Twin Cities Tax & Accounting Services
Tax Preparation & Filing
Tax Planning & Advisory
Bookkeeping & Accounting
We help our clients reduce surprises, avoid costly mistakes, and identify savings opportunities before deadlines arrive.
At Zastenchik & Co. CPAs, tax planning isn’t a seasonal task—it’s a year-round process. We design tailored tax strategies that reflect your current goals and your future plans. Whether you’re navigating a major investment, planning for retirement, or trying to reduce your quarterly burden, we’re here to help you stay in control of the numbers.
Serving Minneapolis–St. Paul with Local Insight
Sagacity Tax & Accounting proudly serves clients across the Twin Cities, from downtown Minneapolis and St. Paul to neighborhoods like Uptown, Northeast, Grand Avenue, and Lowertown, plus nearby East Metro communities. Based in Oakdale, just east of St. Paul, we’re close enough for in-person meetings while providing secure virtual tools that make working together simple.
Whether you’re an individual filing your return, a solo consultant, or a growing small business, you get direct access to a licensed Minnesota CPA who understands the realities of living and working in Minneapolis–St. Paul. We combine big-firm technical expertise with a “small client relationship feel” that fits the community-driven nature of the Twin Cities.
Sagacity Tax & Accounting
Tax Preparation in Minneapolis
Minneapolis taxpayers face more than just federal forms. You also need to account for Minnesota income tax, property tax refunds, and state-specific credits that can have a big impact on your bottom line. Sagacity provides individual and business tax preparation services tailored to Minneapolis residents and companies, reviewing your full situation to capture every legal deduction and credit.
Whether you’re filing a straightforward W-2 return, juggling multiple 1099s, or managing multi-state income, our Minneapolis tax preparation services combine thorough review with straightforward explanations. You’ll know what we did, why we did it, and what to expect next.
We Do More Than “Year-End Cleanups”
At Zastenchik & Co., we work with business owners who want more from their CPA. Our team provides timely, understandable reports, structured planning meetings, and responsive answers all year long—not just at tax time. With us, you’re not hiring a bookkeeper—you’re gaining a financial partner.
Why Businesses Choose Sagacity
Work With An Experienced, Licensed CPA
Personal Attention & Small-Firm Feel
Saving You Money with Sagacious Strategies
Minneapolis Small Business Accounting
Minneapolis is home to innovative small businesses—from tech startups and professional service firms downtown to creative studios and neighborhood shops. Sagacity offers small business accounting for Minneapolis owners who want more than basic bookkeeping. We help you stay on top of income, expenses, payroll entries, and cash flow so you always know where your business stands.
Our CPA-led bookkeeping and accounting services support day-to-day operations and long-term planning. We prepare clear financial reports, explain what the numbers mean, and coordinate your books with tax strategy so year-end filing is smoother and more predictable.
Local Expertise, Virtual Convenience
Even if you’re right here in Minneapolis, you don’t always have time to drive across town for a meeting. Sagacity combines local knowledge with secure virtual tax services so you can work with us in the way that fits your schedule. Use our encrypted client portal to upload documents, sign forms electronically, and meet via phone or video—while still working with a Twin Cities CPA who understands your local environment.
Prefer to meet in person? We’re based in Oakdale, just east of St. Paul, and serve clients across Minneapolis–St. Paul.
Why Choose Sagacity in Minneapolis?
As a long-time Twin Cities resident-owned firm, Sagacity is deeply invested in the Minneapolis–St. Paul communities. Clients appreciate our mix of local insight and professional rigor—plus the peace of mind that comes from working with a licensed Minnesota CPA and member of the MN Society of CPAs. Our local phone number, 651-TAX-9-PRO (651-829-9776), underscores our commitment to being a readily available resource, not a distant call center.
Unlike generic online tax services, we take time to understand your specific situation: your neighborhood, your commute, your mix of W-2 and 1099 income, and the realities of running a business in Minneapolis. You get a small-firm relationship, proactive advice, and a practical, down-to-earth approach that keeps you informed at every step.
What Our Clients Say About Working With Us
TESTIMONIALS
Ben S.
Lon P.
Michael P.
Tina P.
John L.
Susan G.
Dan F.
Nathan O.
Ben S.
Lon P.
Frequently Asked Questions – Minneapolis Services
Do I need a CPA in Minneapolis, or can I use any online service?
You can file using generic online tools, but a local CPA understands Minnesota-specific nuances—such as property tax refunds, state credits, and how local factors affect your return. A Minneapolis CPA like Sagacity also provides ongoing advice and can represent you if the IRS or Minnesota Department of Revenue ever has questions.
Where are you located in the Twin Cities?
We are based in Oakdale, just east of St. Paul, and serve clients throughout Minneapolis–St. Paul. Many Minneapolis clients choose to work with us entirely virtually, while others prefer occasional in-person meetings—we’re flexible either way.
Can Sagacity help with Minneapolis city taxes or local filings?
Yes. While Minneapolis does not currently have its own city income tax, there can be local sales tax or filing requirements depending on your situation. We’ll identify any city-specific obligations and make sure they’re handled correctly as part of your overall tax and accounting plan.
How do meetings work if I’m in Minneapolis?
Most clients start with a phone or Zoom consultation, then use our secure online portal to share documents. If you prefer, we can also arrange in-person meetings at our office or at your Minneapolis location by appointment. The goal is to make working with a Minneapolis CPA as convenient as possible, while still giving you individualized attention.
Can I find a virtual accountant in Minneapolis who can still meet in person if needed?
Yes—that’s exactly how Sagacity operates. We offer full virtual capabilities for clients who prefer online interaction, along with the option for local, face-to-face meetings when that makes sense. You’re not limited to one or the other.
Planning for Real People
Financial success looks different for everyone. We work with a wide range of clients, including military members, women in transition, and families planning for the future. Our goal is to provide clear, strategic advise that meets you where you are.
Partners Who Put You First
A Family-Owned Firm with a Client-First Approach
Founded by a father-daughter team, MVEST Wealth Partners has always been more than a financial firm—it’s a family business committed to building strong, lasting relationships with our clients. As we continue to grow, we remain dedicated to providing personalized wealth management, financial planning, and investment strategies tailored to each individual’s unique goals.
