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Pine Grove Financial Group

Pine Grove Financial Group

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience

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.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience

Contact Information

Address

796 Bielenberg Dr #103

Woodbury, Minnesota 55125

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

While looking for a new financial planner, two separate people with no connection to each other suggested we talk with Jeff Clark at Pine Grove Financial. We did - and it?s one of the best decisions we?ve made! Jeff?s early and earnest engagement was not a one off. It has proved to be standard practice and exemplified within his team by Dean Allen - who?s been a fantastic go to as well. All this is made even more impressive by Jeff?s proactive market messaging and frequent posting of content to educate and

We are Jeff Clark fans! Jeff has two skills every financial planner should have. He listens carefully and explains financial concepts clearly. He created a financial plan specifically tailored to our individual concerns. When we meet, he always reviews our progress, discusses any questions we have, and asks if we need to make any changes. We couldn't be happier with our decision to go with Pine Grove for our financial planning.

We greatly appreciate our team at Pine Grove. They've been very helpful pre and post retirement, helping us with a comprehensive plan beyond just retirement savings. We get a real peace of mind from working with them.

Ryan, Matt and the entire staff at Pine Grove Financial have provided enduring support of my family during a very difficult time period. I?ve appreciated the sound financial advice and stability the staff have provided. The future looks brighter because of our partnership!

Jeff, Dean, and the rest of the Pine Grove staff have done a great job helping us plan for our retirement, health care directives, and estate planning. We couldn't be happier with their professionalism and level of customer service. Thank you!

We have been working with Pinegrove Financial and specifically Jeff Clark for about 7 years. We were drawn to Pinegrove for their approach to tax management and efficiency but found they offer much more. Jeff and the entire staff at Pinegrove have greatly exceeded our expectations. Their whole approach to wealth management and estate planning helps us plan and adapt to whatever is happening in our lives. They are a true fiduciary firm who advises based on what is good for us, which is refreshing after pr

We always feel good when we leave, they give us a Peace of mind. Pine Grove definitely is the best decisions we made in our future. Thank You! Doug & Teena Kerr

Our previous advisor retired and referred us to Jeff. After many years of working with an advisor who was keenly aware of our situation, it took a little while to evaluate our relationship with Jeff. What we have found is a set of fresh eyes and a changed understanding of our situation that has benefitted us in the time we have worked together. Jeff is diligent, responsive and thoughtful.

The whole Pine Grove team are paragons of service and care. We feel so reassured to invest them in the care of our financial future. Linda Sheridan, Dean Allen, Bao Her and especially, our financial planner Jeff Clark have been nothing but supportive, available and enthusiastic about helping us with our needs. It was through Jeff's instructional outreach that we learned of the Pine Grove team. We participated in his two night seminar and are so glad we did. Thank you Jeff and Pine Grove! I'd like to update

Pine Grove has provided sound advice and great perspective to our investment decisions and our retirement planning.

Dealing with money has always been an emotionally charged thing for me. I was really scared going into this whole process but Jeff Clark immediately put me at ease. He acknowledged my feelings and told me it was pretty common for people to feel that way about money. I'm delighted to say we've got a solid retirement plan and we'll actually be able to retire earlier than I ever thought. Jeff and Dean gave made this process easy and explained every step of the way. I'd definitely recommend Pine Grive Financial

My wife and I always look forward to meeting with Jeff Clark and Dean. Jeff is very down to earth, listens well, and always has the answer when my wife has questions. Jeff explains things very well that helps you understand what he?s saying.

Incredible customer service from entire staff at Pine Grove! Jeff Clark is wonderful and I recommended him to my siblings who also rave about how great he is. I'm confident my finances are in good hands!

Jeff Clark is a fantastic advisor. He has the heart of a teacher, explaining the why behind recommendations. He also never pressures you to do anything and respects decisions you make. If you're looking for someone who you know has your best interest in mind when it comes to helping you build wealth and financial peace, go see Jeff.

Matt and his entire team are fantastic to work with. I truly appreciate the way they will take the time to break down the very confusing Financial Investing market. I also appreciate that they always put the investor needs first and foremost. They have our full trust. We know our retirement is going to be wonderful and worry free.

Jeff is great. Relatable and intelligent. Highly suggest their service.

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.