Our People

Problem solvers. Business advisors. Tax code decipherers. Local business supporters. Industry experts. Smith Schafer is home to highly skilled professionals who have led the firm to become one of the nation’s fastest-growing CPA firms. Our team members are also parents, basketball coaches, nonprofit board members, golf fanatics, Minnesota sports fans, and local volunteers.

Minnesota CPA Team

Our team is known for helping businesses grow with accounting, tax, and consulting solutions. Use the filters below to sort by office location, then click on a professional to view his or her bio.

Nathan J. Agre, CPA

Audit Principal

Alan Baltzer, CPA

Tax Principal

Jason P. Boynton, CPA

Audit Principal

John W. Edson, CPA/ABV/CFF, CVA

Tax & Valuation Principal

Sammie Jo Engelmann, CPA

Accounting Services Principal

Steve Erchul, CPA, MBT

Tax Principal

Andrew Forliti, CPA

Audit Principal

Michael J. Malugani, CPA, JD

Managing Principal

Jason C. Miller, CPA

Audit Principal

Mida Nichelson, CPA, MBT

Tax Principal

Tim Pass, CPA

Audit Principal

Kyle R. Spicer, CPA

Tax Principal

Trisha L. White, CPA

Accounting Services Principal

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Why Clients Choose Us

“We have worked with Smith Schafer for over 45 years. They have been great to work with, from wonderful administrative support, tax staff, and CPAs. They have supported us for years with our financials and mergers/acquisitions. Always there to help!”

 - Washburn McReavy Funeral Chapels

“Our service is always exceptional and never have to second guess the answers.”

 - EnergyPrint, Inc.

“Smith Schafer has provided second to none service and value to my business and personal accounts for over 30 years. Their expertise and knowledge are unmatched by any other accounting firm I have encountered over all these years.”

“The relationship we have built over the years with the staff at Smith Schafer & Associates is one that can never be replaced. They are quick with helping us figure anything out, always willing to pick up the phone and walk us through any problem we are having. Also they are just all so friendly and kind!”

I have worked with Jason Boynton for several years. He has consistently provided exceptional service and advice always delivered in a timely, pleasant manner.

“Smith Schafer always makes everything go smoothly. They were recommended to us by our community bank. We have been using their services for many years for our small business and personal taxes. We always feel well taken care of and that we are receiving the best advice, direction, information and tax preparation."

- The Dog Perk Corporation

“Smith Schafer always provides great information for our business. They are thorough with our accounting and financial planning. We have leaned heavily on them with an interpretation of the PPP Loan and COVID-19 planning. They have been instrumental in our success and are always very knowledgeable and quick to respond to any of our questions."

Smith Schafer has provided second to none service and value to my business and personal accounts for over 30 years. Their expertise and knowledge are unmatched by any other accounting firm I have encountered over all these years."

“The relationship we have built over the years with the staff at Smith Schafer is one that can never be replaced. They are quick with helping us figure anything out, always willing to pick up the phone and walk us through any problem we are having. Also they are just all so friendly and kind!"

“We love our CPA team at Smith Schafer. They have helped us navigate many personal and business decisions."

“Smith Schafer is very dedicated to their clients and always has their best interests in mind. They are very knowledgeable and thinking ahead to what the clients may be needing in the future. We would highly recommend Smith Schafer to our family and friends."

"Always fast, great service and questions answered. Love the people I work with at Smith Schafer. We've been there so long, it's like working with family."

- MotoProz, Inc.

"Smith Schafer is always responsive and in the know about what is important for me and my business. The team is responsive and professional with all my interactions. Very customer-focused."

- Custom Communication

"The people at Smith Schafer always take great care of me. They are so knowledgeable and provide great advice and support."

- Sound and Media Solutions, Inc.