CarlsonSV Partners and Managers

Providing exceptional accounting, audit, tax, and consulting services to the Midwest area for over 40 years.
All Locations
Margo A. Rosen Partner Amery

Managing Partner

Margo's Bio

“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. She also enjoys watching her 3 children participate in sporting events and show beef cattle.”

Dirk A. Prindle Partner Amery

Partner

Dirk's Bio

“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 clients’ 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 firm’s tagline “Integrity, Quality, Reliability” very serious with his unwavering ethical stature, relentless pursuit of increasing his knowledge about his clients’ industries as well as constantly being available to his clients’ needs. Dirk enjoys spending time with his family and being involved in local community events.”

Matt Guyer

Partner

Matt Guyer, CPA
Golden Valley, WI

Matt's Bio

“Matt has more than 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 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 New Ulm

Partner

Jacob Holm, CPA
New Ulm, MN

Jacob's Bio
Born and raised in New Ulm, Minnesota, Jake Holm has spent his life surrounded by the thriving agribusiness industry that defines this region. He serves as a partner at the firm’s New Ulm location, where he works with some of the industry’s finest cooperatives and ag-related businesses. Jake’s in-depth knowledge and extensive agribusiness experience guide each client interaction, from audits and other attestation services to tax and financial planning and preparation.

Active in his local community, Jake is a member of the New Ulm Jaycees and serves on the board of Intermediate School District 88 Foundation, whose purpose is raising and distributing supplemental funds to enhance area education and promote student achievement and development. A skilled hockey player, Jake not only plays on a men’s hockey league team, but also coaches youth level hockey.

Jake’s free time is focused on spending time with his family and travelling with his wife. He also finds the time to pursue his passion for the outdoors, hunting, camping, golfing and riding mountain bike.

Todd Anderson Partner Osceola

Partner

Todd's Bio

“Todd D. Anderson, CPA, is a partner in the Osceola and St. Croix Falls offices. Todd is a member of the firm’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 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 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.”

Roger Van Someren Managing Partner Amery

Retired Partner

Roger's Bio
Roger Van Someren, one of the firm’s founding partners, not only guides CarlsonSV toward a cohesive, relevant future, but also provides audit, tax, and consulting services for a wide range of patron-owned farm supply, consumer, utility, and manufacturing cooperatives; other agribusiness entities; mutual insurance companies; and non-profit organizations.

More than 40 years of working with the cooperative system have convinced Roger that it is one of the best structures for business organization and operation. Based on democratic principles, cooperatives challenge member-owners to create an ethical organization sustained by sound managerial practices that provide strategic results.

Roger is equally committed to his local community, and is active in the Amery Community Club, the Association Retreat Center (ARC), and his church council.

Visiting his numerous grandchildren, traveling, biking, and hiking keep Roger on the go. His travel adventures range from a mission trip to Brazil, where the group participated in house painting and school and orphanage clean-up, to motorcycling with his wife in the local area or exploring farther afield.

Dean Birkeland Partner Fergus Falls

Principal

Dean Birkeland, CPA
Fergus Falls, MN

Dean's Bio

“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.”

Michelle Rivard Osceola

Chief Operating Officer

Michelle's Bio
Michelle specializes in tax preparation for individuals and small businesses, payroll processing, bookkeeping, and tax research. Michelle received her Bachelor’s Degree in Accounting from University of Wisconsin – River Falls and is currently a member of the AICPA and Minnesota Society of CPAs. Outside of the office, Michelle loves spending time with family and friends, playing cribbage and cards, and going to the family cabin.
Richard Davis Manager Amery

Tax Manager

Richard's Bio
Rick Davis is a Certified Public Accountant who has been with CarlsonSV since 2000. He has his CPA certificates in both Minnesota and Wisconsin. Rick practices in various areas of income tax; including individual, business, non-profits, trust and estates. Rick is also very knowledgeable in small business matters and consulting. Rick received his Bachelor of Science degree from California State University in Long Beach. Rick is active in different community organizations and is also a member of the Amery City Council. He enjoys time with his family, and time golfing, hunting and boating activities.
Cathy A. Gille Manager Amery

Tax Manager

Cathy's Bio
Cathy specializes in tax planning and compliance for individuals, small businesses, trust 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 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, 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 MN Society of CPAs and the AICPA.
Susan Hartman Manager Amery WI

Tax Manager

Sue's Bio

“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 A. Byrne Manager Golden Valley

Tax Manager

Tom's Bio

“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 ABO’s Board of Directors and Board Secretary/treasurer. He is also the treasurer for the Algae Foundation organized in 2012.”