HomeTeam MemberJack Anderson

Jack Anderson

Jack joined Boulay in 2019 and was promoted to manager in 2024. With more than six years of public accounting experience, he specializes in providing tax compliance and consulting services to clients operating across a variety of industries, with a focus on high-net-worth individuals. Jack reviews federal and multi-state individual tax returns, prepares year-end tax projections, coordinates tax planning strategies and supports clients’ correspondence between tax authorities. He has advanced research skills in various programs including Microsoft Excel, BNA Income Tax Planner and CCH Access Tax.

EDUCATION

  • University of St. Thomas – B.S. Accounting
  • University of St. Thomas – M.S. Accounting
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Spending time with family
  • Watching movies
  • Cooking and grilling
  • Going on road trips

FAVORITE VACATION DESTINATION

  • Visiting Hayward, Wisconsin, annually with his family to enjoy great fishing, beautiful lakes and good restaurants

INVOLVEMENT

  • American Institute of Certified Public Accountants – Member
  • Minnesota Society of Certified Public Accountants – Member

Subscribe to Our Newsletter

LOCATIONS

CONTACT

COMPANY

RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.