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Brian J. Markwell, CPA
Shareholder
AllTax LLC
(o) 800.202.8902
(c) 612.807.1477
(f) 612.524.5491
Brian brings to the table over 25 years of public accounting experience specializing in manufacturing, distribution, construction, service, real estate, software, and overall business and personal taxation. Brian’s experience ranges from one person to multi-tier organizations residing in numerous industries, countries, and publicly traded markets (international and domestic). Client revenues range from startup to $350M in annual sales. He represents individual clients with net worth amounts in excess of $100M+ and the intricate structures inherent in each and every tax portfolio.
The ability to think outside of the box and maintain technical expertise is fundamental in being a valued financial advisor. With Brian’s experience and exceptional client service skills, you will soon come to realize the impact he is able to make for your specific situation.
• Individual, business, trust, and multi-state taxation (domestic and foreign)
• Tax credits and optimization including bitcoin and electronic currency trading
• Real estate structures and filings including REIT’s, TIC’s and Opportunity Zones
• Complex ownership structures and formation for owners (FLP, Trust, etc.)
• Contract CFO for companies from startup to $350M in consolidated sales
• Executive and employee benefit consulting, including payroll structure and compliance for several small to large businesses
• Phantom stock ownership plans, ESOP’s & executive compensation
• Employee benefitimplementation and administration for large companies
• Private equity relations, reporting, and adherence
• Managed an initial public offering (IPO) on NYSE and S-1 registration
• Compilations, reviews, and audits of private and SEC regulated companies
• Agreed upon procedure engagements & working with lending requirements
• Financial and change management implementation for internal control
• Lease, debt and other legal structuring and analysis
• Succession and estate planning
• IRS & State audits and appeals
• Liquidations, bankruptcies and reorganizations
• Financial policy solution implementation for purchased companies
• Nonprofit accounting and taxation including large 501(c)(3) org’s
• AICPA – American Institute of Certified Public Accountants
• MNCPA – Minnesota Society of Certified Public Accountants
• B.B.A. University of Wisconsin – Eau Claire Magna Cum Laude – Accounting