25 N Lake Street, Suite 210 | Forest Lake, MN 55025
651-464-8681
25 N Lake Street, Suite 210 | Forest Lake, MN 55025
651-464-8681
Wendy, a graduate of the University of Minnesota, has worked in the field of tax accounting since 1984. Years of experience working with small businesses and their owners has enabled her to develop skills in consulting with clients to put tax strategies in place that will coordinate favorably with the business transactions.
A resident of Forest Lake since 1988, Wendy and her husband, Gary, have three grown children – all graduated from Forest Lake Public High School, and two have made their homes in the area. She enjoys spending time with grandchildren, gardening, kayaking, hiking and traveling to new places.
Wendy meets regularly with clients, and oversees and reviews accounting and tax returns prepared in the office.
Wendy has held a CPA license since 1986, and completes at least 40 hours of continuing education each year related to tax, business, and financial services.
To learn more about Marty Rychley then please CLICK HERE and visit Marty's Bio on the Rychley Tax & Financial Serivces Website.
Lynette, our business accounting manager, joined us in 2010 after taking some time out of the workforce to stay at home while her children were young. She has an Associate’s Degree in accounting and has 21 years total experience in public accounting. Her skills include corporate, partnership and individual tax preparation, tax planning, payroll services, bookkeeping and QuickBooks accounting.
Residents of Forest Lake since 1998, Lynette and her husband, Bruce, have two grown sons, Dominick, a college graduate, and Hunter, a senior at the University of Minnesota. Family time is Lynette’s top priority, and she enjoys traveling and spending time in northern Minnesota at their family cabin.
Lynette has passed three extensive IRS exams and holds an enrolled agent license. The license allows her to represent clients involved in IRS disputes and examinations. She completes 24 hours of continuing education annually on tax subjects.
To learn more about Christian Gaffy please CLICK HERE and visit Christian's Bio on the Rychley Tax & Financial Serivces Website.
Lori joined us early in 2022 after a 19-year career in insurance sales and client service. She holds licenses in property, casualty, health and life insurance and is the most knowledgeable person in our office regarding insurance.. Lori lives in Forest Lake with her husband, Greg. They have six grown sons and daughters, and seven young grandchildren. She is passionate about spending time with those little people! In her leisure time Lori enjoys flower and vegetable gardening.
People are tempted to take tax advice from the media, friends, coworkers, relatives and neighbors. The dollars at stake may be substantial.
We are dedicated to giving you the best service possible. Come in and talk with us face to face, or simply give us a call, we're glad to help.
We believe in taking a holistic approach to the planning in your financial life, recognizing that tax strategies, financial goals, and insurance needs are interrelated.
We believe in taking a holistic approach to the planning in your financial life, recognizing that tax strategies, financial goals, and insurance needs are interrelated.