Welcome to Tax Season ! 

Our Services

Tax Preparation

 

With over 90+ years of combined experience let our knowledgeable team prepare your individual, business, estate or trust returns for you.

 

Whether we meet face-to face or use our secure Client Portal to exchange information we'll quickly & efficiently prepare your federal and state returns, and all required schedules.

 

We'll carefully examine your return to insure you're taking advantage of all available deductions and credits, suggest ways you might reduce your tax liability, and after a comprehensive review deliver the results to you for your approval and digital signature.

 

After e-filing, you'll receive notification that your returns have been processed and accepted by federal and state agencies and a final copy of your returns will be made available in our Client Portal.

Tax Planning

 

While decisions are rarely made solely on their tax impact alone, it is important for you to understand the income or estate tax issues and costs involved with those decisions before you make them!

 

Our tax planning services take into consideraration the implications of the individual, investment, or business decisions that can effect your income, your future retirement or your estate and help you become better prepared and informed.

 

Contact us for a consultation or a planning session today!

Client Accounting Services

 

  • Bookkeeping
  • Payroll
  • Quickbooks setup and support
  • 1099 Preparation and filing
  • Business start-up consultation, helping you understand your entity options

Taxes are a royal pain.

Let ROR give you the Royal Treatment.

 

 

 

It is our philosophy that each client who enters our doors ought to leave in better shape. This is our Royal Treatment! Our goal is to not only prepare your taxes quickly and efficiently, but also to help you better your financial position.

 

Your relationship with your tax preparer is an important one. You share a lot of your financial information with us. Beyond preparing your taxes, we pledge to look for opportunities to lower your taxes, increase your retirement savings, lower your risks, maintain a high level of confidentiality, and simply help you plan well.

 

 

Hopefully everyone gets to feel like a queen/king for a day - your choice - either or both!

Let everybody eat cake!

 

a few shiny pearls from our founder, Lee Roehl

 

 

Our Professional Team

 

Our passionate and friendly staff have you covered every step of the way.

Denise Nix, MBA, EA

Enrolled Agent, Partner

E-Mail
 

One meeting with Denise and you'll quickly realize her favorite color is pink, she adores her grandchildren, is an avid scrapbooker and bicyclist, and she  loves to laugh!
 

As an Enrolled Agent, she has earned the privilege of representing taxpayers in front of the IRS. She also sits on the board of the MN Chapter of the NATP (National Association of Tax Professionals)

 

With a vast array of experience and education, Denise is available to help you with your individual, small business, estate, and/or trust returns as well as your business bookkeeping needs.

Matthew Pagel, EA

Enrolled Agent, Partner

E-Mail

Schedule an Appointment


 

Matt earned his AAS in Financial Accounting from Rasmussen College and his BS in Accounting from Colorado State University.

 

For Matt, life has two seasons.  There is tax season and hunting season and he's passionate about both!

 

When not firmly seated in his office chair or in a deer stand, he can be found playing his guitar and checking out the music scene around the cities.

 

Also an Enrolled Agent, Matt focuses on individual, partnership, and corporate returns as well as providing accounting services for small to medium sized businesses.

Michael Ness, CPA

Certified Public Accountant, Partner

E-Mail

Michael is all about his family and resides in St. Louis Park with his wife Megan and two precious and free-spirited daughters Vivian and Dahlia.  

 

Michael has a BS from University of Wisconsin River Falls and a BA in Political Science (a lifetime ago!) from Southern Illinois University in Carbondale.

 

As a CPA, Michael worked as an auditor in Alaska and Minnesota before finding his calling in tax preparation while specializing in small business.

 

When he's not in the office, his life revolves around his darling daughters, deer season/ice fishing, date nights with Megan, and catching an occasional Deftones, Tool, or Jethro Tull show.

Michael Cassidy

CFP® ChFC® APMA® Partner

E-Mail
 

 This bright-eyed kid left Elk Mound in the early 90's and headed west to the grit and excitement of the Twin Cities.  Upon arrival he could be heard to exclaim "Toto, I don't think we're in Wisconsin anymore!"

 

A fierce advocate of the LGBTQ+ community, Mike is a Certified Financial Planner® and a Chartered Financial Consultant® and has been named a Five Star Wealth Manager in Minneapolis/St. Paul magazine numerous years in a row..

