“Roger is one of the founding Partners of CarlsonSV. Roger provides auditing, tax and consulting services for patron owned farm supply, consumer, manufacturing and utility cooperatives, other agri-business companies, mutual insurance companies and non-profit organizations. He also provides tax services for local agricultural 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 businesses to be organized and to operate.
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, Cooperative Network, and is active in several community based organizations.”
“Dirk has been involved in a wide range of clientele, ranging from cooperatives to nonprofit organizations. He is extensively involved with cooperatives in several different functions including auditor, tax preparer and consultant. He is also a tax partner involved in providing service for all taxation needs.
Dirk continuously keeps abreast to the ongoing needs within his clientsâ€™ industries. He is a member of the Wisconsin Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants. He is also a member of the American Institute of Certified Public Accountants, National Society of Accountants for Cooperatives along with other professional societies. He reaches out to his clients’ industries by keeping heavily involved with these organizations and receiving hundreds of relevant communications with his clients each week. Dirk is involved in the community through involvement with various local religious and community organizations.
Dirk takes the firmâ€™s tagline â€œIntegrity, Quality, Reliabilityâ€ very serious with his unwavering ethical stature, relentless pursuit of increasing his knowledge about his clientsâ€™ industries as well as constantly being available to his clientsâ€™ needs. Dirk enjoys spending time with his family and being involved in local community events.”
“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 firmâ€™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 â€“ 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. She also enjoys watching her 3 children participate in sporting events and show beef cattle.”
“Jason W. Reis, CPA is a partner in the Thorp office, and has been serving clients from that location for more than 17 years.
Jason specializes in taxation along with personalized consulting, advisory and planning services for businesses, individuals, trusts and estates. He excels at problem solving and helping clients navigate and work through everyday decision making as well as unique and complex situations when they arise.
Jason received his Bachelor of Business Administration Degree in Accounting from the University of Wisconsin-Eau Claire. He also attended the Master of Business Taxation program through the University of Minnesota Carlson School of Management. He has over 20 years of experience in public accounting, and also has been involved in several other successful business ventures that gives him the background and expertise to help clients plan and succeed.
Jason is a member of the American Institute of Certified Public Accountants. He is also a member of Zion Lutheran Church of Gilman. Jason and his wife Michelle have three children, Collin, Ethan and Aidan.”
“Dean has been with CarlsonSV for more than twenty-five 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, Minnesota Society of Certified Public Accountants and National Society of Accountants for Cooperatives and is also active in community organizations.”
“Matt has more the 20 years of experience working in public accounting. He specializes in tax services and consulting to a variety of industries and client types, including cooperatives, nonprofit 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 Accounts, the North Hennepin Chamber of Commerce, 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.”
“Jacob Holm is a Certified Public Accountant and a Partner at CarlsonSV, a full service accounting firm in New Ulm, MN.
Jacob earned his degree from Minnesota State University – Mankato and his CPA license from the Minnesota Board of Accountancy. He is a meember of the Minnesota Society of CPA’s, the American Institute of Certified Public Accountants, and the National Society of Accountants for Cooperatives.
Jacob joined CarlsonSV in 2005. In his current role, he is a Partner, with a focus on cooperatives and other ag-related entities.
Outside of work Jacob likes to spend time in the outdoors with 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.”
“James B. Schuetzle is a Certified Public Accountant and Partner at CarlsonSV, a multiple office CPA firm in Minnesota and Wisconsin. Jim graduated from Mankato State University in 1979 and been a member of the firm his entire 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.
Mr. Schuetzle carries a respected reputation built on his wealth of knowledge gained from his many years of experience in tandem with his true 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, active in his community with personal interests in golf, music and fishing.”
“Todd D. Anderson, CPA, is a partner in the Osceola and St. Croix Falls offices. Todd is a member of the firmâ€™s tax committee. Todd specializes in accounting, compilation and tax services to businesses and individuals. He works closely with businesses in the real estate, mortgage, manufacturing, insurance, hospitality, medical, and various professional industries.
Todd received his Bachelor of Science Degree in Accounting from UniversityÂ 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 in 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.”
“Eric D. Reis, CPA is a partner in the Abbotsford, WI office serving clients there since 1995. Eric specializes in accounting, income tax preparation, and tax planning for businesses and individuals.
Eric is actively involved at North Ridge Church of Abbotsford and currently serves as an Elder and Treasurer for the Church. He has been on the Board of Education for the Abbotsford School District since 2000 and is currently the Board Vice-President. He is also actively involved in the Abbotsford/Colby Area Chamber of Commerce. Eric and his wife Shannon reside in Abbotsford, WI and have three boys, Evan, Gavin, and Cashton.”
“Sue began her accounting career by assisting her family with the farm books and then gained additional experience through multiple 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.
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, WI. Sue works with all aspects of tax and accounting, and she specializes in all the facets of payroll.”
“Thomas Byrne, CPA, CGMA, EDFP – developed a small tax and accounting practice into a diversified full service accounting firm, handling individual, corporate, partnership, fiduciary and estate tax returns. He also served as partner in charge of certified audits (grain elevators, government, and banks), reviews, and compilations. Successfully sold the tax and accounting division to AgStar Financial in October of 2004 and continued to expand the business development consulting division to provide project development services to industries including hospitality, agriculture, manufacturing, waste to energy, and renewable energy. He led development of large scale renewable fuels projects worldwide including ethanol, algae, biomass, biodiesel, and wind projects. Expertise includes conducting feasibility studies, preparing business plans, organizing equity, structuring and negotiating debt with public and private financing organizations, as well as managing projects. Successfully coordinated the entire lifecycle of biofuels and renewable energy start-up projects from conceptualization to construction.
He recently has served as the CFO of Gforce Digital Technologies, LLC a group of technology and digital marketing companies. He has also served as a 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 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. Mr. Byrne currently serves on the ABOâ€™s Board of Directors and Board Secretary/treasurer. He is also the treasurer for the Algae Foundation organized in 2012.”