Paul W Swanson, CPA, MBT, CFP, PFS

Working Background:

Paul has a diverse background in helping individual clients achieve their goals and has over 14 years of experience in individual taxation, estate, gift and charitable planning. Prior to joining Carver Moquist & O’Connor, Paul worked at CBIZ (a national CPA firm) assisting clients with their financial, estate and income tax needs. Paul’s significant experience in personal financial planning and individual income taxation has helped many clients realize their financial goals. Through the Minnesota Society of Certified Public Accountants, Paul has instructed and assisted other CPAs regarding financial planning, stock options, charitable planning and income taxes.

Paul earned his undergraduate degree in Accounting from Winona State University, Masters in Business Taxation from the University of Minnesota, and is a licensed Certified Financial Planner as well as a Personal Financial Specialist (AICPA).

Professional Focus

Paul provides asset allocation, estate preservation, gift and charitable planning as well as individual income tax planning to individuals.

Personal Interests

Paul, his wife and their three children live in Burnsville, Minnesota. Paul is an outdoor enthusiast and particularly enjoys mountain hiking, rock climbing, snowmobiling and cabin life.

e-mail: paul.swanson@cmocpa.com

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