Services
Valtinson Tax Services
Tax Services
We help you keep more of what you earn. We analyze your situation to ensure you are taking advantage of the latest tax laws and tax saving strategies.
Bookkeeping
As a Certified QuickBooks Advisor, we specialize in customizing QuickBooks for your unique needs and help you get the most out of your accounting software.
Payroll
We offer an affordable, accurate and timely payroll service. Allowing you to outsource your tax filing and accounting reports and focus on your business.
Professional Incorporation
We’ll guide you in choosing the most appropriate business structure that could save you thousands of dollars of taxes every year.
IRS Representation
With our record of successfully assisting our clients with IRS issues, you can be assured that you’ll be represented using the highest ethical and professional standard.
Tax services are offered through Valtinson Tax Services, LLC. Valtinson Tax Services, LLC and Valtinson Bruner Financial Planning, LLC are not affiliated. Bridget Ardoyno, Justen Valtinson, and Tyler Valtinson are not registered with Valtinson Bruner Financial Planning, LLC and do not offer securities or investment advisory services.
Tax Staff
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Kellen Enright, CFP®, EA
Certified Financial Planner™, IRS Enrolled Agent
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Bruner Financial Planning
Larry Valtinson
CERTIFIED FINANCIAL PLANNER™
Larry has been helping his clients meet their financial planning goals since 1984. He attended the University of Minnesota School of Business. He became a Certified Financial Planner™(CFP®) through the College of Financial Planning in Denver, Colorado in 1989. His love for financial planning and tax strategy shines through in his work for clients and small businesses.
Justen Valtinson
Managing Partner
Justen is a staff accountant handling individual, business, and trust tax returns as well as tax filings for payroll clients and new business registrations. He graduated from Metropolitan State University In 2013 with a Bachelor of Science in Business Administration. He is currently studying to become an Enrolled Agent.
Tyler Valtinson, EA
Managing Partner – IRS Enrolled Agent
Tyler is a staff accountant handling individual, business, and trust returns as well as new business formations. He is an Enrolled Agent which allows him to represent all taxpayers before the IRS. To become an Enrolled Agent, he had to pass a three-part comprehensive test covering Individual, Business, & Representation. As an Enrolled Agent, Tyler is required to complete 72 hours of continuing education every three years, ensuring that he keeps up-to-date with yearly changes to the tax code. He is also licensed in auto & home insurance.
Varun Mehta
TAX ASSOCIATE
Varun completed his Masters education at Hamline University in St. Paul. He is currently working towards his Enrolled Agent certification.
Varun joined our team in August of 2021. He assists in tax preparation and client service.
Kellen Enright, CFP®, EA
CERTIFIED FINANCIAL PLANNER™, IRS Enrolled Agent
Kellen loves working closely with his clients to develop a deep understanding of their needs and goals. He enjoys using scenario modeling to educate his clients and help them make good financial decisions. He completed his financial planning degree at Minnesota State University – Mankato before earning the Certified Financial Planner® (CFP) and IRS Enrolled Agent (EA) designations. He has worked in the financial services industry since 2017.
Hayden Thom
Tax Associate
Hayden joined Valtinson-Bruner Financial Planning in 2024 as an Associate Financial Planner. Hayden aids in the preparation and follow up for client meetings. Hayden has been working in financial planning since 2022 and earned an accounting degree from Anoka-Ramsey Community College and a finance degree from the University of Minnesota-Duluth.
Brandon Valtinson
Financial Planner
Brandon@ValtinsonFinancial.com
Brandon believes in using his financial planning expertise to simplify complex topics to help his clients gain understanding. He focuses on educating his clients to fully understand their options and why a strategy makes sense before implementation. Prior to joining Valtinson Bruner Financial Planning, Brandon spent eight years of his career working for one of the largest financial institutions in the United States. He held positions in customer service, treasury management, and finally as a treasury management consultant for local governments across the Midwest.
Rob Bruner ChFC RICP®
CERTIFIED FINANCIAL PLANNER™
Rob loves sorting through financial data and crafting a plan that meets our client’s goals. He is especially passionate about developing retirement income plans. He strongly believes that a clear plan for providing monthly income leads to retirement happiness and fulfillment. Rob has been in the financial services industry since 1998. He has the following designations: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP®)
Kelly Godfrey
Administrative Services
Kelly joined the Valtinson Financial Services team in 2017 and assists with key administrative and business processing for the financial and tax firms. Kelly assists the Valtinson Bruner Financial and Valtinson Tax teams with many of the administrative needs they have so they can concentrate on taking care of our clients.
Diane Cowan
Administrative Services
Diane joined the Valtinson Financial Services team in 2025 and is the first point-of-contact at the front desk. She answers and directs phone calls and sets appointments. Diane assists the Valtinson team with many of the administrative needs they have so they can concentrate on taking care of our clients.
