Personal Services

Our Personal Services

Bayerkohler & Graff has an experienced team of accountants who can handle your income tax filings, but more than that, we are here to be your long-term resource for all of your tax-related questions and needs. Bayerkohler & Graff provides the following tax and financial services for individuals:

Tax Preparation and Tax Planning

Bayerkohler & Graff works closely with our clients to gather and summarize tax information in a cost-effective, timely, and efficient manner. We pride ourselves on utilizing the best resources available to us to ensure the highest level of service. Our significant investment in tax compliance and research software enables us to accurately and efficiently prepare tax returns for our clients. We also go that extra mile to look for opportunities to reduce our clients’ tax burden. Our goal is to make sure our clients are aware of all of the tax breaks available to them. We accomplish this with a proactive approach to tax planning and client communication.

Estate Tax Filings

Bayerkohler & Graff has the expertise to handle the complicated tax filings for estates and trusts. Let our experienced staff help you and your family with any required estate and trust returns.

Personal Financial Statement Preparation

Bayerkohler & Graff can help you prepare your personal financial statement. If you are looking to apply for a mortgage, modify your existing mortgage, refinance, or open a personal line of credit, we can help advise you and prepare the personal financial statement you may need as part of the loan application process.

Testimonials

  • “Bayerkohler & Graff has provided my business with exceptional accounting services since 2004. They handle every aspect of my accounting needs including tax returns, payroll and accounting software help. Every staff member at Bayerkohler & Graff is extremely knowledgeable and professional. Any time I have a question related to my business or personal financial matters they are quick to respond. If you are looking for high quality accounting services that are affordable I recommend Bayerkohler & Graff.”
    – Matt Lavigne, Lavigne Consulting, Inc.

  • “David's offered me invaluable advice and held my hand through every step of the process while getting various ventures off the ground and running. He's pro-active in his approach, notifying me ahead of time when there are necessary steps to take or costs to account for down the road. I trust David and know that I can count on him to keep me doing business properly.” – Dan Knutson, Center of Attention, Inc.

  • My financial advisor, Ameriprise, recommended Ralph Vix at Bayerkohler & Graff several years ago, and I've been so happy I made the switch from my previous accountant. While the cost is substantially more, it's worth it and you get what you pay for in life! Ralph has been instrumental in helping make my two small businesses more cost-effective. He's always available for even the most minor of questions. Since then, I've recommended several of my veterinary colleagues to utilize his services, and all have been happy with the switch!
    — Justine Lee, Vet Girl, LLC

  • The Bayerkohler and Graff team has been extremely reliable and responsive. I can rely on these guys to understand my client’s complex accounting processes and help my company be successful.
    — Kevin Fitzpatrick, Fitzpatrick Translational Science

  • I have relied on the sound advice and guidance provided by the professionals at Bayerkohler & Graff for more than five years. My questions are always answered in a timely manner and I’m kept in line with gentle reminders when deadlines are looming. I was also mentored when setting up our accounting software to ensure our reporting was efficient and accurate. I would recommend my accountant to other small business owners without hesitation.
    — Katie Pitman, Industrial Insite

  • The courteous staff at Bayerkohler & Graff have been integral in the growth of our small construction business over the course of the last 13 years. The detailed tax planning & analysis, assistance with payroll service implementation and processing, and the industry specific knowledge on accounting software have been invaluable. We appreciate their ongoing commitment to professionalism, prompt customer service/accessibility, and competence. Barb has been especially helpful to me as I have transitioned from desktop software to the online version. She is readily available to answer any questions that arise and ensured all of our data was captured in the transition. We have referred friends, family, and colleagues to Bayerkohler and Graff and will continue to do so in the coming years.
    — TJ and Amy Rasmussen, RasCo, LLC

  • We have trusted the skill & knowledge of Bayerkohler & Graff LTD with our tax preparation with 3 businesses, our family and extended family since 2008. We work closely with Barb who has always been available to answer our questions whether large or small and she has the ability to explain the details to us in kind, simple and understandable language. Bayerkohler & Graff staff stays up to date with the ever changing tax laws and use their knowledge to assist their clients. Taxes are not something we look forward to every year - but we do look forward to catching up with Barb and utilizing the knowledge of the good people at Bayerkohler & Graff.
    — Mike and Linda Grabow, Grabow Plumbing, Inc.

  • Bayerkohler and Graff is a great organization. They communicate on our level of understanding, they respond quickly to questions we have, and they give sound, honest advice. It doesn’t get any better than that. Bayerkohler and Graff are truly the best!
    — Christine Nelson, Foam Industries, Inc.

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