About Us

We are a team of tax and accounting experts who are proactive rather than reactive so our clients have peace of mind knowing all the deadlines and details are taken care of before they even have to consider it.

We are transparent, always communicating, and we will do whatever we can to make sure our clients’ needs are met.

How We Started

Shurson Group began as Lund Tax & Accounting in 2006. Diane Lund, the previous owner, retired in January 2020 and sold the business to her then-employee, Kayla Shurson. Kayla worked closely with Diane for over five years to learn the ins and outs of running a tax and accounting business.

Today, our clients continue to receive the high-quality service that we have always prided ourselves on. Our purpose is to save our clients time and money through a proactive and communicative approach. We strive to meet our clients where they are at, guide them through the process, and provide strategic tax and accounting services so they can get peace of mind to focus on other things. 

How We Started

Shurson Group began as Lund Tax & Accounting in 2006. Diane Lund, the previous owner, retired in January 2020, and sold the business to her then-employee, Kayla Shurson. Kayla worked closely with Diane for over five years to learn the ins and outs of running a tax and accounting business.

Today, our clients continue to receive the high-quality service that we have always prided ourselves on. Our purpose is to save our clients time and money through a proactive and communicative approach. We strive to meet our clients where they are at, guide them through the process, and provide strategic tax and accounting services so they can get peace of mind to focus on other things. 

Our Values

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Proactive Communication

Excellent communication is the #1 reason we take on new clients. We will do everything we can to reach out to clients, be proactive, and keep them in the loop.

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Lifelong Learning

The laws surrounding our clients’ most confidential and sensitive information are ever-changing. It’s our responsibility to keep up with evolving tax law changes, research new topics, and be problem-solvers for our clients.

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Keep Things Fun and Straightforward

Though we do whatever we can to maintain our reputation for professionalism and trustworthiness, we also strive to be very approachable and friendly to our clients. Whatever their wants and needs, we will do whatever we can to help.

Meet the Team

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Kayla Shurson
Owner

Kayla purchased the business in 2020 after working for the previous owner for several years. Kayla’s focus has been with our local, small business clients. She is knowledgeable in payroll, sales tax, individual tax, and QuickBooks.

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Kayla Shurson
Owner

Kayla purchased the business in 2020 after working for the previous owner for several years. Kayla’s focus has been with our local, small business clients. She is knowledgeable in payroll, sales tax, individual tax, and QuickBooks.

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Juweria Abdalla
Registered Tax Preparer

Juweria comes to Shurson Group with five years of experience preparing tax returns. Her focus is preparing individual income tax returns.

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Kayleigh Cleveland
Office Administrator

If our office is a well-oiled machine, Kayleigh is the grease – she makes sure we stay organized and keeps the office running smoothly!

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Frank Braithwaite
IRS Enrolled Agent

Frank has over twenty years of experience preparing individual income tax returns. Frank helps with our busy season rush, working primarily seasonally.

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Chantell Canfield
Office Manager

Chantell is our internal go-to for all things admin-related and manages a lot of our IT! She also works with our office administrators to ensure the office runs smoothly.

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Kayleigh Cleveland
Office Administrator

If our office is a well-oiled machine, Kayleigh is the grease – she makes sure we stay organized and keeps the office running smoothly!

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Dawn Erickson
CPA, MBA

Dawn has twelve years of public accounting experience and has been preparing taxes for over fifteen years. She focuses on complex business returns and individuals with advanced tax planning.

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Mimi Nguyen Hammel
IRS Enrolled Agent

Mimi is an IRS Enrolled Agent with over fifteen years of tax experience. Her focus has been with individuals, S-Corps, and Partnerships.

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Tricia Hanson
Administrative Assistant

Tricia helps scan and organize our documents, as well as various administrative duties.

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Matthew Hoel
IRS Enrolled Agent

Matt is an IRS Enrolled Agent whose focus is individual and Partnership tax returns.

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Mei-Chih Ku0
IRS Enrolled Agent

Mei-Chih has extensive knowledge of federal and state tax regulations with over ten years of experience in preparing and evaluating tax returns. Her expertise is with individual, small business, and nonresident alien tax returns.

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Diane Landrum
Registered Tax Preparer

Diane has over twenty years of experience preparing individual income tax returns. Diane enjoys teaching others about taxes and interacting with her clients.

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Isiah Lecea
Administrative Assistant

Isiah helps with e-filing tax returns and processing our A/R.

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Alicia Olson
Staff Accountant

Alicia helps our small business, nonprofit, and household employers with payroll, taxes, and bookkeeping. She also helps our small business clients with QuickBooks.

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Cindy Pauley
Bookkeeper

Cindy is responsible for organizing, recording, and maintaining the daily financial transactions of our business clients.

