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PROFILE

K. James (Jim) Guddal is the president and owner of the firm.   Jim has over 25 years experience in public accounting, tax preparation and financial planning services.   Providing high quality of service for a fair and reasonable fee has always been his mission.  Jim has owned and operated his practice since 1978.  

 

Professional experience:

  • Owner of Acorn Tax & Financial Services, Inc. a tax preparation and consulting firm.
  • Independent financial planner and advisor. 
  • Trust investment officer with US Bank.
  • Personal Trust Officer with So California bank.
  • Real estate developer.
  • Founder and President of worldwide manufacturer of custom equipment.

Professional Credentials

  • CPA - Certified Public Accountant
  • EA - Enrolled Agent authorized to represent clients before the Internal Revenue Service.
  • ATA - Accredited Tax Advisor
  • CFPTM - Certified Financial Planner

 

Educational Accomplishments

  • MBA - Master's Degree in Business Admin - California State University at Long Beach.
  • BS - Bachelors Degree in Finance - California State University at Long Beach. 
  • Phi Kappa Phi

Professional Affiliations

  • NSA - National Society of Accountants
  • MAPA - Minnesota Association of Public Accountants
  • FPA - Financial Planning Association

Business Affiliations

  • Rotary International - Past member Minnetonka Minnesota Club - Paul Harris Fellow.
  • Friendship Foundation - Chairman of the Board 2002-2004, Founder and board member 1991 to 2004.  Member of the Investment Committee.
  • Friendship Ventures, an organization serving the needs of multiple handicapped persons - Board member 1981 to 1991.  Also served as Treasurer.
  • Speech & Language Development Center, Anaheim, CA - Frmr Board Member and Treasure - 5 years.
  • Minnesota Ass'n of Public Accountants - Board Member -5 years