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Valtinson-Arciero Tax Services
Tax Service: We help you keep more of what you earn. We analyze your situation to ensure you are taking advantage of the latest tax laws and tax saving strategies. 
 
Bookkeeping Services: As a Certified QuickBooks Advisor, we specialize in customizing QuickBooks for your unique needs and help you get the most out of your accounting software.
 
Payroll: We offer an affordable, accurate and timely payroll service. Allowing you to outsource your tax filing and accounting reports and focus on your business.
 
Professional Incorporation: We’ll guide you in choosing the most appropriate business structure that could save you thousands of dollars of taxes every year.
 
IRS Representation: With our record of successfully assisting our clients with IRS issues, you can be assured that you’ll be represented using the highest ethical and professional standard. 
 

Tax services are offered through Valtinson Tax Services, LLC.  Valtinson Tax Services, LLC and Valtinson Financial Services are not affiliated with Woodbury Financial Services, Inc. David Arciero, Terri Metcalf, Bridget Ardoyno, Helen Valtinson, & Justen Valtinson are not registered with Woodbury Financial Services and do not offer securities or investment advisory services.

Larry Valtinson Larry Valtinson, ChFC
Certified Financial Planner™


Larry has been helping his clients meet their financial planning goals for the past 29 years. He has been licensed in insurance and registered for investments since 1984.He attended the University of Minnesota, School of Business. He became a Certified Financial Planner™(CFP®) through the College of Financial Planning in Denver, Colorado in 1989 and a Chartered Financial Consultant (ChFC) through the American College in Bryn Mawr, Pennsylvania in 1995. Larry is an Investment Advisor Representative of Woodbury Financial Services.

Larry@valtinsonfinancial.com

Dave Arciero Dave Arciero, PhD

IRS Enrolled Agent – Admitted to Practice before the IRS

Dave manages the tax practice. He joined the firm in 2012, bringing along 5 years of prior tax preparation experience. Tax and accounting work is a second career for Dave, having worked for over 20 years as a Research Scientist. His Ph.D. is in Biochemistry from the University of Minnesota. Dave took over the management of Valtinson-Arciero Tax Services in October, 2013 and has since become an Enrolled Agent which allows him to represent all taxpayers before the IRS. To become an Enrolled Agent, Dave had to pass a three-part comprehensive test covering Individual, Business and  As an Enrolled Agent, Dave is required to complete 72 hours of continuing education every three years, ensuring that he keeps up-to-date with yearly changes to the tax code.



David@valtinsonfinancial.com
Bridget Ardoyno Bridget Ardoyno, MBA

Bridget has spent the last four of her eight years in the Tax Industry with Valtinson Tax Services.  She oversees our payroll department and assists with tax preparation.  Bridget has a B.A. in Economics received her MBA from the Carlson School of Management in 2006. She is currently working toward her CPA certification. 

Bridget@ValtinsonFinancial.com

Helen Valtinson Helen Zhang Valtinson, CPA, EA, Ph.D.
Certified QuickBooks Online Proadvisor

 

Helen earned her Ph.D in Economics from Moscow State University in Russia and completed additional accounting courses at Carlson School of Management at U of M. Helen has seven plus years working experience in local CPA and accounting firms, reconciling bank statements, generating P&L statements and balance sheets, preparing individual, small businesses and international tax returns. Currently, Helen is an adjunct professor teaching Financial Accounting and Business Taxation at Metropolitan State University and Economics at Brown College.

Justen Valtinson Justen Valtinson

Justen is a staff accountant handling individual, business and trust tax returns, tax filings for payroll clients, and new business registrations. He graduated from Metropolitan State University In 2013 with a BS in Business Administration. He is currently studying to become an Enrolled Agent.

?Justen@ValtinsonFinancial.com
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388 Cleveland Ave. SW | New Brighton, MN 55112 | P: (651) 628-9832 | F: (651) 633-6566
Larry@ValtinsonFinancial.com | Rob@ValtinsonFinancial.com | David@ValtinsonFinancial.com


Securities and investment advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. P.O. Box 64284, St. Paul, MN, 55164 Phone 800-800-2638. Valtinson Financial Services and Woodbury Financial Services, Inc. are unaffiliated entities.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

This website contains content and links to third-party resources. Woodbury Financial Services, Inc. or its affiliates do not endorse or accept responsibility of third-party content. This content has not been reviewed by Woodbury Financial Services, Inc., or its affiliates for completeness or accuracy.

Valtinson-Bruner Financial Services is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, Inc. Member FINRA/SIPC. Insurance services offered through Valtinson Financial Group, LLC and Valtinson-Dahl Insurance Agency, LLC. Tax and accounting services offered through Valtinson Tax Services, LLC. Woodbury Financial Services, Inc. does not provide tax or legal advice. All listed entities are unaffiliated.

This communication is strictly intended for individuals residing in the state(s) of MN. No offers may be made or accepted from any resident outside the specific states referenced.
 


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