About us:
Gray Duck Tax is a personalized, virtual tax accounting firm which serves individuals and families with their tax needs in the Minneapolis area, as well as across the entire US. We provide accurate and efficient tax return preparation services to simplify your tax filing process. We also offer comprehensive tax services for upcoming returns and will work with you to plan ahead and maximize appropriate deductions and credit opportunities. No one can predict the future, but we can all benefit from strategic planning.
Individual Tax Returns:
We prepare comprehensive tax returns for individuals (Form 1040), ensuring that all eligible deductions, credits, and exemptions are considered to maximize the tax refund or minimize the tax liability.
Tax Planning:
We prepare current and future year tax projections to identify tax savings opportunities and strategies. Tax planning is essential to helping successfully and legally reduce the amount of tax liabilities.
Today’s tax laws are complicated. With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually and professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
We will answer all of your questions, as they impact both your tax and financial situations.
We welcome you to contact us anytime.
Meet JANE MCKINLEY, EA, CFP®, ChFC
Jane is an Enrolled Agent (EA), a federally authorized tax practitioner. This designation offers unlimited practice rights before the IRS. Jane started her finance career as an advisor in 2004 and obtained her CFP® designation in January 2008. With 20 years of experience in financial planning and wealth management and licensed as both an EA and CFP®, she is uniquely positioned to help clients navigate the complexities of their life as it relates to their tax situation as she leverages her financial planning skills along with my deep knowledge of tax regulations to optimize clients’ tax planning and savings.
OUR VALUES
We provide outstanding service to our clients because of our dedication to the
three underlying principles of integrity, trust and quality.
Integrity
We will always stand behind our word, always be honest, act ethically
and transparently in all business dealings, keep our promises and always be accountable.
Trust
We will demonstrate transparency in communication, actively listen,
uphold commitments consistently, and be open to feedback.
Quality
We will prioritize the consistent delivery of high-standard tax
planning and preparation, always looking for ways to enhance quality further.