At Bomberg, Hanson & Associates we understand that our clients’ business and personal financial issues are inextricably intertwined. Therefore, we work with our clients to manage all phases of their financial situation to ensure that the business, tax and accounting decisions made in their business and personal lives work in harmony to help them achieve their desired goals. We work with entrepreneurial companies in all phases of development from start-up to maturity. We understand the challenges such companies face in each phase of their development and work with them to address the issues they are currently facing with an eye to the future to ensure the decisions made today support the business and personal goals of tomorrow. Our focus on both the personal and business aspects of our clients’ lives is why you will always find the firm “at the intersection of business and family.”
CPAs and Business Advisors
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Services
We cherish our personal client relationships.
We have experience providing the following services to our clients:
Tax
- Personal income tax
- Business tax
- Income tax planning
- Multi-state tax
- Estate, trust and gift tax
- Estate planning
- Sales and use tax
- Representation before taxing authorities
Accounting
- Audits
- Reviews
- Compilations
- Forecasts
- Projections
- Monthly accounting services
- Accounting system setup
Consulting
- Entity selection
- Business succession planning
- Estate planning
- Mergers and acquisitions
- Sale of a business
- Cash flow management
- Budgeting
- Strategic planning
- Start-up businesses
- Fraud investigation
Partners
James D. Bomberg
Jim is the managing partner and head of the firm’s consulting practice. Jim has over thirty years of experience providing tax, accounting and business advice to entrepreneurial clients in the automobile dealership, manufacturing, distribution, construction, professional services, retail and trucking industries. Jim has a Bachelor of Science degree with majors in accounting, business administration and economics from Minnesota State University–Mankato.
Timothy P. Stoeger
Tim is head of the firm’s tax practice. Tim has twenty years of experience providing tax services and business advice to closely-held & family-owned businesses, as well as high-net worth individuals. Tim has extensive experience consulting on succession planning and executive compensation issues. Tim attended the University of Minnesota – Twin Cities, and has both a Bachelor of Science in Business degree with majors in accounting and marketing, and a Master of Business Taxation degree.
Resources
We direct our clients to the right information.
Below are links to websites at which many of our clients find relevant and useful information:
Affiliates
We partner with the right people to provide comprehensive services.
The firm is proud to be a member of the Plante Moran Alliance allowing us to better serve our clients. The Plante Moran Alliance is a group of independent accounting and professional service firms dedicated to helping member firms better serve their clients through group synergies and by accessing the resources, expertise and select services and solutions of Plante Moran.Plante Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services. Plante Moran has a staff of more than 1,600 professionals in 21 offices throughout Michigan, Ohio, and Illinois, with international offices in Shanghai, China; Monterrey, Mexico and Mumbai, India.
Contact Us
We would like to get to know you more.
Minneapolis
9800 Shelard Parkway,Suite 208
Minneapolis, MN 55441
T: 763-277-0303
F: 763-277-0323