My name is M. Lane, and I almost never write reviews--but I'm making an exception because Barton…read moreWalter Krier (BWK) and John@BWK have shown a level of professionalism, expertise, and generosity unlike anything I've experienced. In my opinion, they are among the most exceptional CPA's and Business Advisors in the industry. When I moved to Minnesota in 2023, I contacted BWK to prepare my taxes. From our very first conversation, I was struck by the depth of knowledge and business insight that John had--he is a true expert. During one discussion, I mentioned a business venture from over a decade ago that had resulted in a significant loss, something I had long written off. He listened closely and said he had an idea--unconventional, never attempted before, but potentially viable. What followed was years of dedication and countless hours on his part. His approach was innovative, bold, and far beyond the standard playbook. His commitment never wavered. The level of effort he put in exceeded the work of ten CPA's I've dealt with in the past. The result? I recovered over half a million dollars from a business that failed in 2012. At 65, this has been one of the most unexpected and meaningful outcomes of my life. BWK treated me with genuine care, respect, and concern--like family. I wholeheartedly and without reservation recommend this company. Thank you, BWK, for everything you've done.

One of the best decisions made since my move to MN 25 years ago was going here to have my tax…read morereturn prepared. I'm probably the 1 token Asian in MN that sucks at math (I also can't play the piano or violin) so finding a place that is accurate, fair, and keeps me off the IRS radar has truly been as good as it gets! I have referred many people here over the years and all have had the same experience as me. In fact, after hearing a horror story from my parents when they retired about a CPA that did their tax return for a massive sum, I started having them send their info here and they now swear by Mark Rhode, Dave Schwan and their staff of competent accountants all while cutting their tax prep fees by about 60%! Pretty amazing when they live in another state and conduct their tax prep all by snail or email. For my tax prep fee, I receive an accurate, legal, and timely return, good advice, a fair price, referrals to other competent financial management professionals, and the ability to contact them throughout the year when various questions come up that might affect my tax situation. I don't get nickled and dimed for every question, phone call or email that I initiate and in the 2 or 3 years where there has been an IRS inquiry about a discrepancy, the Rhode, Schwan and Co. professionals have handled the correspondence and explained it all to the feds on my behalf. They are worth every bit of the affordable fee they get because the IRS has backed down each time and I am not behind bars. :) In fact, I am most impressed that they have never looked to take shortcuts or encouraged any type of behavior from me that would be frowned upon by the authorities. I believe in paying my fair share but not a penny more and that is exactly what I get when my tax return is prepared here. Guaranteed, they have my tax business and referrals for life!

Terrible client communication. Malpractice level of attention to client taxes. Failed to advise on…read moreappropriate tax withholding. Failed to reply in any way to numerous emails and calls, I'm a legal professional myself and cannot fathom treating a client in this pricessionally negligent manner.

Relationships and business acumen from years of quality service meets cutting edge technology and…read moreindustry changing leaders. Every experience I have had at Lurie has been educational and business enhancing.

Jordan's got a wealth of expertise, and was an excellent source of guidance and education on my…read moretaxes. Highly recommend working with his office!

charles is a nice and approacable guy. I want to go with his agency but unfortunately I am…read morerelocating. I would definitely recommend him.

Charles is VERY trustworthy and really helped me out as I rented a property from far away with a…read morelandlord policy. He also wrote my other policies when I lived in MN! Use him, he is GREAT! I finally sold the house after 8 years so I decided to write him a review!