 

In addition to these many talents, Mike excels in individual tax planning and preparation, retirement and education planning.

Larry Murphy, EA

Enrolled Agent

E-Mail

Larry has taxes in his blood. He's the son of a tax attorney and grew up watching his father work long hours during tax season.  Somehow, this didn't deter him from pursuing a similar career.

 

Larry has broad tax experience having worked for H and R Block and AdvisorNet Financial Partners as a Tax Specialist. His primary focus as an Enrolled Agent is on his clients and their tax preparation and planning needs.

 

When he's not elbows deep in tax documents you might find him enjoying a round of golf, bicycling around the cities, coaching youth sports, or relaxing in South Minneapolis where he lives with his wife, Ruth, and his two teenage children, Julia and Michael.   

 

Ray Mohr

Sr. Tax Specialist

E-Mail
 

Picture it.. Chicago.. 1995

A handsome young man (no grey hair), leaves his home and takes a job in Canada..well close to Canada.. actually Minneapolis. Pay attention! 

 

After 25 years in the software industry in various management roles, a brief "Raytirement", and housebreaking a black lab puppy it was time to embark on a second career with ROR in 2014.

 

Ray concentrates on tax planning and preparation for individuals, individuals who are self employed, have rental properties and/or small businesses.

 

Off-season, you'll find him tending his yard and garden, working on the family tree or spending lots of time with the love of his life, Tessa, his black lab!

 

Brad Nordgren

Tax Specialist

E-Mail
 

Brad spent his early years in Duluth, MN, growing up on the big lake (Superior). On completing his degree, he spent some time in Arizona and South Carolina before returning home to MN to start a family.

 

After working in restaurant management, bartending at night and staying home to raise his kids, Brad went back to school to add an accounting degree to his skillset.  

 

Pursuing several positions in the accounting field, he realized he enjoyed working with and helping people with their taxes and joined ROR where he specializes in bookkeeping for small business and individual taxes.

 

Away from the office, he enjoys the outdoors - whether its downhill skiing, golfing, hiking, traveling or just hanging out at the lake with his family. 

 

Ben Shannon

Sr. Tax Specialist

E-Mail
 

Ben grew up as the middle child in a a family of 3 boys. Out of high school, Ben tried his hand at culinary arts school, but discovered he really disliked cooking and prefers supporting the local restaurant scene instead.

 

Good thing he was no stranger to the tax profession. His father owned his own tax business and Ben would assist him every tax season. He tookover the business when his dad retired 20 years ago.   

 

After many years of being a sole practioner, Ben was looking for change. He wanted to grow his business and to grow professionally and decided to join us at ROR. 

 

Ben is a past board member of the MN Chapter of the NATP (National Association of Tax Professionals) having served in the position for six years. 

 

August Pagel

Jr. Tax Specialist

E-Mail

 

August (Augie) grew up with his twin brother, Max, his mom, Victoria and his dad, Matt in New Ulm, MN. He attended Mankato State.  As the youngest member of the ROR team he  is excited to be starting his third year as a junior tax specialist. 

 

August has his eyes set on completing a degree in accounting, and becoming a full-fledged Tax Specialist at ROR, with the hope of one day receiving his EA designation.

 

Outside of the office, he likes to surround himself with nature, go camping, attend music festivals around the country and explore the local restaurant and brewery scene.

James Tait

Tax Specialist

E-Mail

Born in Saint Paul, currently residing in Woodbury, James spent his formative years in and around the Twin Cities.

 

James attended and graduated from Mankato State University with a Bachelor's degree in Accounting and started his career working for RSM in Minneapolis. It didn't take long before he realized the corporate tax world wasn't for him.  

 

James joined ROR so he could enjoy a more balanced home /work life that he prefers (at least 8 months of the year) and the flexibility to pursue his passion for travel and the outdoors outside of tax season.  

 

During tax season, James is 100% committed to helping clients with their personal and small business tax needs.

 

We’re just like the fancy tax firms, without the marble walls and walnut floors!

                                    ~Founder, Lee Roehl

What is an EA?

 

An enrolled agent (EA) is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee

 

Closets are for clothes, not people; like bags are for groceries, not tax receipts!

                                    ~Founder, Lee Roehl