Tax Professional Finder

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2. Select a Tax Pro and Office
3. Choose an Appointment Time
4. Enter Your Details
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Certification	Training Hours Required for Certification
Tax Associate	30-99
Tax Specialist (1-3)	100-189
Tax Advisor (1-4)	190-309
Senior Tax Advisor (1-5)	310-unlimited
Master Tax Advisor / Enrolled Agent	Circular 230* authorized and completion of Representing Individuals with Tax Problems

H&R Block Additional Certifications:

Additional Certifications	Criteria
Enrolled Agent (EA)	An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.
Certified Public Accountant (CPA)	Certified Public Accountants are Tax Professionals who have received state certifications to practice accounting.
Attorney	Attorneys are Tax Professionals who have received state certifications to practice law.
Small Business/Sole Proprietors	Small Business certified Tax Professionals are knowledgeable in the preparation of tax returns for small businesses and small business owner(s). These Tax Professionals have successfully completed advanced training in tax situations unique to Sole Proprietors, Partnerships and S Corporations.
Retirement	Retirement certified Tax Professionals have successfully completed H&R Block's certification program focusing on the tax impact of choosing various retirement options. These Tax Professionals have advanced training in the preparation of tax returns with retirement plan contributions and distributions and rollovers.
Investment Income	Investment Income certified Tax Professionals are knowledgeable in the preparation of tax returns with various types of investment income. These Tax Professionals have completed advanced training covering the various investment options and how the income, gains, and losses from these investments impact current and future year tax situations.
Military	Military certified Tax Professionals have successfully completed H&R Block's certification program focusing on the unique tax situations encountered by Military personnel and their families. These tax professionals have advanced training covering Military specific tax laws and the preparation of Military tax returns.

Please select the "Make an Appointment" button with any of the 8 qualified Tax Professional(s) listed below (displayed in random order).

Please use the navigation options at the bottom of the page to view additional Tax Professionals.

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JAMES ERICKSON

Senior Tax Advisor 5: 36 years tax experience

Personal Information

Professional Experience: 40 years farming
Educational Experience: Bachelors Degree - North Dakota State University
Hometown: Clifford, ND
Hobbies: Bluegrass Music

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MIKEL BALTES

Tax Advisor 1: 4 years tax experience
Additional Certifications: Military

Personal Information

Professional Experience: 24 yrs Business Owner
Educational Experience: B.S. Degree Bemidji State University - English/Humanities
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Military, Small Business, Sole Proprietor, or Self-employed, Help with IRS or State notices / audits
Hometown: Bloomington, Minnesota/ US
Hobbies: Coaching Baseball, Music, Reading, Teaching
Why I Prepare Tax Returns: I enjoy helping people with their tax returns. Each client represents a unique and individual set of circumstances. I love to learn and grow in an understanding of the tax laws and how best to help people in their unique situation.

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Thomas Jeffrey

Tax Associate: 2 years tax experience

Personal Information

Professional Experience: 5 years Registered Financial Consultant
Educational Experience: Certificate in Financial Planning, Kaplan College
Areas of Expertise: Home ownership, purchase, or sale, Healthcare expenses (e.g., medical, dental), Charitable giving
Hometown: Bloomington, MN
Hobbies: Reading, learning, music and pugs.
Why I Prepare Tax Returns: I like helping people understand the options available in tax preparation and planning.

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DAVID BEMAN

Senior Tax Advisor 5: 17 years tax experience

Personal Information

Professional Experience: 16 years administering Welfare programs.
Educational Experience: BA, Beloit College, Beloit Wisconsin; JD, University of Minnesota Law School, Minneapolis, Minnesota; 17 years of tax seminars with Block and other presenters.
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), ITIN (Individual Taxpayer Identification Number) application, Retirement income, Income from multiple States, Military, Small Business, Sole Proprietor, or Self-employed, Trusts & Estates, Help with IRS or State notices / audits, Tax Planning
Hometown: Minneapolis, Minnesota
Hobbies: Reading , Do-it-yourself, and Gardening.
Why I Prepare Tax Returns: I enjoy working with people, solving problems and studying complex regulatory schemes.

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JAMES BUSKIRK

Tax Advisor 4: 12 years tax experience

Personal Information

Professional Experience: Two years US Army 33 Years Government employment
Educational Experience: Two years Augsburg College, 300 hours H & R Block
Hometown: Minneapolis,
Hobbies: Outdoor activities, Travel and Watching Sports.
Why I Prepare Tax Returns: I enjoy working with people and helping my clients achieve their lowest taxable liability. I will ask questions and assure my clients that their taxes are done correctly and honestly.

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Location

SOUTHTOWN SHOPPING CENTER
7971 SOUTHTOWN CENTER STE 110
BLOOMINGTON, MN 55431

Office Phone Number

952-895-1160

Office Information

Office opens 01-02-2010. For year round assistance, please call 952-895-1160.

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Tax Professional Finder

H&R Block Tax Certification Levels:

H&R Block Best of Both^SM

H&R Block Additional Certifications:

H&R Block Best of Both^SM

Enrolled Agent

H&R Block Best of Both^SM

JAMES ERICKSON

Personal Information

MIKEL BALTES

Personal Information

Thomas Jeffrey

Personal Information

DAVID BEMAN

Personal Information

JAMES BUSKIRK

Personal Information

Location

Office Phone Number

Office Information

Tax Professional Finder

H&R Block Tax Certification Levels:

H&R Block Best of BothSM

H&R Block Additional Certifications:

H&R Block Best of BothSM

Enrolled Agent

H&R Block Best of BothSM

JAMES ERICKSON

Personal Information

MIKEL BALTES

Personal Information

Thomas Jeffrey

Personal Information

DAVID BEMAN

Personal Information

JAMES BUSKIRK

Personal Information

Location

Office Phone Number

Office Information

H&R Block Best of Both^SM

H&R Block Best of Both^SM

H&R Block Best of Both^SM