Jon Moulton Accounting of Lino Lakes

Jon Moulton Accounting of Lino Lakes is an accountant serving Lino Lakes, MN. The firm provides local accounting and tax services for individuals and small businesses, with tax preparation as a core offering alongside financial planning and investment guidance. Services cover 401k advice, retirement planning, and tax preparation, with appointments scheduled by phone or online during tax season and drop-off returns accepted without an appointment. Clients can submit documents in person, by mail, or through a secure online client portal.

The firm has been operating for over 45 years, originally founded by Jon Moulton in North Branch, Minnesota. Jon has since retired and the practice continues under his name with the same service approach. The team is led by Mary J. Narcum, CPA, Jon's daughter, who brings 25 or more years of tax accounting experience and specializes in S-Corps, partnerships, multi-state returns, and tax planning. Wally Narcum, an Enrolled Agent, serves as tax preparer and financial advisor, focusing on estates, trusts, gift tax, retirement, and financial planning. Jeri Lindahl, also an Enrolled Agent, handles individual and farm returns and is a resource for social security questions and the client portal. Scotti Gunderson manages drop-off returns and front office work, including e-filing and past-year catch-up returns. Additional front and back office staff members Sherry, Charles, Jadyn, Jack, and Bonnie assist with drop-offs, e-filing, phones, and customer service.

The office is located at 20 Lake St N STE 103, just north of Highway 61 and W Broadway Ave Circle. Phone and fax lines are listed at 651-272-5187 and 651-272-5105, and the firm is available year-round to answer tax questions. The firm holds a rating of 4.50 from the customers who have reviewed it.