Jon Moulton Accounting

At Jon Moulton Accounting, our mission is to provide exceptional tax preparation and financial services to individuals and small businesses in the North Branch, Minnesota area. Our team of experienced professionals is dedicated to making tax preparation simple and hassle-free for our clients.

We Are a Family-Owned Business

Jon Moulton, the founder of our company, started his accounting business over 45 years ago in North Branch, Minnesota. He has since retired, but his legacy lives on through our continued commitment to providing excellent customer service. Our team is led by Mary J. Narcum, CPA, Jon's daughter, who has over 25 years of tax accounting experience. Mary specializes in S-Corps, partnerships, multi-state returns, and tax planning.

Our Team of Experts

We have a team of talented professionals who are dedicated to providing you with the best possible service. Our tax preparers are highly skilled and experienced in preparing individual and business tax returns. Our financial advisors offer expert advice on estate planning, tax planning, and retirement planning. Our front office staff are friendly and knowledgeable, and are always happy to assist you with any questions or concerns.

Tax Preparation

At Jon Moulton Accounting, we understand that tax preparation can be a daunting task. That's why we're here to help. We offer a wide range of tax preparation services, including:

• Individual and small business tax returns
• Multi-state returns
• Estate and trust tax preparation
• Tax planning and consulting

Financial Services

We also offer financial planning and investment advice to help you achieve your financial goals. Our financial advisors can help you create a customized financial plan that meets your unique needs and circumstances. We can assist with:

• Retirement planning
• Estate planning
• Investment strategy
• Financial planning

Office Hours and Location

We are conveniently located at 20 Lake St North Ste 103, Forest Lake, MN 55025. Our office hours are:

• Monday - Friday: 8:00 AM - 7:00 PM
• Saturday: 9:00 AM - 2:00 PM
• Off-season: Tuesday - Wednesday: 9:00 AM - 4:00 PM