About Us

Quality First, Integrity Always

Located in Minnetonka, MN, our staff works diligently to serve clients year-round in their personal and business accounting needs. As your tax and business advisors, our approach emphasizes communication and proactiveness for your financial well-being. With Graff, Ltd., you’ll feel the relief of working with a team of trusted financial professionals.

Our Process

From first contact, our team at Graff, Ltd. strives to best address your overall financial health to positively impact your bottom line.

Discovery Meeting

During this introductory call, we’ll take time to understand your specific financial needs and goals. This dictates our tailored approach to your service.

Receive A Quote

We’ll craft a plan to reflect the scope of work required to meet your needs. We aim to ensure you have a clear understanding of the investment required for our assistance.

Get Started

With your green light, our team begins their work. We’re committed to delivering solutions that exceed your expectations.

Our Team

President

David Graff, CPA, MBA

David’s responsibilities cover a wide range of services. He handles both individual and corporate income tax return preparation, as well as helps clients minimize tax liability through planning. David works with business clients to prepare budgets and provide management-level analysis of financials to evaluate performance and identify opportunities. In addition, he represents clients for both IRS and state audits. David is a graduate of Moorhead State University (MN) and earned his MBA from the Carlson School of Management at the University of Minnesota. He holds a Minnesota CPA license.

Fun Fact: I was the 1990 Native Youth Olympics gold medal winner in the Eskimo Stick Pull.

VICE-PRESIDENT

Justin Soles, CPA

Justin’s responsibilities include individual and business income tax preparation, monthly sales tax preparation, and monthly financial accounting. Justin is a graduate of the Carlson School of Management at the University of Minnesota-Twin Cities with degrees in Accounting and Finance. Justin holds a Minnesota CPA license. Justin resides in St. Louis Park with his wife and three daughters.

Fun Fact: I grew up helping my Dad make Maple Syrup each spring (Yum!)

CFO

Louis Lachner, CPA, MAcc

Louis’s responsibilities include individual and business income tax preparation, tax planning, and monthly financial accounting. He also supports all non-profit organization tax preparation. Louis is a graduate of the Carlson School of Management at the University of Minnesota-Twin Cities with degrees in Accounting and Finance and a Master’s degree in Accounting. Louis holds an active Minnesota CPA license.

Fun Fact: I am an avid golfer, and I was named the Duke of Daytona in 2016 and 2017

Administrative Officer

Christina New

Christina leads all administrative personnel, functions, and processes both internally and customer‐facing. She is also responsible for the operational management of the office, as well as general human resources oversight.

Fun Fact: I grew up in Alaska

DIRECTOR OF SALES & MARKETING & CLIENT RELATIONS MANAGER

Sarah Graff

Sarah’s responsibilities include supporting the Business partners and staff while meeting the needs of the clients. She also oversees client and employee events as well as the firm’s social media platforms. Sarah is a Business graduate from SCSU and is a notary.

Fun Fact: During Covid while working and doing school from home, I thought it would be “fun” to add 10 ducklings to our family of 7 to raise and release. Life tip-live on a farm or have acreage if you are going to do this.

Staff Accountant

Carson Passer

Certifications: BS in Accounting, CPA candidate
Specializes in: Individual and Business Tax Preparation and Compliance
Fun fact: I played basketball and ran track in college at St. Scholastica

Staff Accountant

Johnathan Huspek

Certifications: Hamline Graduate, CPA candidate
Specializes in: Business Consulting and Taxation, Small Business Startups, Real Estate Taxation, Individual Taxation, and Retirement Planning & Taxation.
Fun fact: Aspiring Politician

Senior Staff Accountant

Derek Folk, CPA

Certifications: CPA
Specializes in: Business tax and helping new businesses prepare for their first tax season.
Fun fact: I’ve run 17 marathons and skydived 7 times.

ADMINISTRATIVE MANAGER & CLIENT RELATIONS MANAGER

Samantha Kuck

I am a professional skilled at working with the public in a variety of settings to foster positive and supportive client relationships, working alongside the owners, and other
professionals.
Fun Fact: I am a twin. I’m an animal lover. As a child I raised over 2 dozen pets from a pet
pig named Petunia, a deer named Bambi, A gaggle of turkeys, turtles, cats, and a variety of dogs.

Administrative Specialist

Shirley Ward

Specializes in: Meeting the needs of our clients. Greeting clients with a smile, whether in person
or on the Phone.
Fun fact: I go to Florida every September to scrapbook with my sister, niece, daughter and friends along with 100+ other women!

Accounting Specialist

Bobbi Snow

Certifications: AAS in Accounting
Specializes in: Accounting
Fun fact: I have some awesome jump rope skills!

