Phone: 763-531-5323
Email: jpierce@lbcarlson.com

Education

• B.S., Accounting, St. Cloud State University

Professional Credentials

• Certified Public Account (CPA)
• Chartered Global Management Accountant (CGMA)
• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the Minnesota Society of Certified Public Accountants (MNCPA)

Responsibilities

• Joleen has over 20 years of tax experience assisting privately held companies with tax compliance and various consulting services.

Business Experience

• Provides federal and tax compliance for C corporations, S corporations, partnerships, individuals and trusts
• Offers perspective, knowledge and analysis with entity structuring and mergers and acquisitions
• Performs business and individual tax planning and consulting to facilitate an effective decision-making process for clients
• Represents clients before the IRS and state taxing authorities

Interests & hobbies

Joleen enjoys spending time with her husband and three kids when she’s away from the office. She loves to watch her kids play hockey, gymnastics and golf. She also volunteers at church, loves fishing for walleye and attending music concerts.

Services: Business Planning, Management Consulting, Tax Services