Wayzata, MN CFA / Crosscheck Financial Services

Welcome to Our Website

In a nutshell, we help you save money on your taxes. We also help you have a confident retirement through good planning and good investment choices. We bring to bear over 34 years of experience. If you’re setting up a business, we can guide you through the key steps. Our Fees are reasonable and you will get friendly service. Give us a call.

Services

Our services encompass nearly every aspect of financial life. We are experienced in individual tax and small business tax. We can help you lay the foundation for a retirement that works and is care-free. We are here to answer a wide range of financial questions. Call us for a free initial consultation.

Our Firm

Our firm's reputation for built on providing quality services at a reasonable price. Let us help you save taxes and plan a glorious retirement.

Free Reports and Newsletters

This site has many freebees. Check out the Financial Guides which are full of free reports. The Tax Center has many useful links. Read our Newsletter for recent tax law changes and many timely items of interest. Check out many popular topics located within our Services detail.

Tools and Resources

Click on the Calculators for great tools. Look in Resources and Links to get interesting, quick find answers to most of your financial questions. We have put some of our most popular items in "Tom's Tips" on the menu bar on the left. Enter a stock symbol on the right and it opens MSN Money (a very powerful financial website).