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 several years of dedicated service under the previous owner. Her primary focus is on supporting local, small business clients, ensuring they receive personalized and effective solutions. Kayla collaborates extensively with our marketing team to drive growth and visibility.

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Kayla Shurson
Owner

Kayla purchased the business in 2020 after several years of dedicated service under the previous owner. Her primary focus is on supporting local, small business clients, ensuring they receive personalized and effective solutions. Kayla collaborates extensively with our marketing team to drive growth and visibility.

Haley Brockway
Haley Brockway
Senior Accountant

Haley holds both an undergraduate and a Master’s degree in accounting. She specializes in keeping business finances organized and accurate, from managing daily transactions to handling payroll.

With a sharp eye for detail, she ensures accuracy and efficiency, giving clients peace of mind and the freedom to focus on growing their business. Haley is passionate about helping business owners feel confident in their numbers so they can make informed decisions with clarity.

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Chantell Canfield
Office Manager

Chantell is our internal go-to for all things admin-related. With her extensive knowledge and proactive approach, she ensures that our office runs seamlessly.

Chantell works closely with our office administrators to maintain a smooth and efficient work environment. Her expertise in administration makes her a vital asset to our team, always ready to tackle challenges and streamline operations.

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Yubo Chai
IRS Enrolled Agent

Yubo is a highly knowledgeable seasonal individual income tax preparer who brings valuable expertise to our team during peak tax season. His commitment to excellence and ability to handle a variety of tax scenarios make him an essential part of our seasonal team.

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Dawn Erickson
CPA, MBA

Dawn brings twenty years of public accounting experience and tax preparation expertise to our team. She specializes in handling complex business returns. Her commitment to excellence and ability to navigate intricate tax scenarios make her an invaluable asset to our firm.

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Mimi Nguyen Hammel
IRS Enrolled Agent

Mimi has over twenty years of extensive tax experience. She specializes in working with individuals, S-Corporations, and Partnerships, providing expert guidance and support.

Mimi’s deep understanding of tax regulations and her meticulous approach ensures that her clients receive accurate and comprehensive tax services.

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Mei-Chih Ku0
IRS Enrolled Agent

Mei has fifteen years of experience and in-depth knowledge of federal and state tax regulations and stands out as a seasoned tax consultant. Her expertise spans individual, S-Corporations, Partnerships, and nonresident alien tax returns, ensuring accurate preparation and thorough evaluation. Mei is also a Certified Acceptance Agent for W-7 ITIN Applications.

Mei’s commitment to excellence and keen attention to detail make her an invaluable asset to our team. Whether navigating complex tax scenarios or providing strategic tax advice and tax planning, Mei is dedicated to delivering top-tier service, giving clients confidence and clarity in their financial matters.

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Diane Landrum
Registered Tax Preparer

Diane brings over two decades of experience in preparing individual income tax returns to our team. She works with us seasonally, sharing her extensive knowledge and passion for teaching others about taxes.

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Isiah Lecea
Administrative Assistant

Isiah specializes in e-filing tax returns and managing accounts receivable (A/R). With a keen eye for detail, Isiah ensures that all tax filings are accurate and timely.

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Alicia Olson
Tax Manager

Alicia brings unparalleled expertise and dedication to her role as Tax Manager. She supports small businesses, ensuring every aspect of financial management is handled professionally and timely.

Alicia also manages our team of tax preparers, ensuring the office runs successfully for every client. With her comprehensive knowledge and proactive approach, Alicia ensures that all processes are efficient and compliant, providing peace of mind to our clients.

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Cindy Pauley
Bookkeeper

Cindy excels in organizing, recording, and maintaining the daily financial transactions for our business clients. Her detailed approach ensures that every financial detail is accurately tracked and managed.

With an eye for detail and a dedication to maintaining financial integrity, Cindy plays a crucial role in keeping our clients’ financial records up-to-date and compliant.

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Alli Robertson
Office Administrator

Alli is an essential part of our front office team, supporting daily administrative operations with efficiency and care. Working closely with Chantell, she helps make sure everything at the front of the office runs smoothly – from warmly welcoming clients to managing important administrative tasks.

Alli’s approachable nature, attention to detail, and reliability make her a trusted point of contact and an integral part of keeping our office organized and professional.

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Cameron Spillers
Tax Preparer

Cameron brings over five years of expertise in tax and accounting, specializing in services for individuals and small businesses. His in-depth knowledge and experience in preparing and optimizing tax returns ensures that clients receive tailored and effective solutions to meet their financial needs.

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Chloe Tlougan
Income Tax Preparer
Chloe is a dedicated and detail-oriented Income Tax Preparer who takes pride in helping individuals, families, and small businesses navigate complex tax laws and maximize their returns. With a focus on accuracy and client care, she brings both expertise and a genuine commitment to making the tax process as smooth and stress-free as possible.
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Ryan Welle
CPA

Ryan is our dedicated seasonal tax preparer, specializing in S-Corp and Partnership business returns. His expertise ensures that our small business clients receive accurate and timely tax services.

Shurson.Website.Staff.RyanWelle
Ryan Welle
CPA

Ryan is our dedicated seasonal tax preparer, specializing in S-Corp and Partnership business returns. His expertise ensures that our small business clients receive accurate and timely tax services.

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

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.

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