Roger is one of the founding partners of the firm. He provides auditing, tax, and consulting services for patron-owned farm supply, consumer, manufacturing, and utility cooperatives, other agribusiness companies, mutual insurance companies, and non-profit organizations. He also provides tax services for local agriculture-related businesses and individuals and performs practice monitoring (peer review) engagement for other CPA firms.
Roger has worked with the cooperative system for more than 30 years and feels that the cooperative model is the best structure for business organization and operation.
Roger practices in Wisconsin, Minnesota, Colorado, and Iowa. He is an active member of the National Society of Accountants for Cooperatives and is currently serving as a national director. He is also an active member of the American Institute of Certified Public Accountants, the Wisconsin Institute of Certified Public Accountants, and the Cooperative Network, and is active in several community- based organizations.
Todd is a partner in the Osceola and St. Croix Falls offices and is a member of the firm’s tax committee. Todd specializes in accounting, compilation, and tax services for businesses and individuals. He works closely with businesses in the real estate, mortgage, manufacturing, insurance, hospitality, medical, and various other professional industries.
Todd received his Bachelor of Science Degree in Accounting from University of Wisconsin – Superior. He is a member of the Wisconsin Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.
Todd serves as the treasurer of Redeemer Lutheran Church and as the treasurer of the Osceola Mainstreet/Chamber of Commerce. He is also treasurer of a local rental company that focuses on commercial buildings and apartment rental properties. Todd is married to Rebecca and they reside in St. Croix Falls, Wisconsin, along with their two children, Hope and Trey.
Dean has been with the firm for more than 25 years. He graduated from Moorhead State University in Moorhead, Minnesota, with a Bachelor of Science Degree in Accounting. He has extensive experience with auditing and assurance services for non-public companies, non-profit organizations, and governmental entities. He specializes in cooperative auditing and taxation. He also has experience with tax services for individuals and corporations.
Dean is a member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, and the National Society of Accountants for Cooperatives. He is also active in various community organizations.
Matt has more the 20 years of experience working in public accounting, specializing in tax services and consulting to a variety of industries and client types, including cooperatives, non-profit organizations, real estate entities, utilities, contractors, common interest realty associations, individuals, and many others.
His strong business and tax background make him a sought after reference source for both the firm’s clients and other professionals. Matt enjoys working with clients in structuring transactions to minimize income taxes. He often represents taxpayers during audits by various taxing authorities.
Matt serves as the in Partner in Charge of the Golden Valley and Maple Grove offices. He serves on the firm’s tax committee and is an active speaker at the firm’s educational events. His professional memberships include the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, the North Hennepin Chamber of Commerce, and the North Central Chapter of the National Society of Accountants for Cooperatives. Matt currently serves on the local board of the North Central Chapter of the National Society of Accountants for Cooperatives.
Matt graduated from Minnesota State University – Mankato where he received his Bachelor of Science Degree Cum Laude. In his spare time he enjoys outdoor activities, golfing, and spending time with his wife Beth and their two children.
Jake joined the firm in 2005 and currently focuses on cooperatives and other ag-related entities. He earned his degree from Minnesota State University – Mankato and his CPA license from the Minnesota Board of Accountancy. He is a member of the Minnesota Society of CPAs, the American Institute of Certified Public Accountants, and the National Society of Accountants for Cooperatives.
Outside of work Jake likes to spend time in the outdoors golfing, hunting, camping, or riding mountain bike. He also finds time in his busy winter schedule to play on a men’s league hockey team.
Dirk works with a wide variety of clients, ranging from cooperatives to non-profit organizations. He is extensively involved with our cooperative clients, providing auditing, tax preparation, and consulting services. Dirk is also a tax partner, providing services for all taxation needs and clients. He keeps abreast of our clients’ industries through research and review of relevant weekly communications and updates.
Dirk is a member of the Wisconsin Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the National Society of Accountants for Cooperatives, as well as other professional societies.
Dirk enjoys spending time with his family and is active with various local religious and community organizations.
Margo is an audit partner who specializes in audit and review engagements for non-profit organizations, property and casualty insurance companies, employee benefit plans, and utilities. Margo serves on the firm’s accounting and audit committee.
A graduate of the Carlson School of Management at the University of Minnesota where she received her Bachelor of Science in Business – Accounting Degree, Margo is professionally licensed in Minnesota and Wisconsin.
Margo takes an active role in her family and in serving her community. She is past Chair of the Amery Area Community Foundation and is the Organizational Leader of her local 4-H Club. She also enjoys watching her three children participating in sporting events and showing beef cattle.
Jim graduated from Mankato State University in 1979 and been a member of the firm his entirev career. His primary focus is providing audit, tax, and consultation services to agribusiness entities in Minnesota and South Dakota. He is also heavily involved with individual, corporate, partnership, and LLC taxation.
Jim’s highly respected reputation is built on a wealth of knowledge gained from many years of experience, along with his desire to add value for his clients. He is always eager to expand his client base and tackle new challenges.
Jim is a happy family man and active in his community with personal interests in golf, music, and fishing.
Marshall specializes in audit and review services for cooperatives. He received his Bachelor Degree from the University of MN in 1983. Marshall has been with CarlsonSV since 1996. He graduated from Glyndon-Felton High School in 1979. Outside of the office, Marshall enjoys golfing, fishing, home projects and investing.
