MAHONEY, ULBRICH, CHRISTIANSEN, RUSS PA - Key Persons
Aaron M. Martin has been employed in public accounting since 1998. He has experience in providing audit and accounting services to real estate businesses (including those with HUD, MHFA, and tax credit reporting requirements), not-for-profit entities, construction contractors and other for-profit entities. Prior to joining Mahoney, Aaron provided accounting functions for a national transportation services corporation and for a construction business.
Aaron is a graduate of Minnesota State University - Moorhead. He is a licensed CPA in the states of MN, FL and ND (inactive). He is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants, where he currently serves on the Peer Review Committee and previously served on the General Industries Review Task Force.
Practice Areas
Real estate audits
Carolee Lindsey has been employed in public accounting since 1988. She has experience in providing audit and accounting services for a variety of organizations including real estate businesses (including those with HUD, MHFA, and tax credit reporting requirements), not-for-profit entities, construction contractors, and other for-profit entities. Prior to joining Mahoney, Carolee provided accounting and audit services for both local and international CPA firms and served as the VP of Finance for a small company.
Carolee is a graduate of Minot State University and the University of North Dakota. She is a licensed CPA in the state of MN and a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants, where she has served on the Board of Directors, the Peer Review Committee, on various task forces and as an instructor. She has also served on the Boards of Directors for various not-for-profit organizations.
Practice Areas
Real estate audits
Craig A. Mulcahy is a Partner and has over 20 years of public accounting experience at Mahoney. He concentrates in providing tax and accounting services for his clients.
Craig has extensive experience within the residential rental real estate and management industry, including housing tax credits and limited-equity cooperatives. The real estate industry allows him to work with numerous clients that have formed pass-through entities such as partnerships and limited liability companies. Craig assists clients with accounting, tax planning, tax research and tax preparation services. Some specific tax transactions he advises with are partnership capital account analysis, partner basis adjustments, partnership terminations, debt modifications and solar energy tax credits. Craig graduated from the University of St. Thomas with a Bachelor of Arts degree in Business Administration with a concentration in Accounting. He has earned a Master's degree in Business Taxation (MBT) from the University of Minnesota.
Practice Areas
Tax compliance and planning for:
Kari M. Erickson is a Director with over 15 years of public accounting experience at Mahoney. She focuses on providing tax and accounting services to her clients.
Kari assists clients with accounting, tax planning, tax research and tax preparation services. Her clients include partnerships, small businesses and individuals. Kari graduated from Saint Mary's University with a Bachelor of Arts degree in Accounting. She has earned a Master's of Science degree in Taxation (MST) from William Howard Taft University.
Practice Areas
Tax preparation and compliance
Lance J. Brock is a Partner in assurance services and leads the Assurance Solutions Team at Mahoney. He has over 17 years of experience in public accounting. Lance's primary area of practice is providing audit and accounting services to clients in the real estate and not-for-profit industries, as well as employee benefit plans. Lance graduated from Metropolitan State University in 2003. He is a licensed CPA in the states of Minnesota and Wisconsin.
Practice Areas
Real estate audits
Larry Mahoney, Ron Ulbrich, Dave Christiansen and Bonnie Russ came together to form Mahoney Ulbrich Christiansen and Russ in 1989. Dan Flicek, Pat Smith and John Ries joined them soon after. Our legacy partners had a vision of an accounting firm that provided excellent service and was fully committed to not only its clients and employees, but also the community it serves. Today we are a recognized and respected accounting firm that honors its legacy partners by continuing that same commitment.
Mahoney is the place to seek all of your accounting and finance tools to lead successful and resilient enterprises.
Lucas Roessler is a Partner with Mahoney and has been in public accounting since 2007. Luke coordinates the preparation of tax returns, tax projections, forecasts, and tax research for individuals, closely held businesses, trusts and estates. He has particular interest in tax-efficient business structuring and helping taxpayers plan for business acquisitions and sales.
Job Titles:
- Director
- Director on the Business Solutions Team
Ruth Lott is a Director on the Business Solutions Team at Mahoney. She has over 10 years of experience in public accounting, primarily in the areas of consulting for small to mid-size businesses, financial statement preparation, tax planning, and outsourced accounting. Ruth is an Advanced Certified QuickBooks® Proadvisor and is a Certified Sage Intact® Implementation Specialist. Ruth graduated from St. Catherine University in St. Paul, MN with a bachelor's degree in Accounting in 2009.
Tom is a Shareholder of Mahoney. He is a graduate of St. Cloud State University with a degree in Accounting. Tom has been employed in public accounting at Mahoney for more than 15 years.
Tom provides audit and accounting services to clients in the real estate industry. His primary area of practice includes real estate development and finance, housing tax credits, historic rehabilitation tax credits, cost certifications, audits, forecasts and projections, and deal structuring. Tom also has extensive experience auditing not-for-profit affordable housing developers and HUD real estate projects.
Practice Areas
Real estate audits/attestation
Job Titles:
- Director
- Director at Mahoney
Trent E. Senske is a Director at Mahoney. He provides audit and accounting services to clients in real estate development, investment and management companies.
Trent graduated from the University of Minnesota, Duluth with degrees in Accounting and Finance and is certified as a Housing Development Finance Professional by the National Development Council. He annually attends a minimum of 40 hours of continuing education on audit and accounting standards, HUD, partnership tax and housing tax credit issues.
Practice Areas
Real estate audits/attestation