About Us

Who We Are

Redefining Tax Planning for High-Earning Professionals and Business Owners

Dynamic Tax Advisors was founded with a simple but powerful mission: to bring the same proactive and innovative tax strategies used by the ultra-wealthy and large corporations to high-earning professionals and business owners across the United States.

For too long, effective tax planning has been out of reach for those outside the top 1%. Our founder, with more than a decade of experience in tax and accounting, recognized this gap and set out to change it. Instead of reactive, once-a-year tax preparation, we built a firm focused on proactive, year-round tax planning, empowering our clients to save significantly, grow faster, and build long-term wealth.

Over the years, we’ve grown into a trusted advisor for clients in construction, healthcare, dentistry, technology, real estate, and business consulting, both locally in Minnesota and nationwide. By shifting the focus from short-term tax filing to long-term financial strategy, we help our clients take control of their future.

25+ years of experience.

Hotline651-377-4622

Our Mission

To provide personalized tax planning solutions to help business owners, high-net-worth individuals, and families manage their wealth and secure their financial future.

What Drives Us

Our passion comes from the intellectual challenge of tax law, solving complex financial puzzles that create real-world benefits. But more than that, our purpose is rooted in fairness: everyone deserves the right to understand their taxes and use the law to their advantage.

We’re not about cutting corners or taking risks. Instead, we bring creative, ethical, and entirely legal solutions to reduce tax burdens, free up cash flow, and help our clients achieve their goals, whether that means expanding a business, saving for retirement, or securing their family’s future.

Looking Ahead

The future of Dynamic Tax Advisors is centered on innovation and impact:

Deeper Specialization in industries like technology and real estate.
Advanced Technology Integration, using AI and machine learning to uncover tax-saving opportunities.
Educational Outreach, with webinars, workshops, and resources to help more individuals take control of their tax strategy.
Strategic Partnerships with wealth managers, estate planners, and other financial professionals to provide a complete, holistic financial experience.

Our Core Strengths

Specialized Expertise
Deep knowledge of tax strategies for high-earning professionals and business owners.
Proactive Planning
Year-round, forward-thinking strategies instead of reactive tax prep.
Holistic Approach
Advice that connects tax planning with investments, business structure, and long-term goals.
Ethical Innovation
Creative strategies fully compliant with tax law.
Client Empowerment
Education and collaboration make clients active partners in their financial journey.

Dynamic Tax Planning for a Dynamic Future

At Dynamic Tax Advisors, we’re not just looking at the next tax season—we’re looking at the future of your wealth. Our vision is to combine specialized expertise with cutting-edge technology to create a more dynamic and impactful tax strategy for you.

We are focused on:

Deeper Specialization: We are building on our expertise to provide tailored tax planning for the unique needs of a variety of clients. Our focus areas include:
- High-Growth Industries: Startups, technology firms, and e-commerce businesses.
- Asset-Rich Sectors: Real estate investors and developers, contractors and manufacturing companies.
- Professional Services: Medical practices, law firms, and consulting groups.

Advanced Technology Integration: We’re leveraging the latest technology to enhance our services. By using AI and machine learning, we can quickly analyze complex financial data to uncover tax-saving opportunities that others might miss. This allows us to provide more precise and proactive advice.

Holistic Financial Partnerships: Your financial life is interconnected. That’s why we’re building strategic partnerships with trusted wealth managers, estate planners, and other financial professionals. Our goal is to work together to provide you with a comprehensive, cohesive financial strategy.

Educational Outreach: We believe that the best client is an informed one. Through webinars, workshops, and accessible resources, we’re committed to empowering you with the knowledge to understand your tax strategy and take control of your financial future.