Income Tax Preparation

Failure to comply with tax laws can cause some of the biggest headaches - and unnecessary expenses – businesses and individuals can face. Here’s what we offer.

For Businesses:

  • Tax preparation and compliance at all three levels of government and in multiple states

  • Single and multistate sales tax filings

  • Nexus claims

  • Employment taxes and withholdings

  • Tax planning and strategies

  • Acquisition, expensing, and reduction strategies

For Individuals:

Taxes don’t top anyone’s list of favorite things, but it can be way less painful (and less expensive) if you plan ahead. Doing the required filings will keep you in the clear, but the work doesn’t stop there. Your CPA will help you reduce your tax liabilities, negotiate with authorities when necessary, offer representation at tax exams and audits, and so much more.

Business Consulting

Establishing a successful organization involves sound strategy, effective tactics, and a careful balance between the short and long-term. Business owners typically wear many hats. When that gets overwhelming (or you’d rather focus on something else) our experienced advisors are here for you.

Strategy is key in creating a thriving business. Here’s how we can help you succeed:

  • Business plans and projections

  • Business succession planning

  • Due diligence and acquisitions

  • Incorporation and business formation

  • Group benefit plans

  • Qualified retirement plans


QuickBooks Consulting

As a QuickBooks Professional Advisor, we can set up, train, and consult with you about the business management software. We have access to professional resources that can answer all your QuickBooks questions.

CFO Services

We’ve all heard the saying: It takes money to make money. In today’s business environment, it’s crucial to monitor what you have, spend it wisely, invest strategically, and borrow prudently.

Businesses exist to make a profit, but it doesn’t always come naturally. Here’s what we can do for you:

  • Audit, review, and compilation

  • Business valuations

  • Cash flow and management

  • Financing assistance

  • Forecasts and projections

Bookkeeping & Payroll

These are the fundamentals of business. When our professionals handle the books and payroll, you’ll save money on year-end tax fees and receive valuable, financial feedback.

Keeping accurate books and payroll is the easiest way to monitor your business’ success. Here’s how we can make it easier:

  • Entering deposits and paying bills

  • Bank reconciliations

  • Payroll checks and returns

  • 1099 reporting

Real Estate Advisory

When investing in real estate, uncertainty is simply not an option. Bergey & Company understands the risks and rewards that go along with the industry. Our CPAs are specialized in transactions, analysis, 1031 exchanges, development, and so much more.

Estate Planning

Whether you are planning for future generations or shouldering the responsibility of an executor, one thing is critical: getting it right. There are a thousand different ways to handle estates, from setting up a trust to notifying beneficiaries. But in each circumstance, there’s only one right way – and we’ve got it down pat.

Bergey & Company has unparalleled expertise in the trusts and estates arena. Here’s what we can do for you:

  • Collaboration with attorneys

  • Setting up trusts and establishing strategies

  • Estate compliance oversight

  • Financial planning

  • Tax returns

  • Fiduciary accountings

  • Fiduciary income tax returns

  • Crummey notices to beneficiaries