Schedule your Tax Review

You have two options to schedule your tax review.

Option 1: Select a tax advisor from this page by using the scheduling link below their name.

Option 2: Use the link below for the first available appointment with any tax advisor.

If you do not see the name of your tax advisor, please contact our office at (888) 421-0101 for availability of other tax advisors.

The meeting scheduler will display an up-to-date calendar and let you pick a convenient time.  Time is limited so we encourage you to schedule as soon as possible. We will contact you at the scheduled time with the phone number provided. 

Just a friendly reminder, if there are missing documents or signatures required, we will need this requested information in our office before your appointment.

Enrolled Agents

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

For more information or if you prefer to make an appointment over the phone or need additional assistance, please use the contact information below.

Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369

Tel: (888) 421.0101

Tax Advisors

Anne Darnay (Enrolled Agent)

Not available at this time.

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Karen Rutkowski (Enrolled Agent)

I would like to schedule my tax review with Karen.

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Dan Dorsey 

I would like to schedule my tax review with Dan.