Small business tax planning Minnesota

About Ned O'Sullivan, CPA

Owner & Founder

Small business tax planning Minnesota

Why I Chose Tax Strategy

As a Certified Public Accountant with experience supporting a variety of individuals and organizations, I've spent my career helping them navigate complex tax requirements and optimize their financial strategies.

I believe every client — whether an individual or a business owner — deserves more than a once-a-year tax filing. You deserve a trusted advisor who’s there year-round, making sure every decision supports your financial goals.

My vision is simple: Provide comprehensive tax advisory services that keep individuals and small businesses compliant, confident, and keeping more of their hard-earned money.

I Know What Keeps You Up at Night

I understand the challenges of business tax management because I've seen them from every angle. The late nights worrying about compliance requirements. The frustration of learning about tax-saving opportunities after it's too late. The feeling that you're overpaying simply because you don't have strategic expertise in your corner.

My Approach

1

Proactive, not reactive

Instead of waiting for tax season to review your situation, we work together throughout the year to optimize your tax strategy, ensure compliance, and make strategic decisions that save money.

2

Clear and predictable

You'll always know what services you're getting, when you'll get them, and what they cost. No surprises, no hidden fees, no confusion.

3

Strategic partnership

I'm not just your tax preparer – I'm your tax advisor, compliance expert, and strategic partner rolled into one.

Credentials & Certifications

Certified Public Accountant (CPA)

QuickBooks ProAdvisor

Personal Values

When I'm not helping clients optimize their tax strategies, I believe in living with authenticity, courage, and faith—speaking the truth in love and putting family first.

I value honest relationships and clear guidance, both in life and in business. I'm committed to supporting the Minnesota small business community because I believe strategic tax planning builds stronger, more mission-driven, and financially resilient organizations.

In my free time, you’ll often find me spending time with my wife and children, volunteering at my parish or spending time in the Boundary Waters, where I reconnect with what matters most.

Ready to work together?

Let's schedule a tax strategy call and discuss how year-round tax advisory services can save your business money.

Schedule Your Tax Strategy Call