About Us

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

pamheimdalPam Heimdal EA, CFP®

President

Pam Heimdal began preparing income tax returns for a large national tax firm in 1983. She attained her Enrolled Agent status in 1987.

Pam averages over 70 hours of continuing education each year; well above the 72 hours required every three years. She has been involved with the National Association of Enrolled Agents and the National Association of Tax Professionals. She previously served on the Board of Directors for the MN chapter of the NATP.

HTFS processes over 1300 tax returns each year, ranging from Individual to Small Business and Non-Profit organization returns.

Pam is also a Registered Representative of INVEST Financial Corporation.

Main Number 952-469-1428
Fax 952-469-6781
Investments Email pamela.heimdal@investfinancial.com

resized-vickiVicki Oldfather, RTRP

Accountant, Registered Tax Return Preparer

Vicki Oldfather joined HTFS in 2008.  She is in charge of scheduling, checking, e-filing and assembling tax returns and producing payroll reports.  Vicki has a two year accounting degree from South Central College in Mankato MN.  Her expertise in the tax processing area is a great enhancement to Heimdal Tax.

Victoria is also an Associated Person of INVEST Financial Corporation.
Main Number 952-469-1428
Fax 952-469-6781
Tax Email vickio@heimdaltax.com

Investments Email Victoria.oldfather@investfinancial.com

nate-photo-150x225Nate Heimdal

Registered Tax Return Preparer

Nate joined HTFS in 2010 and brings a banking and mortgage background to the company. He graduated with a bachelor’s degree in mathematics from Minnesota State University in Mankato. He is an excellent resource for consultation on home purchases and mortgage refinances, as well as assisting in personal and small business tax preparation.

Main Number 952-469-1428
Fax 952-469-6781
Email nate@heimdaltax.com

corrineCorrine McDonald, EA

As a tax analyst and Enrolled Agent, Corrine McDonald will do more than simply prepare your return. Corrine can help you take full advantage of all tax deductions available to you under the current tax laws. She will determine long term tax reduction strategies that can save you money as your financial situation and the tax laws continue to change. Corrine has more than 25 years of tax preparation experience, including 11 years of teaching basic and advanced income tax courses and achieving Enrolled Agent status.

Corrine’s continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of her commitment to excellence.

Main Number 952-469-1428
Mobile 612-759-9148
Email corrine@heimdaltax.com

adamAdam McDonald, JD

Adam joined HTFS in 2013. Prior to joining HTFS he prepared taxes for McDonald Tax Service, Inc. Adam earned a bachelor’s degree in economics from Saint John’s University and a Juris Doctor from William Mitchell College of Law. He is a valuable resource for preparing your personal and small business income tax returns as well as estate tax returns. Adam especially enjoys working with family child care providers to ensure they obtain complete and accurate tax returns.

Main Number 952-469-1428
Fax 952-469-6781
Email adam@heimdaltax.com