Katie M. Jacobson, CPA

10/01/2026

🌟 Celebrating Women in Small Business Month! 🌟

This month, we’re excited to recognize many local women in business whose career has been built around helping others succeed!

We are happy to be recognizing Katie M. Jacobson, CPA

After college, Katie started her career in public accounting. She spent seven years working alongside Bradley R. Bergerson, CPA. In 2019, she had the opportunity to become a partner, and when Brad retired in 2022, she took over the firm.
What she loves most about her work is helping individuals and local businesses navigate their accounting, tax, and financial needs while giving them the tools and support to reach their fullest potential. The support and appreciation she receives from our local community makes it even more rewarding. ❤️

Katie’s firm provides a wide range of services, including financial statement audits, reviews and compilations, tax preparation, bookkeeping, payroll services, and more. And the business continues to grow—she has added staff over the past two years so they can serve even more people and businesses in our community!

Outside the office, Katie loves traveling and adventuring with her husband and two kids. ✈️Whether they’re exploring somewhere new or staying close to home, you might find the family biking, fishing, or spending time at the golf course. 🚲🎣⛳

One of the best ways Katie enjoys having support is by spreading the word! Positive recommendations and referrals can make a tremendous difference.

👏 Here’s to celebrating the hardworking women who build businesses, create jobs, serve their communities, and inspire others along the way!

07/15/2026

05/27/2026

Attention current business clients:
In the coming week or so, we will be contacting all clients who have utilized/can utilize Pass-through Entity tax (PTE) to set you up for new estimated taxes for 2026!

From MN Revenue:

The Minnesota Department of Revenue is reviewing the tax bill that was passed by the Minnesota Legislature and recently signed into law by Governor Tim Walz. The bill extends the Minnesota Pass-Through Entity (PTE) tax through the 2027 tax year. Minnesota PTE tax will expire for taxable years beginning after December 31, 2027.
The bill also updates estimated payment requirements for 2026 only. Businesses electing to pay PTE tax in 2026 must make four equal, on-time estimated payments.
First-quarter estimated PTE tax payments are considered timely if they are paid by the second quarter estimated payment due date.
For calendar filers, the second quarter payment is due June 15, 2026. No additional tax charge (ATC) will apply relating to estimated PTE tax due if the payment is made in full by that date.

05/11/2026

https://www.thetaxadviser.com/news/2026/may/cp53e-notice-tied-to-paper-check-transition-causes-confusion/

Please read the following article related to receiving CP53E notice from IRS! A few of our clients have "erroneously" received these letters and per the article, "until further guidance is issued, the IRS is not recommending any further action".

Taxpayers and practitioners are unsure whether the CP53E notices they have received are scams or simply sent in error, a confusion heightened by the inclusion of a QR code.

04/16/2026

And that’s a wrap! So thankful for our clients and always being patient. Most importantly, so grateful to have amazing staff who put in long days and weekends to make it all happen! You are all so appreciated!