Tax Staff

Larry Valtinson, ChFC

CERTIFIED FINANCIAL PLANNERTM

Larry@ValtinsonFinancial.com

Larry has been helping his clients meet their financial planning goals for the past 33 years. 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.

 


Dave Arciero, PhD, EA

Managing Tax Partner - IRS Enrolled Agent

David@ValtinsonFinancial.com

Dave is the manager of 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, & Representation. 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.


Bridget Ardoyno, MBA, EA

Tax Partner - IRS Enrolled Agent

Bridget@ValtinsonFinancial.com\

Bridget has spent the last four of her eight years in the Tax Industry with Valtinson-Arciero Tax Services. She assists with tax preparation. Bridget has a Bachelor of Arts degree in Economics and received her MBA from the Carlson School of Management in 2006. Bridget is an Enrolled Agent which allows her to represent all taxpayers before the IRS. To become an Enrolled Agent, she had to pass a three-part comprehensive test covering Individual, Business, & Representation. As an Enrolled Agent, Bridget is required to complete 72 hours of continuing education every three years, ensuring that she keeps up-to-date with yearly changes to the tax code.


Justen Valtinson

Tax Associate

Justen@ValtinsonFinancial.com

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

 

 


Tyler Valtinson, EA

Tax Associate - IRS Enrolled Agent

Tyler@ValtinsonFinancial.com

Tyler is a staff accountant handling individual, business, and trust returns as well as new business formations. He is an Enrolled Agent which allows him to represent all taxpayers before the IRS. To become an Enrolled Agent, he had to pass a three-part comprehensive test covering Individual, Business, & Representation. As an Enrolled Agent, Tyler 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. He is also licensed in auto & home insurance.