Craig J. Michaels, CPA, Managing Principal
Fosters and builds relationships with high net worth individuals and companies that need to navigate critical decisions, while creating and weighing different options. Coming from a smaller firm helps customized the client relationship. The tax and accounting CPA background provides the nuts and bolts for a data based decision, and utilizing management and leadership skills developed at his time with a Fortune 100 and a Fortune 500 company, helps clients in shaping their path toward solutions.
His business experience extends over 25 years, including tax, auditing, business acquisitions and sales, and consulting. He is a member AICPA, MN Society of CPA's and has appeared on TV, radio, newsprint, etc. regarding business and tax topics.
Mark Ettinger, CPA, Compliance Officer
Mark is a CPA with over 25 years of experience in taxation and accounting. He holds a BA in Accounting from Iowa State University, and MBT (Master of Business Taxation) from the University of Minnesota.
Carolyn M. Schultz, Sr. Accountant, Client Relationship Manager (CRM)
Individual Tax, Business Tax, Payroll, Bookkeeping
Carolyn specializes in both corporate and individual tax returns (1120 and 1040). She is also involved in the payroll and bookkeeping services provided to our corporate clients. She brings a wealth of knowledge and expertise to the CRM Ltd. group as she has over 25 years of experience in the industry. Carolyn has a degree in finance from the University of St. Thomas, and is Quickbooks certified.
Chris Leigh, Sr. Accountant, Client Relationship Manager (CRM)
Individual Tax, Business Tax, Foreign, Capital Gains
Chris has over 25 years of tax and accounting experience in both the UK and the US, much of that time with CJMn Ltd. While he has extensive knowledge in most areas of taxation, he specializes in:
Dawn Klemaszewski, Client Relationship Manager (CRM)
Dawn has over 19 years of experience in Accounting and Tax services, having worked previously in both public accounting and manufacturing environments. She specializes in individual taxes (i.e. 1040) and enjoys helping clients navigate through the sometimes complicated tax preparation process, as well as providing insight in terms of tax planning for the years ahead. She has a BS in Business Administration from SUNY Buffalo, and has been an Enrolled Agent since 1996.
Karen Hefner, EA, Sr. Tax Accountant, Client Relationship Manager (CRM)
Individual Tax, Estate Tax, Trust Tax, Tax Planning
Rachel Michal, Sr. Accountant, Client Relationship Manager (CRM)
Individual Tax, Business Tax, Payroll, Bookkeepin
Michelle Jacobson, EA, Seasonal Client Relationship Manager (CRM)
Maria White, Staff Accountant
Bookkeeping, Payroll, Business Tax
Mary Varian, Paraprofessional
Cindy Armbrustmacher, Paraprofessional
Ann Lagorio, Paraprofessional
Michael Fessler, Office Manager
Pat Percy, Information Technology Liaison