Outside the office, Sam enjoys spending time with his family and friends, hunting, fishing, camping, and traveling.
Sam specializes in audit and review services for cooperatives and also provides income tax preparation services for individuals and cooperatives. Sam received his Bachelor Degree in Professional Accountancy from Augustana College and is a member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, and the National Society of Accountants for Cooperatives.
Outside the office, Sam enjoys spending time with his family and friends, hunting, fishing, camping, and traveling.
Adam has experience in both public and private accounting and performs audits for cooperatives, nonprofit organizations, and town mutual insurance companies.
Adam graduated from the University of Wisconsin – Eau Claire with degrees in both Accounting and Management Information Systems.
Brittany started her career in the public accounting sector where her primary focus was electric cooperatives, employee benefit plans, and labor unions. From there she worked in the private sector and has recently held the position of CFO at a cooperative.
Brittany graduated with a Bachelor of Science in Accounting and Finance from the University of Wisconsin – Eau Claire and is a member of the American Institute of Certified Public Accountants and the Wisconsin Institute of Certified Public Accountants.
Abby has been with the firm for over ten years. Abby’s public accounting experience includes providing audit and accounting services to clients in a variety of industries, including agriculture, non profit, town mutual insurance companies, and utilities. She currently provides supervision and performance of audits for numerous cooperatives and non-profit organizations with our firm.
Abby graduated from Globe University with a Bachelor of Science in Accounting and is a member of the National Society of Accountants for Cooperatives.
Tom’s experience includes development of a small tax and accounting practice into a diversified full service accounting firm, handling individual, corporate, partnership, fiduciary, and estate tax returns, as well as certified audits, reviews, and compilations (grain elevators, government, and banks). He expanded the business development consulting division to provide project development services to industries including hospitality, agriculture, manufacturing, waste to energy, and renewable energy. He also led development of large scale renewable fuels projects worldwide including ethanol, algae, biomass, biodiesel, and wind projects, coordinating the entire lifecycle of biofuels and renewable energy start-up projects from conceptualization to construction.
Tom’s expertise includes conducting feasibility studies, preparing business plans, organizing equity, and structuring and negotiating debt with public and private financing organizations, as well as managing projects.
Tom recently served as the CFO of Gforce Digital Technologies, LLC, a group of technology and digital marketing companies, and he has also served as CFO and COO of a non-GMO/organic food ingredient processing company. His leadership and commitment to the algal industry began with his involvement with co-hosting both the inaugural Algae Biomass Summit and the second Summit in 2008. The Summits were the foundation for the establishment of the Algal Biomass Organization in 2008, where Tom currently serves on the Board of Directors and as Board Secretary/Treasurer. He is also treasurer for the Algae Foundation organized in 2012.
Michelle specializes in tax preparation for individuals and small businesses, payroll processing, bookkeeping, and tax research. Michelle received her Bachelor Degree in Accounting from University of Wisconsin – River Falls and is currently a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.
Outside the office, Michelle loves spending time with family and friends, playing cribbage and cards, and going to the family cabin.
Rick has been with the firm since 2000 and has his CPA certificates in both Minnesota and Wisconsin. Rick practices in various income tax areas, including individual, business, non-profit, trust and estate. Rick is also very knowledgeable and experienced in small business taxation, planning, and consulting.
Rick received his Bachelor of Science from California State University in Long Beach. He is active in various community organizations and is also a member of the Amery City Council. He enjoys time with his family, and time golfing, hunting, and boating.
Cathy specializes in tax planning and compliance for individuals, small businesses, trusts, and estates. She also provides services related to new business set-ups, management consulting, estate and trust planning, payroll and sales tax compliance and filings, QuickBooks, and general bookkeeping services and assistance. Cathy has over 30 years of tax and accounting experience.
She started her public accounting career with McGladrey in 1984, moving on as a partner with Guinn, Swiggum, Gille & Vinopal for 20 years, and leaving there to start her own firm in Amery, Wisconsin in 2009. She sold her practice and joined CarlsonSV in December 2014. Cathy is a member of the Minnesota Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Sue began her accounting career by assisting her family with the farm books, and then gained additional experience through numerous jobs. After marrying her high school sweetheart and having two children, she decided to go to school and earn her degree. With more than 11 years of on-the- job training, Sue graduated in 1995 from the University of Wisconsin – River Falls with a major in accounting. She works with all aspects of tax and accounting, and specializes in all facets of payroll.
Sue lives in Amery with her husband and their two dogs. She likes to spend her free time reading, golfing, and hanging out at their cabin near Gordon, Wisconsin.
Jesse is a Tax Manager at CarlsonSV, a full service accounting firm. She services the Fergus Falls, Battle Lake, and Underwood locations. Jesse specializes in tax preparation for individuals, small businesses, and farming. Jesse also provides guidance for small business start-up services. Outside of the office, she enjoys spending time with her husband and 3 girls, camping, golfing, and lake life.
Jesse received her Associates Degree in Business and Accounting from MState Community College, her Bachelor of Science Degree in Marketing from St. Cloud State University, and her Master’s Degree is Accountancy from University of Phoenix. Jesse is currently pursuing her Enrolled Agent and Certified Public Accountant credentials.