union - MNCPA partner

5300 Hyland Greens Dr.
Bloomington, MN 55437-3933
Phone: 952-930-0700

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.

Products: Credit union membership for MNCPA members

Door prize: Gift basket

Sit Mutual Funds

80 S 8th St Ste 3300
Minneapolis, MN 55402
Phone: 612-359-2554

Company Description:

Sit Investment Associates offers no-load mutual funds, collective investment trusts, separately managed accounts and an ETF. The portfolios are managed by experienced teams of managers through our Advisor, Sit Investment Associates, Inc., which was established in 1981. For more information, please contact Steve Benjamin at number above or visit our website.

Products: No-load mutual funds

Door prize: $50 Amazon gift card

Tangible Values

9655 Penn Ave S
Minneapolis, MN 55431
Phone: 800-638-0015

Company Description:

Notepad sponsor
Tangible Values is committed to saving you money when you purchase our products and services to help manage your practice. Whether you buy forms, folders, client newsletters, a website or digital services, marketing materials, or any of our other 1,500 products, we guarantee you the lowest prices on everything in our catalog.

With Tangible Values, you will always receive:


Products: Tax and accounting products

Door prize: $75 American Express gift card


700 Milam St Ste 1300
Houston, TX 77002
Phone: 832-271-4815

Company Description: We take our 15+ combined years of experience in tax consulting services to the table with each and every client. Working for large consulting firms helped us to learn the best processes, but also showed us there's often a lot left on the table when it comes to tax credits. We have found a way to bridge large firm experience with the convenience of software automation. Working with us means you receive the highest possible tax credit amount and audit-proof paperwork without cutting any corners or sacrificing your time. 

Products: Tax credit software

Door prize: Apple AirPods

Tech Guru, LLC

79 13th Ave NE, Ste 208
Minneapolis, MN 55413
Phone: 800-692-6096

Company Description:

Most IT firms are generalists who work with all types of companies. We specifically serve accounting firms. We understand your needs, have a deep knowledge of the software you use to run your business, and understand how different tools impact your workflows.

We have been providing IT support for over 18 years, solving technology challenges for businesses like yours nationwide. We are your technology consultant, installation specialist, and service desk all in one.

Whether you need help deciding on new technology investments or support with your current tech, we can help you run your business more efficiently by improving your technology.

Tech Guru gives you the peace of mind that your tech is secure, supported, and fully utilized so that you can spend your time working to grow your business.

Session L3: Tuesday, Nov. 15 - 3:45 - 5 p.m
10 Simple Steps to Stay Ahead of Today’s Technology Security Threats

Products: IT for accounting firms

Door prize: $75 Amazon gift card


Minneapolis, MN
Phone: 651-788-2166

Company Description: TriNet is a professional employer organization, or PEO, that provides small and medium-size businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology. From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.

Products: PEO- Professional Employer Organization- HR/Benefits/Technology

Door prize: Logoed Patagonia jacket

University of Minnesota - Masters of Business Taxation

321 19th Ave S., Ste. 3-110
Minneapolis, MN 55455
Phone: 612-624-8515

Company Description: As one of the top graduate tax programs in the nation, the Carlson School Master of Business Taxation Program brings together world-class faculty boasting a wealth of industry experience and a thriving local business community to create a career-shaping experience for students.

Products: Graduate Master of Business Taxation program

Door prize: $100 gift card

Wagner Tax Law

8500 Normandale Lake Blvd., Ste. 960
Bloomington, MN 55437
Phone: 952-921-2109

Company Description:

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.

Session E3: Monday, Nov. 14 - 2:10 - 3:25 p.m.
Overcoming the Courtesy Disconnect: Resolving Tax Controversies with the IRS

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

Door prize: Apple Watch Series 7

West Bend Mutual Insurance

1900 S 18th Ave
West Bend, WI 53095
Phone: 800-236-5010

Company Description:

A proud supporter of the MNCPA - West Bend Mutual Insurance Company, headquartered in West Bend, Wisconsin, provides property/casualty insurance products throughout the Midwest. The company offers a broad personal lines coverage package, a full range of commercial products and services, and insurance for specialty lines. West Bend employs more than 1,000 associates and is represented by approximately 1,200 independent insurance agencies throughout Wisconsin, Illinois, Iowa, Minnesota, Indiana, Ohio, Michigan, Missouri, Kansas, and Kentucky. The company has been rated A (Excellent) or better by A.M. Best since 1971 and is consistently ranked at the top of a nationwide ease-of-doing business survey.

Products: Discount on home and auto insurance for MNCPA members

Door prize: Portable car jump starter kit