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Financial Solutions MN LLC Sandy Flom, CPA, CFP

Financial Solutions MN LLC Sandy Flom, CPA, CFP

Reviews Summary

The reviews consistently praise the exceptional service, expertise, and professionalism of the team. Clients highlight trust, responsiveness, and the ability to simplify complex financial matters. Many appreciate the long-term relationships, thoroughness, and personalized care. The team is described as knowledgeable, supportive, and always going above and beyond. While most reviews are overwhelmingly positive, one notes the team's competence even in less enjoyable situations. Overall, they are highly recommended for tax, financial planning, and business needs.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

414 Central Ave N suite c

Faribault, Minnesota 55021

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Sandy and her people do an outstanding job. Always available to answer any questions and concerns. 5 stars for sure.

Sandy is incredible in assuring our tax filing is accurate and taking advantage of any legal opportunities that are, available to us. I can?t say enough about how friendly and supportive her staff is. They are a wonderful group that truly supports Sandy and her clients. I really enjoy being a client of this wonderful business woman and her staff.

Sandy is proficient and a competent CPA. She has been doing our taxes for over 12 years. I will continue using Financial Solutions for all of my accounting needs.

Sandy and team are super to work with. Sandy is always easy to talk with and breaks down complex topics into easy to understand principles. I trust that the team always has my best interests in mind. Dave

I've been trusting my Tax and business related task to Sandy Flom and her team for more than 4 years now. It is been the best experience when dealing with time sensitive tax seasons and LLC regarding queries. The accuracy and refund amount it's been extremely good. I would recommend Sandy 100%

Been doing business with Sandy for years. Her and her people are very easy to work with and very thorough! Highly recommend

Sandy is the person you need on your side when you are starting your business or moving it to the next level. She understands what needs to be done and when it needs to be done in order to keep our business compliant with all of the business finance laws. She is easy to work with and you can tell she is passionate about what she does.

Sandy has been my financial advisor for over 15 years. She has always answered all my questions and I trust her completely. During these stressful times there is no one else I would want watching over my investments and my future.

Sandy and her team are amazing!! They are so knowledgeable and are always going above and beyond! I am so thankful for their service and couldn?t imagine managing finances now without them.

Well dealing with the CPA is never a fun thing but Sandy and her staff know their stuff and take good care of you. Even in middle year Sandy and her great care. About you. They go the extra mile

Sandy Flom and staff are friendly, very helpful and they know their business. Thank you Sandy for all you've done for me.

Sandy and her staff are by far the best out there. They are always available for questions, very professional and quick to respond. There is no one that I would trust more.

Sandy Flom, CPA, CFP is amazing! From new business consulting, tax preparation, to financial planning her firm will save you money.

Sandy and her team are amazing. Very responsive, very knowledgeable and a pleasure to work with.

Sandy and her team are amazing, everyone there is incredibly helpful! I would definitely recommend them.

Sandy and her team do a wonderful job! Always there to answer our questions.

Sandy is always a wealth of information for us.

Has been very good to work with

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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