About us
A small firm in Eau Claire since 2011
A CPA, an enrolled agent, a bookkeeping lead and a preparer, working from one office on Millrace Lane.
Our story
We started the firm we wanted to hire
Naomi Lindqvist and Daniel Mercer met at a regional firm in Minneapolis, where they spent their days on invoices for the hours and their evenings answering friends’ tax questions for free. In 2011 they moved to Eau Claire, Naomi’s hometown area, and opened a two-room office above a bike shop.
We’ve stayed small on purpose. A new client meets a partner at the first call, a preparer works on the return, and a CPA or enrolled agent reviews it before it’s filed. When you call, you reach someone who knows your file.
- 2011The year we opened
- 2 statesWhere our CPA is licensed: Wisconsin and Minnesota
- Every returnReviewed by a partner before it’s filed
The people you’ll meet
Tap a name to read more about what each of us does and what we hold.
- NL
Naomi Lindqvist, CPA
Partner, CPA
Starts every client with a plain-language price. Prepares business returns and does the year-end planning.
CPA, licensed in Wisconsin and Minnesota · B.B.A. Accounting, UW–Eau Claire
More about Naomi Lindqvist, CPA - DM
Daniel Mercer, EA
Partner, enrolled agent
Handles IRS and state letters, back years and self-employed returns, and explains each one in words you’d use.
Enrolled agent (enrolled to represent taxpayers before the IRS) · B.S. Accounting, Winona State
More about Daniel Mercer, EA - PR
Priya Raman
Bookkeeping and payroll lead
Keeps our monthly clients’ books closed by the tenth and answers the QuickBooks questions.
QuickBooks Online ProAdvisor · 11 years in small-business bookkeeping
More about Priya Raman - MV
Marisol Vega
Tax preparer
Prepares individual and family returns in English or Spanish. Se habla español.
PTIN holder · IRS Annual Filing Season Program record of completion
More about Marisol Vega
What our credentials mean
Who may represent you before the IRS depends on the credential, so we say who holds what.
- 1
CPA
A license from a state board. Naomi is licensed in Wisconsin and Minnesota, and may represent you before the IRS.
- 2
Enrolled agent
Enrolled with the IRS after passing its tax exam. Daniel is enrolled to represent taxpayers before the Internal Revenue Service.
- 3
Preparer with a PTIN
Prepares returns and has limited rights to represent clients. Marisol holds a PTIN and has completed the IRS Annual Filing Season Program.
Check for yourself
You can verify a tax professional
The IRS publishes a directory of federal tax return preparers with credentials, and each state board of accountancy lets you look up a CPA’s license. We’re glad when clients check.
In our clients’ words
- ★★★★★
“I had put my taxes off for two years out of pure dread. Daniel went through everything in one meeting, told me what it would cost, and the bill matched. I’m caught up now and I sleep better.”
Karen M.Freelance photographerReview on Google - ★★★★★
“Priya cleaned up a year of messy books and now my numbers are ready by the 10th every month. For the first time I know what I can actually spend.”
Andre W.Landscaping company ownerReview on Google - ★★★★★
“Naomi walked us through an S corporation election and the payroll that goes with it, including the cases where it wouldn’t be worth it. We appreciated the honesty.”
Jess P.Café ownerReview on Google - ★★★★★
“Marisol goes through our return with us every year and explains what changed. She’s plain-spoken and never makes us feel silly for asking.”
Tom and Beth H.Retired coupleReview on Google - ★★★★★
“I got a letter from the state about an old return. Daniel answered it and I never had to talk to anyone. The invoice afterward was exactly the number he gave me.”
Luis R.Rental property ownerReview on Google - ★★★★★
“I liked seeing the price before I booked. The portal is easy and nobody asked me to email a single paper.”
Hannah B.Nurse with a side businessReview on Google
Who we are and how we work
What is the difference between a CPA, an enrolled agent and a tax preparer?
A CPA is licensed by a state board. Naomi is a CPA in Wisconsin and Minnesota. An enrolled agent is enrolled with the IRS after passing its tax exam: Daniel is one, and may represent you before the IRS. A preparer with a PTIN, like Marisol, prepares returns, and has limited rights to represent clients. All three can prepare your return, and a partner reviews every one.
Do you work with people outside Eau Claire?
Yes. Many clients meet with us by phone or video and send papers through the portal. We prepare federal returns for clients anywhere in the United States, and state returns for Wisconsin, Minnesota and several other states. Ask on your first call about yours.
Do you work with small businesses, self-employed people and landlords?
Yes, they’re most of our clients: sole proprietors, LLCs, S corporations, partnerships, rental owners and gig workers. We prepare their returns, keep their books, run payroll and help them choose how to set the business up.
Can you help me in Spanish?
Yes. Marisol Vega speaks Spanish and can hold your first call, meeting and return review in Spanish. Our engagement letter and forms are in English, and she will go through them with you. Se habla español.
Come meet us
We’re at 88 Millrace Lane, Suite 200. Book a free first call and we’ll start there.