Sagacity Tax & Accounting – Your Trusted Tax Advisor in Minnesota

Twin Cities CPA firm for tax preparation, planning, bookkeeping, and IRS representation.

Black and white folder icon.

Tax Preparation & Filing

Document icon with flowchart graphic.

Tax Planning & Advisory

Calculator and document with dollar sign symbol, indicating finances.

Bookkeeping & Accounting

Sagacity Tax & Accounting

Snowy urban street with brick buildings and a skyway connecting them.

Personal Attention. Proactive Advice.

Sagacity Tax & Accounting is a Twin Cities CPA firm helping individuals and small businesses move forward with clear, confident decisions. From tax preparation residents across the US can rely upon to bookkeeping services business owners can trust, we combine deep technical expertise with practical guidance you can actually use. “Sagacity” means wisdom and foresight, and that’s exactly how we approach every return, every set of books, and every advisory conversation. As a virtual CPA serving clients in more than 25 states, we deliver personal attention with the flexibility of secure online service.


Wondering what makes a good CPA firm in the Twin Cities and beyond? It starts with proactive advice, transparent communication, and a small-firm relationship where your questions are always welcome.


Clients often wonder, “Can a CPA help me save money on taxes?” Our answer is yes — through smart planning, reviewing prior returns, and staying ahead of tax law changes, we help you keep more of what you earn while staying fully compliant.

Person's hands using a calculator and writing on paper near a laptop, indoors.

We Do More Than “Year-End Cleanups”

At Zastenchik & Co., we work with business owners who want more from their CPA. Our team provides timely, understandable reports, structured planning meetings, and responsive answers all year long—not just at tax time. With us, you’re not hiring a bookkeeper—you’re gaining a financial partner.

A woman in a white top and green skirt is standing in front of a wooden table.

Why Businesses Choose Sagacity Tax

Black diamond with check mark inside.
Work With An Experienced, Licensed CPA
Checkmark inside a diamond shape.
Personal Attention & Small-Firm Feel
Diamond shape with a checkmark inside.
Saving You Money with Sagacious Strategies

Comprehensive Tax & Accounting Services

Whether you’re filing a straightforward individual return or running a growing professional services firm, Sagacity Tax provides end-to-end support. As your small business accountant Minnesota entrepreneurs can rely on, we handle the details — deadlines, documentation, and ever-changing regulations — so you can focus on clients and growth. We prepare federal, state, and local returns, maintain accurate books, and advise on year-round strategies designed to reduce surprises at tax time.

Tax Preparation & Filing

Professional preparation of individual and business returns, including federal, Minnesota, and other state filings as needed. We monitor tax law changes, review your documents thoroughly, and file electronically whenever possible for speed and accuracy. Whether you’re a W-2 employee, independent professional, or multi-entity business owner, we make tax season predictable and manageable.

Bookkeeping & Accounting

Accurate, up-to-date books are the foundation of every good decision. We provide ongoing bookkeeping and accounting support — from transaction recording and reconciliations to financial statements and cash-flow insight. Our bookkeeping services MN clients appreciate are CPA-led, so your books are always ready for tax time and lender conversations.

Tax Planning & Advisory

Tax planning is where we bring the “sagacity” to life. Instead of reacting once a year, we work with you throughout the year to model scenarios, plan for major purchases or life events, and structure your income in tax-efficient ways. You’ll know in advance where you stand, with options to reduce what you owe over time.

What Our Clients Say About Working With Us

TESTIMONIALS

Ben S.

Fantastic experience. Tom is extremely knowledgeable and an efficient communicator, responds to questions immediately.

Lon P.

Personal, knowledgeable, professional. This was my first time using a true tax professional. Going forward, Sagacity Tax & Accounting is my personal tax professional. Thanks again, Thomas.

Michael P.

Tom has been doing our taxes for the past few years and we have been very pleased with his service, efficiency and responsiveness. He's always available to answer any questions we have.

Tina P.

I’ve been using Tom’s services for years and couldn’t be more pleased! He’s always making recommendations I never thought of, super responsive no matter how busy he is, and very detailed in his work product. I recommend him hands down (and have to family, that says a lot!).

John L.

Tom is very diligent, and competent in what he does. Highly recommended!

Susan G.

Tom is extremely knowledgeable and easy to work with!

Dan F.

Tom is the best accountant I've worked with in my 10 years of owning a business. When I need something he gets it to me immediately and he's always available to answer my tax questions. His costs are very reasonable and I would recommend him to anyone.

Nathan O.

Wow!! What a difference changing tax services has made to me!! First off, I was able to file on time as Tom was able to give me quick email responses and short to do lists that didn’t overwhelm me 😊 There was a lot to accomplish in a short amount of time, but we did it together and I learned a lot too! Oh, did I mention he also was able to save me money!! I am very grateful for this referral from a friend!! Thank you Sagacity Tax & Accounting☺️

Ben S.

Fantastic experience. Tom is extremely knowledgeable and an efficient communicator, responds to questions immediately.

Planning for Real People

Financial success looks different for everyone. We work with a wide range of clients, including military members, women in transition, and families planning for the future. Our goal is to provide clear, strategic advise that meets you where you are.

Partners Who Put You First

A Family-Owned Firm with a Client-First Approach

Founded by a father-daughter team, MVEST Wealth Partners has always been more than a financial firm—it’s a family business committed to building strong, lasting relationships with our clients. As we continue to grow, we remain dedicated to providing personalized wealth management, financial planning, and investment strategies tailored to each individual’s unique goals.