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About Us

Background

For years, LWJM Professional Tax Services, LLC has been providing quality, personalized financial guidance to local individuals and businesses. LWJM Professional Tax Services, LLC's expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning. Payroll processing is also available.

 

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. LWJM Professional Tax Services, LLC is dedicated to meeting these goals with high standards of excellence and professionalism.

 

 

Our Team

Lynn M. Williams, EA - Partner

lynn@protaxservicesllc.com (507) 346-2815 EA - Enrolled Agent

1999 Graduate of Minnesota State University, Mankato with a Bachelors of Science in Accounting and Finance. 15+ years of experience in the financial and accounting industry. Expertise in Individual Tax, Small Business, Investment Tax Strategies and Quickbooks™. EA - Enrolled Agent 2016.

Jodi K. Miller-Hammes, ChFC - Partner

Jodi@protaxservicesllc.com (507) 261-9012

1989 Graduate of Minnesota State University, Mankato with a Bachelors of Business Administration in Human Resource Management. 19 years of financial planning experience.

Expertise in Retirement Planning, Tax Planning Strategies, Estate Planning Strategies and Chartable Giving.

Karen Heit-Office Manager

Karen@protaxservicesllc.com (507) 346-2815

Karen has been with the firm since 2000 and is experienced in all aspects of an Accounting Office. She is in charge of client payroll processing, tax return assembly and data input.