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Rachel Putnam
Staff Accountant

Rachel helps our small business, nonprofit, and household employers with payroll, taxes, and bookkeeping.

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Janis Tanner
IRS Enrolled Agent

Janis has over seventeen years of tax preparation experience. Her focus is individuals, nonprofits, trusts, and estates.

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Amy Thibodeau
Office Administrator

Bio coming soon!

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Ryan Welle
CPA

Ryan has eight years of experience in corporate tax. He focuses on S-Corp and Partnership returns.

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Janis Tanner
IRS Enrolled Agent

Janis has over seventeen years of tax preparation experience. Her focus is individuals, nonprofits, trusts, and estates.

What Our Clients Think of Us

I have had my taxes filed through them for the last six years and have had a very positive experience. Kayla and her team are thorough and trustworthy! They recently moved locations and have a top-notch office space.
Mariah K.Local Taxpayer
Top-notch accounting and tax preparation in Rochester. Competent, responsive, and easy to work with. Recommend highly to all of our friends and colleagues.
Brendan W.Local Business Owner
Having two jobs, being a member of the armed services, and a mid-year divorce? I really needed someone who knew the intricate tax details to ensure I was not going to drop a penny here or there. Their team is excellent. Quick and thorough, I am never concerned when the new year begins.
Russ P.Local Taxpayer
The team is amazing. I have worked with them for five years. They have guided me through the accounting and tax nuances of taking ownership of a business, paying and giving benefits to employees, selling a commercial property, buying/building out a new commercial property, and expanding a business. They are friendly and knowledgeable. I highly recommend them to everyone!
Kelly J.Local Business Owner
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FAQs

Business Tax & Accounting

Facing an audit can, frankly, be very intimidating. To start, we recommend creating an organized filing system, reconciling accounts soon after the end of the year, and completing your auditor’s checklist.

Keep in mind that the audit will likely happen by mail or in-person. It’s important to work with, not against, your auditor. And after the audit, relax! You earned it!

The IRS defines the QBI as follows:

“Many owners of sole proprietorships, partnerships, S corporations and some trusts and estates may be eligible for a qualified business income (QBI) deduction – also called Section 199A – for tax years beginning after December 31, 2017. The deduction allows eligible taxpayers to deduct up to 20 percent of their qualified business income (QBI), plus 20 percent of qualified real estate investment trust (REIT) dividends and qualified publicly traded partnership (PTP) income. Income earned through a C corporation or by providing services as an employee is not eligible for the deduction. For more information on what qualifies as a trade or business, see Determining your qualified trades or businesses in Publication 535.”

A financial forecast is a tool that businesses use to create a plan to determine if it’s going in the direction. Even though budgeting and financial forecasting are commonly used together, explicit differences exist between the two. Budgeting quantifies what we’ll expect from revenues that a company wants to achieve for a period in the future, while financial forecasting estimates how many revenues will be achieved in a period in the future.

Self-employed taxpayers are allowed an “above the line” deduction (in other words, a deduction directly from your gross income) for the entire cost of providing medical and dental insurance for themselves and their families. S Corp stockholders who own at least 2% of stock are considered self-employed. However, if these benefits are not treated properly, the greater than 2% stockholder would lose access to those deductions on their tax return.

It depends. If you’re looking for someone to enter daily transactions into your accounting system, we’d recommend going with a bookkeeper. However, if you want someone to analyze your financial data, you’ll want to go with an accountant.

Absolutely! We can take a deep dive into your business and its expenses in order to determine which items are deductible.

FAQs

Individual Tax

Estate planning ensures your wishes regarding your property will be honored in the years to come. By laying out exactly how your property will be transferred, you’ll gain peace of mind that your loved ones will be taken care of.

A trust is a legal entity that holds onto assets for another’s benefit. You can place nearly any kind of asset into a trust, including cash, stocks, bonds, real estate, insurance policies, artwork, and more.

Here is what the IRS recommends:

  1. Keep records for three years from the date you filed your original return or two years from the date you paid the tax – whichever is later – if you file a claim for credit or refund after you file your return.
  2. Keep records for seven years if you file a claim for a loss from worthless securities or bad debt deduction.
  3. Keep records for six years if you do not report income that you should report, and it is more than 25% of the gross income shown on your return.
  4. Keep records indefinitely if you do not file a return or file a fraudulent return.
  5. Keep records for three years if situations in #3 and #4 do not apply to you.
  6. Keep employment tax records for at least four years after the date that the tax becomes due or is paid – whichever is later.

Ready to get started?

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Proactive. Knowledgeable. Woman-led.

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Contact

2222 18th Ave. NW, Suite 100
Rochester, MN 55901
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507.206.0677

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