CarlsonSV Partners and Managers

“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 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 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.”

“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.”

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 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.”

“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.”