Staff Accountant

David Alden

Specializes in: Tax return quality assurance.
Fun fact: I have visited all seven continents and 90 countries.

Staff Accountant

Dustin Sartori

Certifications: TEFL, MLO, Notary Public, BS Biomedical Science, BS Accounting in progress.
Specializes in: Individual and Business Tax Prep.
Fun fact: I lived in Beijing, China for 3 years. 我在中国北京住了三年

Intern

Blake Thompson

Specializes in: Tax Support and Assembly
Fun fact: I have over 6 million combined followers on my social media accounts and I love to run my social media accounts

Intern

Blake Almberg

Certifications: Graduating in May with a degree in Business with an accounting emphasis from Bethel University. Potentially getting my CPA in the Future.

Specializes in: Individual Returns currently.

Fun Fact: I have bowled for almost 15 years and have two 300 games.

Testimonials

What Our Clients Are Saying

I highly recommend Graff, Ltd for all your tax, finance and consulting needs. Best CPAs and business advisors in the business. They have helped us with personal returns and multiple company tax situations which in the end saved us a lot of money. Highly recommend David and his superior team!

Jarrod P.

I highly recommend Graff, Ltd. The Graff team takes a genuine interest in learning your business in order to offer the best tax saving and growth opportunities.

Peter W.

David Graff has been helping me with my tax questions and tax return preparation for over 25 years.  He’s always been very professional, fast, accurate and helpful.  He’s willing to answer questions throughout the year and help with planning.  I highly recommend David and his team at Graff, LTD, without hesitation, and have many times before.

Scott G.
I would like to thank Graff Ltd the CPA firm in Minnetonka. They work for me! They work with me to ensure I have the most tax favorable situation each year. Before Graff, I worked with another firm and I felt like I was just one of the cattle being herded through. With Graff and especially with Louis Lachner I feel like I have a partner. He answers my call and my questions. He does so quickly and efficiently. I have a special situation because I am a partner in a firm where I work and they do things differently than most partnerships. Louis has taken the time to understand how they do things and how it impacts my personal tax situation. I truly appreciate the work done by Louis and Graff Ltd. Thank you!!
Annie F.
“We have been a client at Graff Ltd for over 10 years and would highly recommend to anyone looking for a highly respected, educated, and trustworthy accountant to switch to Graff Ltd. During the years we’ve consistently been impressed with our accountant, Justin, ability to consistently strive for excellence each tax season. He takes the extra time to answer our calls & emails with timely replies as if we are his only client. Working with Justin on what most individuals find to be a stressful activity/topic/event has made this process much smoother and less stressful. Justin works throughout the year to make sure we receive the best outcome on our taxes. Each fall we have a scheduled meeting to collaborate with our accountant to discuss possible taxable events that we may want to maximize during the current year or wait for a future tax year.”
Scott V.
We have worked with David Graff and Justin Soles, with Graff Ltd for many years. Their business has the highest level of integrity and outstanding tax strategies, which has continually built our confidence in their work. We are able to communicate easily throughout the year, collaborating on our business paths. Beyond that, the ones we know and have been lucky enough to work with, are great people that put the time in to understand us, our companies, and our needs to succeed. They have always been able to direct us to the resources we have needed to help in our 25 years in business.
Jeremy & Becky P. - Multi business owners

Our

Values

We’ve spent decades honing our expertise in the financial industry; we’re proud to stand by our long-held values as we create meaningful solutions for our clients.

Respect

We engage our clients and one another with professionalism, cultivating an environment of trust and responsibility. Every team member holds themselves personally accountable for upholding respect in their work. By creating an atmosphere of professionalism and pride in a job well done, mutual respect flourishes.

Integrity

Integrity is at the heart of all we do. Guided by honesty and ethics, we do what is right, even in challenging times. Our commitment to integrity maintains our credibility and trust with our team, our clients, and the public; and nothing is more important than that.

Solutions

We take pride in our expert problem-solving that provides timely, real-world solutions for our clients. Our proactive approach ensures that challenges are met with well-planned and efficient solutions, delivering valuable outcomes. Graff, Ltd.’s experts provide intelligent solutions in quick time to create real-world impact.

Excellence

Our standard of excellence derives from a strong work ethic and a commitment to life-long learning. We’ve developed our abilities over long hours and years of dedication. Graff, Ltd.’s pursuit of excellence involves continuous improvement, ensuring that we’re always up-to-date in this ever-changing industry.

Collaboration

We maintain a spirit of positivity and teamwork in our customer-focused approach. Both with each other and with clients, we know that the best outcomes are achieved by listening well and working together as we strive toward mutual success.