Prepare
Build an accurate foundation through tax filings and organized financial information.
TAX PREPARATION · ACCOUNTING · PROACTIVE TAX STRATEGY
More than tax preparation.
Better tax decisions begin before the return is filed. With offices in Woodbury and Maple Grove, we serve individuals, families and business owners throughout the Twin Cities and surrounding suburbs, helping turn financial information into a clearer plan.
Tax expertise. Connected to your broader ProWealth financial plan.
FORMERLY NELSON TAX & ACCOUNTING
A familiar Woodbury tax office, moving forward as ProWealth Tax Advisors.
ProWealth Tax Advisors is continuing the Nelson Tax & Accounting client practice. Existing clients can expect a clear transition, familiar local access and a broader focus on proactive tax planning.
Grant Fossum and the ProWealth Tax Advisors team bring valuable experience helping individuals, families, and business owners make thoughtful financial decisions. Their work has shown how closely taxes are connected to retirement planning, investments, business ownership, insurance, and other long-term goals. This experience allows the team to provide thoughtful, connected guidance centered on the goals, priorities, and complete financial picture of the people, families, and business owners they serve.
HOW WE WORK
A year-round planning rhythm.
Technology improves the process. Professional judgment guides the decisions.
Identify
Find opportunities, risks and unanswered questions in the numbers.
Plan
Compare strategies before decisions and deadlines make the choice for you.
Implement
Coordinate selected tax and business actions with the right professionals.
Monitor
Revisit the plan as your business, income and financial life change.
WHAT WE DO
Services designed around your tax, business, and financial life.
Individual Tax
Accurate preparation and thoughtful planning for individuals and families with increasingly complex financial lives.
Business Tax
Tax compliance and forward-looking advice shaped around your entity, cash flow, ownership and long-term goals.
Accounting & Bookkeeping
Organized, decision-ready financial information that keeps your business prepared throughout the year.
Tax Planning
Year-round analysis that identifies opportunities while there is still time to act—not after the year is over.
Financial Planning
Comprehensive planning through ProWealth Financial that connects cash flow, investments, taxes, insurance, retirement and long-term goals.
Wealth Management
Coordinated investment guidance through ProWealth Financial that organizes your assets, clarifies how they are positioned and connects them with your tax strategy.
FOR BUSINESS OWNERS
Your business and your taxes should not be planned separately.
The decisions you make inside the business affect the wealth you build outside of it. We bring accounting, tax preparation and forward-looking planning into one coordinated conversation.
- Entity structure and owner compensation
- Estimated taxes and cash flow
- Accounting and bookkeeping readiness
- 401(k) and business retirement plans
- Depreciation and capital purchases
- Buy-sell funding and succession planning
THE BROADER PROWEALTH RELATIONSHIP
Full-service wealth & tax management.
Your tax return is one part of a much bigger picture. Connect the decisions you make about your wealth, family and business with the professionals who help you plan for them.
Tax and accounting through ProWealth Tax Advisors. Wealth and financial planning through ProWealth Financial. Coordinated advice, with separate services and engagements.
01Wealth & tax management
Wealth management, informed by your taxes.
Connect investment management, retirement income and financial planning with year-round tax preparation and strategy. ProWealth Financial and ProWealth Tax Advisors coordinate around your goals, with your permission.
Investments · Retirement income · Tax coordinationDiscuss your full financial picture Continue to ProWealth Financial02Life insurance
Protect the people who depend on you.
Review your life insurance needs, existing coverage and beneficiaries with an appropriately licensed professional. Consider how protection for your family fits with your income, business responsibilities and long-term goals.
Family protection · Coverage reviews · BeneficiariesDiscuss life insurance Continue to ProWealth Financial03Buy-sell planning
Plan for the future of your ownership.
Bring your legal, tax and financial professionals together to review buy-sell arrangements, ownership transitions and funding options, including life insurance where appropriate. Your attorney prepares or reviews the legal agreement.
Buy-sell funding · Key-person protection · SuccessionDiscuss buy-sell planning Continue to ProWealth Financial04401(k) & retirement plans
Build a retirement plan for your business.
Explore a new 401(k) or review your existing plan with ProWealth Financial. Coordinate owner and employee goals, investment options and plan design with your tax professionals and plan administrator.
401(k) plans · Owner goals · Employee retirementDiscuss a business retirement plan Continue to ProWealth FinancialStart with the question that matters to you. We can help you identify the right professionals for the conversation.
Explore Roth IRA planningProWealth Tax Advisors provides tax and accounting services separately from the securities and advisory services offered through LPL Financial. Insurance is discussed and offered only by appropriately licensed professionals. Coordination and information sharing occur when appropriate and with required client authorization. Services, agreements and billing remain separate; clients may choose either firm independently.
SECURE CLIENT ACCESS
Organize, upload and track everything in one secure place.
Sign in to your TaxDome portal to complete assigned organizers, upload tax documents, sign forms, pay invoices and communicate with the tax team.
Complete Your Tax Organizer
Answer your assigned questions and attach supporting documents.
Upload Tax Documents
Securely add W-2s, 1099s and other files to your client account.
Enter the Client Portal
View messages, signatures, invoices and the status of your work.
LET’S TALK
Ready for more clarity?
Request an appointment using the contact form. Clients can meet with our staff at either office.
CALL US(651) 455-4621EMAIL UStax@prowealthtax.com
VISIT USWoodbury1625 Radio Drive, Suite 140
Woodbury, MN 55125
Monday–Friday, 9 a.m.–4 p.m.Maple Grove101 Broadway Street West, Suite 103
Maple Grove, MN 55369
Monday–Friday, 8 a.m.–5 p.m.
Woodbury, MN 55125
Monday–Friday, 9 a.m.–4 p.m.Maple Grove101 Broadway Street West, Suite 103
Maple Grove, MN 55369
Monday–Friday, 8 a.m.–5 p.m.