Tax Planning & Return Preparation

We Are Your Experienced Tax Strategists

We know one of your top priorities is minimizing your tax burden. This is best achieved through comprehensive tax planning. Whether you’re a business or an individual, our experienced tax strategists work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. We provide personal, one-on-one service and guidance—and offer answers to your important tax-related questions in language you understand.

Our professional staff stays up-to-date on ever-changing tax laws and are committed to examining all the tax-saving opportunities available to you. We work to maximize your deductions and minimize your tax obligation while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our website. Login anytime to review your documents electronically and track the progress of your e-filed return.

Download our Tax Planning & Preparation Fact Sheet >>

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Desktop)

(QuickBooks Online)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll
NetClient Demo

Memberships

 

 

 

Phone: 608.274.7473 • Fax: 608.277.1576
Email: info@berndtcpa.com