CLA (CliftonLarsonAllen) of Owatonna

CLA (CliftonLarsonAllen) of Owatonna is a Tax Attorney in Owatonna, MN, located at 121 W Bridge St. The firm provides audit, tax, consulting, outsourced accounting, and wealth advisory services to the Owatonna, Minnesota, area. Professionals at the office work with business owners, family offices, individuals, institutions, private equity and capital venture groups, women, and senior corporate executives. The team includes Certified Public Accountants, Certified Financial Planner practitioners, and Chartered Financial Analysts. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

The practice emphasizes combining the technical experience and specialized resources of a large firm with a local, personal touch. Staff members immerse themselves in their clients' industries to address specific issues and help organizations pursue opportunities that impact their operations. The firm assists clients in navigating regulatory changes and bringing in accounting and consulting support to grow their business. Tax services cover planning and complex compliance issues, including state and local tax, sustainability and ESG tax, and credits and incentives. Wealth advisory strategies address how broader tax and investment decisions affect individuals personally, offering financial and estate planning guidance. Audit and assurance services include employee benefit plan audits, financial statement audits and reviews, internal audits, single audits, sustainability and ESG audits, and System and Organization Controls audits.

The firm operates with a team approach, leveraging a network of nearly 9,000 professionals across more than 120 locations to serve clients. This structure allows for customized insights and integrated services that address both professional and personal financial goals. The office provides a secure online portal for clients to access investment account information, portfolio reports, and financial plans.

CLA (CliftonLarsonAllen) of Owatonna delivers specialized tax and wealth advisory support to the local community, helping residents and businesses navigate complex financial landscapes with personalized guidance.

The office sits on West Bridge Street, just a tenth of a mile from the Steele County Courthouse and Central Park.

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