Trusted Local CPA

Your Money,
Simplified.

Tax prep, bookkeeping, and financial clarity — delivered with a personal touch right here in White Bear Lake. No jargon, no stress, just results you can count on.

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CPA Licensed
White Bear Lake, MN
Years of Experience
Professional accounting office with organized desk and calculator
Tax Season Ready File with confidence
What We Offer

Financial Services Tailored to Your Needs

From individual tax returns to full-service bookkeeping for your business, we provide comprehensive financial solutions with the personal attention you deserve.

Tax Preparation

Personal and business tax returns prepared accurately and on time. We maximize your deductions and keep you compliant — stress-free.

  • Individual & Business Returns
  • Estate & Trust Filings
  • IRS Representation

Bookkeeping

Keep your finances organized all year long. We handle the day-to-day numbers so you can focus on running your business.

  • Monthly Reconciliations
  • Accounts Payable/Receivable
  • Financial Statements

Financial Planning

Strategic guidance to help you make informed decisions about your money — whether it's saving, investing, or planning for the future.

  • Budget Development
  • Cash Flow Analysis
  • Goal-Based Planning

Payroll Services

Streamlined payroll processing that keeps your team paid on time and your filings in order. No more end-of-month headaches.

  • Payroll Calculation
  • Tax Withholdings
  • Year-End W-2s & 1099s

Business Advisory

From startup formation to ongoing financial strategy, we help business owners make smarter decisions with real data and expert insight.

  • Entity Selection & Setup
  • Profitability Analysis
  • Growth Strategy

Consultation

Not sure where to start? Book a one-on-one consultation and we'll walk through your situation and recommend the right path forward.

  • Free Initial Assessment
  • Custom Recommendations
  • Ongoing Support
Kristi Seifert CPA professional portrait
CPA Licensed
About Us

A Local CPA Who Actually Cares

Hi, I'm Kristi Seifert. I founded my practice with a simple belief: financial services should feel personal, not corporate. When you work with me, you're not a client number — you're a neighbor.

Based right here in White Bear Lake, I've spent years helping individuals and small businesses navigate taxes, bookkeeping, and financial planning with confidence. I take the time to understand your unique situation and explain things in plain English — no confusing jargon, no pressure.

Personal Attention Every client gets direct access to me — no runaround.
Clear Communication I explain the what and the why behind every decision.
Trusted & Accurate Licensed CPA with a track record of precision and integrity.
Why Choose Us

The Difference Is in the Details

Here's what sets our practice apart from the big-box accounting firms.

01

You Talk to Your CPA

No call centers, no generic support tickets. When you call, you reach me — directly, promptly, and with someone who knows your file.

02

Flat-Fee Transparency

Know what you'll pay before we start. No surprise charges, no hourly billing games. Just honest, upfront pricing.

03

Local & Accessible

Right here on East County Road E in White Bear Lake. Swing by for a coffee and a conversation anytime during business hours.

04

Year-Round Support

Tax season is just one part of the year. We're here 12 months a month for bookkeeping, planning, and whatever comes up.

How It Works

Simple Steps to Financial Peace

Getting started is easier than you think. Here's what to expect from your first visit to working with us long-term.

Reach Out

Give us a call or send an email. Tell us a bit about what you need — we'll suggest the best way to move forward.

Free Consultation

We'll review your situation, answer your questions, and lay out a clear plan with transparent pricing — no strings attached.

We Get to Work

Whether it's your tax return, monthly bookkeeping, or a financial plan — we handle the details so you don't have to.

Done & Confident

Receive your completed work with a clear explanation. File with confidence, sleep soundly, and focus on what matters to you.

Ready to Take the Stress Out of Your Finances?

Whether it's tax season or you need ongoing bookkeeping help, we're here for you. Let's chat — your first consultation is on us.

Book Your Free Consultation Call 651-773-7545
Get in Touch

Let's Start a Conversation

Have questions about our services? Want to schedule an appointment? We'd love to hear from you. Reach out however is most convenient — we respond promptly.

Office Address 1895 E CO Rd E
White Bear Lake, MN 55110

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