CLA (CliftonLarsonAllen) of Owatonna is a tax, audit, consulting, and wealth advisory firm serving individuals and businesses in Owatonna, Minnesota. The firm provides comprehensive services including tax planning, compliance, financial and estate planning, investment advisory, outsourced accounting, and business consulting. With a focus on personalized client service, CLA leverages the resources of a large national firm while maintaining a local presence in Owatonna and surrounding areas. Their professionals work closely with clients across industries to understand their unique goals and deliver tailored strategies that support growth and long-term success.
CLA Owatonna operates from a dedicated office at 121 West Bridge Street, where a team of CPAs and consultants offers integrated solutions in tax, wealth, and business advisory. The firm emphasizes a client-centered approach, helping clients navigate complex financial decisions by aligning tax, wealth, and business strategies. Through its Wealth Advisory practice, CLA provides investment management and financial planning services, with a focus on building, protecting, and transferring wealth. The firm also offers specialized support for business owners, retirement plans, and organizations requiring audit and assurance services, including financial statement audits, internal audits, and SOC reporting.
The office is located on West Bridge Street, a short distance from key community landmarks. It sits just a tenth of a mile from the Steele County Courthouse, Central Park, and the Owatonna Fire Department, and is near West Main Street and South Oak Street, placing it in the heart of the city’s commercial and civic core. The proximity to public institutions and green spaces underscores its central role in the local business landscape.
CLA (CliftonLarsonAllen) of Owatonna is recognized for its strong reputation in professional services, built on consistent client engagement and a commitment to expertise. The firm is known for delivering coordinated, forward-looking advice that adapts to evolving personal and business needs. Its integrated approach to tax, wealth, and business planning enables clients to make informed decisions with confidence. With a proven track record of serving thousands of households and managing substantial assets, the firm stands among the most trusted financial advisors in the region.
In Owatonna, CLA (CliftonLarsonAllen) is a cornerstone of financial guidance, combining national expertise with deep local insight to support the city’s business community and residents.