Berndt CPA LLC Vision and Values start with a guiding principle to work together as an integrated team of professionals and provide outstanding outsourced accounting, consulting, payroll and tax services to our clients. Those values are based on four pillars that serve as a guide for everything we do and define our commitment to the following:
To help ensure that our Vision and Values are much more than just a poster on the wall, we initiated the Clients First program to bring the Firm's values to life and help every team member live them every day. The primary components of the initiative are Berndt CPA’s 12 Standards of Excellence.
Every monthly staff meeting, with a goal of keeping client service top-of-mind for each Berndt team member, in which one of the 12 Standards is featured, on a rotating basis, and examples of excellent client service, professional tips, firm news and more are shared.
Standards of Excellence:
What do accountants do with themselves after tax season? Actually, the same thing they do during busy season: They work hard for their clients. The only difference is that instead of cranking out tax returns, they help clients work through other aspects of their financial health—including issues revealed during the yearly tax return process.
The premium tax credit (PTC) is a refundable credit that helps individuals and families pay for insurance obtained from a Health Insurance Marketplace (commonly known as an “Exchange”). A provision of the Affordable Care Act (ACA) created the credit.
Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work for you: