Jennifer Verly

Principal | Tax

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Contact Info

612-359-9630  Phone
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Professional Experience

Jen Verly (CPA) provides in-depth tax and accounting guidance to privately held businesses and their owners. As a leader of the firm and tax department, Jen is highly regarded by her clients in her diligence to work on their unique situations, and help them understand how to use that information to make good decisions. Her favorite part of being a close business advisor to her clients is seeing what matters most to them impacted positively, such as the success of their business as well as the enrichment of their employees, families and community.

“My goal is to continually be the kind of approachable, easy to work with CPA that clients feel open to calling and asking me their questions,” says Jen. “I like to work through it with them and explain complex tax or business issues to my clients in plain English, so they can understand their situation.”

Jen works with clients in a variety of industries including commercial real estate, grocery, retail, restaurants, and professional services. She also specializes in consulting with highly compensated individuals including tax planning, stock options, and passive investments.

Jen is a Twin Cities native who grew up and currently resides in Lakeville. In her free time, Jen has a passion for weekend road trips (and vacations) to explore the wineries of Minnesota, Wisconsin and California, and to apply her creative culinary skills by inventing new desserts.

 

Areas of Expertise

Individual Tax Planning + Consulting
Multi-state Tax Compliance
Accounting Software Assistance
Commercial Real Estate Development
Related Party Real Estate Rentals
Related Entity Tax Planning + Compliance

 

Education + Credentials

B.S. in Accounting from Mankato State University
Certified Public Accountant (CPA)

 

Professional Memberships

American Institute of Certified Public Accountants (AICPA)
Minnesota Society of Certified Public Accountants (MNCPA)
Minnesota Grocers Association (MGA)
Minnesota Restaurant Association (MRA)
SCORE Minneapolis – CEO Roundtable

 

Community and Civic Activities

Board Member – Cultural Jambalaya

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Four Smart Moves for Choosing (or Changing) Your Business Structure

Choosing a business structure is a decision that should never be taken lightly. While income taxation and owner liability are the primary differences between a C corporation, S corporation, or limited liability company (LLC), there are other lesser-known variations that could significantly impact your business. The good news is business structures aren’t set in stone; … Continued

How Business Owners Can Avoid Mistakes That Derail Successful Companies

At a recent panel discussion with other Twin Cities business advisors, Jen Verly, CPA, was asked about the top business mistakes that business owners should learn from others, and avoid. The workshop was titled “Avoid the Avoidable” and was sponsored by UPSIZE Magazine with Club Entrepreneurship and held at the Minneapolis Club.