Tax Planning



We are excited to announce the addition of income tax preparation and filing services here at Kusske Financial, Inc.  We will offer in person and virtual appointments with our new associate Juanita Lexvold beginning January 2021.   Juanita comes with 15 + years of experience in preparing and reviewing individual and small business returns.  She holds a BA in Accounting and will work with Brett, Travis, and Mary to ensure you are paying your fair share of taxes and not a bit more.  

Tax preparation will start at $250 and go up depending on the complexity and time put into the return. More complicated returns will be reviewed, and a fee will be quoted before work begins.  We are offering a $50 discount to all our Support and Premier Level Clients.  If you would like more information on how to become a Support or Premier level client, please email Lu at

Call our office at (952) 895-6963 to request a 2020 tax planner.  We hope the added convenience of combining this service to those we already offer will be a great help to you.  Help us spread the word to your family and friends!  There is a $25 discount for all referrals