Jon Moulton Accounting of Lino Lakes

Jon Moulton Accounting is a trusted accountant in Lino Lakes, Minnesota, offering personalized tax preparation and financial services to individuals and small businesses. The firm specializes in individual and business tax returns, S-Corps and partnership filings, multi-state returns, estate and trust taxation, retirement planning, and investment guidance. With over 45 years of service in the community, the firm continues the legacy of its founder, Jon Moulton, who established the practice in North Branch, Minnesota. The team, led by Mary J. Narcum, CPA, and Enrolled Agents Wally Narcum and Jeri Lindahl, provides expert support throughout the year, with extended hours during tax season. Clients consistently rate the firm 4.50 out of 5, reflecting strong satisfaction with its reliable and accessible service.

The firm emphasizes continuity and trust, maintaining the original name and standards set by Jon Moulton while expanding its team with experienced professionals. Mary Narcum brings more than 25 years of tax accounting expertise, focusing on complex business returns and tax planning. Wally Narcum, an Enrolled Agent, specializes in estate and retirement planning, while Jeri Lindahl, also an Enrolled Agent, excels in handling individual and farm-related tax matters. Scotti Gunderson manages drop-off returns and client support, ensuring smooth operations for walk-ins and remote clients. The firm operates a secure online client portal, allowing clients to upload documents, track progress, and communicate securely.

Located at 20 Lake St N STE 103 in Lino Lakes, the office sits just north of Highway 61 and W Broadway Ave Circle, placing it within easy reach of major regional routes. The firm is accessible to residents across the Twin Cities metro area, particularly those in Forest Lake and surrounding communities.

Jon Moulton Accounting stands out for its clean, search-engine-friendly website and well-documented online presence, making it easy for clients to find accurate information and access services. The firm’s consistent and detailed digital footprint enhances its visibility and credibility in local search results.

As a long-standing provider of financial guidance in Lino Lakes, Jon Moulton Accounting remains a dependable resource for residents navigating taxes and financial planning with clarity and care.