Theuninck & Kari

Our Mission

Jeffrey W. Kari, LLC is a trusted accounting and financial consulting firm serving individuals and businesses in the Forest Lake area. We are dedicated to providing personalized, professional guidance and support to help you achieve your financial and business goals.

Our Expertise

Our experienced team combines extensive knowledge in accounting, tax planning, and financial consulting to offer a comprehensive range of services, including:

Individual Services

• Tax preparation and filing
• Tax planning and consultation
• Financial planning and budgeting
• Retirement planning
• Estate planning and insurance review

Business Services

• Financial statement preparation and analysis
• Accounting system setup and support
• Business consulting and management
• Employee benefit plan consulting
• Transaction support and due diligence

Client-Focused Approach

We believe in building strong relationships and providing personalized attention to each client. We take the time to understand your unique situation, goals, and challenges to develop tailored solutions and strategies. Our team works collaboratively with you to achieve positive outcomes and ensure your financial success.

Our Values

• Integrity: We adhere to the highest ethical standards and maintain confidentiality in all client engagements.
• Client Focus: We prioritize your needs and are dedicated to providing exceptional service and communication.
• Professionalism: Our team consists of experienced and certified professionals who are committed to continuous learning and development.

Our Commitment

Jeffrey W. Kari, LLC is committed to providing:

• Accessibility: Convenient online services and flexible appointment scheduling.
• Responsiveness: Timely communication and personalized feedback.
• Results: Data-driven strategies and transparent reporting to track your progress.

Experience You Can Trust

With years of experience serving clients in the Forest Lake area, we have successfully guided individuals and businesses towards financial success. Our commitment to quality, personalized service has earned us the trust of our clients and the community.

Contact Us Today

If you are seeking a reliable and experienced accounting and financial planning partner, contact Jeffrey W. Kari, LLC today. We look forward to discussing your unique needs and working with you towards achieving your financial goals.