About the Firm / Highest Quality Standards
We’re Not Just into Numbers; We Value People Most of All
We don’t measure our success by how much time we spend working on your tax return or your financial statement. We know that we’ve succeeded when the plans we create together mean more wealth for you.
We’ve told you already that we’re people who love numbers, but that’s not where we start. First of all, we listen because each client is unique. It’s all about your dreams and goals. That’s why a custom plan to meet your needs is our top priority.
We collaborate with the best in the financial business to give you the whole integrated picture of your wealth maximized by utilizing a team of experts. Our partnerships are designed to grow and preserve your future.
We’ll start with questions. Where are you right now, and where would you like to go? Then we’ll make a plan. Here’s what it might look like if you partner with Rapacki:
We do this in Four Main Steps:
Let’s talk: First, we’ll get to know you and find out about your business and your needs and goals. We can’t wait to sit down with you. After all, we hope we’ll work together for many years to come.
Taking Stock: Next, we’ll look at your resources. That’s our financial starting point for the journey to success.
A Plan to Help You Flourish: Then it’s time to make a plan that will help you reach your goals in a cost-effective, timely way.
Monitor and Adjust: As we go along, we’ll keep an eye on things and adjust your plan when needed. Your life and needs might change. Tax laws and the financial scene are continually evolving. Flexibility ensures you’ll get the most out of your money as situations change.
We make sure your plan meets today’s needs instead of yesterday’s. New rules or regulations might work in your favor if someone’s keeping watch, ready to help you make adjustments to impact your bottom line.
That, of course, is our job, because there’s one thing that won’t change: We’ll always have your back, using our experience, partnerships, and expertise to your best advantage.
Committed to Quality
Rapacki + Company P.A. is committed to quality, and we take extra steps to ensure that we meet the highest professional standards. We are members of the Private Companies Practice Section of the American Institute of Certified Public Accountants Division for CPA Firms. Specially trained CPAs from other firms examine every three years our work product’s quality controls and samples. This process is called a Peer Review.
Joseph L. Rapacki, Jr. / CPA, PFS, MST
The founder of the firm, Joseph L. Rapacki Jr., has a strong interest in taxation issues. He brings to the table a deep understanding of the intricacies and changing nature of the financial scene.
He keeps up to date on changes in accounting rules and tax laws through his membership in the American Institute of Certified Public Accountants, in which he is a member of the tax practice and personal financial planning sections. He is also active with the Minnesota Society of Certified Public Accountants.
Joe began the firm in 1996 after four years in a regional accounting firm. He offers a variety of consulting services and assistance in the areas of taxes and accounting. Joe loves to work with clients. His approach is a proactive one, with collaboration at its heart. You layout your goals; Joe works with you to make them happen.
Armed with a personal understanding of the challenges an entrepreneur can face, Joe takes a particular interest in helping companies succeed. More than half of our clients are closely-held businesses in industries that include the fields of medicine, law, technology, and construction.
Joe has a Master’s Degree in Taxation and a Master’s Degree in Professional Accounting from the University of Hartford. He is licensed as a Certified Public Accountant by the Board of Accountancy in Minnesota, Massachusetts, and North Dakota.
Jayden Lee / CPA, MBT
The firm’s Tax Manager, Jayden is originally from South Korea, where he lived until he was 16. In 2003, he came to the States to enhance his experience with different cultures and to learn English. Upon arrival in the States, he started going to a high school in Virginia and then came to Minnesota for college in 2007.
After his junior year at the University of Minnesota, he went back to Korea for two years of military service at the Republic of Korea Air Force. He then worked as an English teacher and a pizza restaurant owner for several years. In 2016, he married his wife, Boram, and came back to America with her to pursue his dream of becoming a CPA. Jayden and Boram love Minnesota a lot and like to go camping and explore various restaurants, cafes, and places in Minnesota to post in their blogs and YouTube.
In December 2017, Jayden graduated from Carlson School of Management as an undergraduate with an accounting major. He joined Rapacki + Co. in January 2018 and started his career. In 2021, Jayden earned a master’s degree in Business Taxation from Carlson School of Management. He truly enjoys working with clients and coworkers and learning lots of tax rules and regulations. He is looking forward to the next busy seasons to come.
Holley Arnold Thompson / E.A.
Holley is originally from Houston, Texas and actually loves our Minnesota winters. She is a graduate of the University of St Thomas with a BA in accounting and holds an Enrolled Agent license.
She has worked in both public accountant and industry. Holley likes to help small business with their accounting, bookkeeping, and taxes. She also helps individual clients with tax planning and tax preparation.
Holley are her husband Jim live in Bloomington and have a child who attends the University of Oregon in Eugene Oregon. August is a junior and will graduate in 2024. They also have two crazy cats named Harmony and Daisy.
Rita Ertl
After a successful career in fashion including years in New York and owning a business in Edina, I find myself working for my CPA, Joe Rapacki. I met Joe as a member of Edina Chamber and used his firm for my business accounting. Having a fascination for numbers (if the shoe fits wear it-of course designer), I am the Firm Administrator at Rapacki + Co. I sit at the front, happy to take your call.
So, give us a call! Small Firm, Big Difference.
Linda Schwirtz / Quickbooks® ProAdviser
Linda is our in-house QuickBooks expert. Linda spends her time on keeping up-to-date on the most recent versions of QuickBooks desktop and “online” versions. Linda provides training for clients and is great at trouble-shooting bookkeeping problems in QuickBooks. Linda is a QuickBooks ProAdvisor and has been able to help a number of clients.
