Jon Moulton Accounting of Ham Lake

Jon Moulton Accounting of Ham Lake is an Accountant in Ham Lake, MN. The firm provides reliable and personalized financial guidance for individuals, small businesses, farms, and S-Corps. Services include tax preparation, financial planning, and investment advice, with specific expertise in 401k stock selection, retirement planning, estates, trusts, gift tax, partnerships, multi-state returns, and social security questions. The business holds a rating of 4.50 based on customer reviews.

The practice was started by Jon Moulton over 45 years ago in North Branch, Minnesota. Jon has since retired to split his time between his farm and a vacation home in Texas, but the business continues under his name. Partner Mary J. Narcum, CPA, is Jon’s daughter with more than 25 years of tax accounting experience. She specializes in S-Corps, partnerships, multi-state returns, and tax planning. Wally Narcum, E.A., serves as a tax preparer and financial advisor, focusing on estates, trusts, gift tax, retirement, and financial planning. Jeri Lindahl, E.A., specializes in individuals and farms and is a resource for the client portal. Scotti Gunderson handles drop-off returns, past-year catch-ups, and general tax guidance, while Sherry, Charles, Jadyn, Jack, and Bonnie assist with e-filing, phones, and customer service.

Clients can schedule appointments by calling the office or booking online, though consultation appointments are not offered during tax season. Drop-offs do not require an appointment; clients may stop by during business hours, mail documents, or upload them to the secure online client portal. The office is located at 20 Lake St N STE 103, just north of Highway 61 and W Broadway Ave Circle. During the 2026 tax season (January 26th, April 15th), hours are Monday through Friday from 8 AM to 7 PM and Saturdays from 9 AM to 3 PM. From April 16th through December 31st, hours are Tuesday and Wednesday from 9 AM to 4 PM. The firm has served the community with trusted, professional accounting and tax services for over 45 years.

The business maintains a positive rating from customers who have reviewed it, reflecting the trust placed in the team’s long history and professional expertise. The specialized skills of the CPA and Enrolled Agents define the firm’s standing.

Jon Moulton Accounting of Ham Lake combines decades of local experience with specialized tax and financial planning services for residents and small businesses in Ham Lake, MN.

BizScoreAI awards Jon Moulton Accounting of Ham Lake a Discoverability score of 100 out of 100, ensuring that AI crawlers can access every page of the website so AI assistants can recommend the firm. The business also receives a Technical score of 82 out of 100, confirming that the site is secure and indexable for search engines to read without errors.