People + Process
NUMBER OF MILES FROM STEVE’S OFFICE TO HIS FAVORITE NORTHERN PIKE FISHING SPOT
Steve Toelle, CPA
As a Business Partner, Steve helps clients minimize income tax obligations through thoughtful planning and preparation.
Steve is very secretive about his fishing spots, but he will tell you this: When reeling in a northern pike, a mistake—even a small one—can turn your prized catch into “the one that got away.”
Steve knows mistakes can be costly for clients, too, especially when it comes to tax preparation. Which is why, for more than 25 years, he has focused his practice on minimizing clients’ tax obligations through thoughtful planning and preparation.
Steve joined AEM in 2013 with the merger of Francis & Associates, PA. As a Business Partner, he helps small businesses and individuals identify missed deductions, credits, and tax planning opportunities—which often results in substantial savings. “I like to think of it as helping my clients sleep well at night,” he says.
When Steve’s not thinking about ways to save clients money, he’s thinking of new techniques for landing a northern pike. Have ideas? He’d love to hear them.
- University of North Dakota, B.S. in Accounting
- American Institute of Certified Public Accountants, Tax Section
- Minnesota Society of Certified Public Accountants