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Greg Epsom…

Gregory W. Epsom, CPA

Tax Principal | Rochester Office

507-288-4571

AICPA

MNCPA

Board Member & Treasurer for The Patient Revolution

Rochester Children’s Museum Board Member

    How Greg got here

    • Bachelor of Accounting from University of Illinois Champaign-Urban
    • Master of Science in Accountancy with a specialization in taxation from the University of Illinois Champaign-Urban
    • Joined the Rochester practice in 2015

      How Greg approaches work

      “Each individual client has specific needs that are important to them. I approach each client situation with experience to help them address their various needs and concerns.”

      How Does Greg Spend His Time Elsewhere

      In his spare time, Greg attends live sporting events, concerts and a variety of outdoor activities. He also enjoys reading historical non-fiction books and golfing.

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      Related Service Resources

      Important Estate Tax Portability Update Announced

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      If the federal estate tax exemption is cut approximately in half in 2026, as is currently scheduled, it may create significant issues for Minnesota taxpayers. The matter becomes especially challenging when one considers what may happen if the portability election is not made.

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      ESOPs & Succession Planning for your Transportation company

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      This article will provide insight on employee stock ownership plans (ESOP) and how they can be an option for succession planning for transportation companies. An ESOP can provide many benefits, such as tax savings for owners and the business and increasing the culture of ownership by involving employees who have shown service and loyalty.

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      Greg’s client survey results

      Best of Accounting 2020 logo
      • 8.8/10 average rating

      • Greg received satisfaction scores of 9 or 10 out of 10 from 82.4% of his clients, which is significantly higher than the 2019 industry’s average of 45%.

      • 89% of Greg’s clients say that he delivers high-quality, error-free work.

      • Average Rating
      • Satisfaction Scores
      • High Quality, Error-Free work

      Client Testimonials

      “Greg Epsom is easy to deal with and can explain things in terms I can understand.”

      “Smith Schafer operates at a high level in all aspects of their work.”

      “Greg Epsom provides excellent answers to my questions!”

      Client case studies

      Thousands of owner trust Smith Schafer with their business.

      Over 50 years in business

      We are proud to be featured in the following...

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      Our client satisfaction is exceptional, as demonstrated by our 96.4% satisfaction rate.

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