Jon started this accounting business 45+ years ago here in North Branch, Minnesota. He has since retired to split his time between his farm and his vacation home in Texas. We are continuing on his business by keeping the name and offering the same excellent service.

Partner: Mary J. Narcum, CPA

Mary is Jon’s daughter with 25+ years of tax accounting experience.

Mary specializes in S-Corps, partnerships, multi-state returns, and tax planning.

Tax Preparer and Financial Advisor: Wally Narcum, E.A.

Wally is an Enrolled Agent and also provides financial consultations.

Wally specializes in estates, trusts, gift tax, retirement and financial planning.

Tax Preparer: Jeri Lindahl, E.A.

Jeri is an Enrolled Agent and is excellent at answering social security questions.

Jeri specializes in individuals and farms and is a fantastic resource for the client portal.

Drop-off Tax Preparer and Front Office Manager: Scotti Gunderson

Scotti is the utility player. She prepares drop-off returns and assists the front office with clients, phones, tax questions, and e-filing.

Scotti specializes in drop-offs, past year catch up, and general tax guidance.

Front Office Staff

Sherry, Charles, Jadyn, Jack, and Bonnie are our front and back office staff that assist in the drop-off process, e-filing, answering phones, and customer service for clients.