Retail Financial Services is a tax, accounting and consulting services CPA firm specializing in guiding clients in the retail industry. We began in 2005 and have been fortunate to work with many retailers, as well as many non-retailers, who've seen us grow and expand into our current version. We're working to ensure they'll be around to see us grow into ever expanding editions.
Our professionals have extensive experience in the retail accounting and tax fields, and our focus is on maintaining our client relationships by providing quality technical expertise and expert advice on all aspects of your business.
Our professionals have extensive experience in the retail accounting and tax fields, and our focus is on maintaining our client relationships by providing quality technical expertise and expert advice on all aspects of your business.
Services
A graduate from Augsburg College and a CPA with over 30 years of experience in the retail accounting and tax industry. Mark has also substantially completed the Masters of Business Taxation coursework at the University of Minnesota.
A retail accountant by trade, Mark's interests have evolved into the real estate and service industries, but Mark's talents and passions are best displayed when consulting clients with business successions, mergers, and acquisitions.Mark's knowledge and understanding of business at a high level enables him to consult clients with a unique perspective, one based in tax but with an eye towards overall business analysis.
A retail accountant by trade, Mark's interests have evolved into the real estate and service industries, but Mark's talents and passions are best displayed when consulting clients with business successions, mergers, and acquisitions.Mark's knowledge and understanding of business at a high level enables him to consult clients with a unique perspective, one based in tax but with an eye towards overall business analysis.
RFS' approach to tax services is one centered on the health and sustainability of the client overall, regardless of tax situation. Most of our current tax clients have worked with our professionals for over a decade, and it's a testament to them that we have a business of our own.
With this mindset, we think both short term with the goal of tax minimization and long term with the goal of proper structuring, as well as continuous planning and consulting to meet the needs of our clients.As tax professionals, we perform tax preparation and planning for all income tax returns, from individuals, trusts, and non-profits to business returns such as partnerships and corporations.
With this mindset, we think both short term with the goal of tax minimization and long term with the goal of proper structuring, as well as continuous planning and consulting to meet the needs of our clients.As tax professionals, we perform tax preparation and planning for all income tax returns, from individuals, trusts, and non-profits to business returns such as partnerships and corporations.
A graduate from Augsburg College and a CPA with over 30 years of experience in the retail accounting and tax industry. Mark heads up our CFO services. Beginning as a retail accountant and then branching into tax services, Lance has over 15 years of accounting and tax advisory experience. Kim has devoted her over 30 year career to the tax goals of her clients, and it shows in her meticulous planning and attention to detail.
