Business Details
Trusted Accounting Services in Marshalltown, IA
Bergman CPA Tax & Accounting has dedicated itself to delivering precise financial management solutions tailored to individual and business needs. Founded on principles of integrity and technical expertise, we prioritize staying current with evolving tax laws and technologies to provide proactive advisory services. Our team combines the efficiency of a large firm with the personalized attention of a small practice, fostering long-term client relationships.We specialize in accounting, payroll, strategic tax planning, and virtual CFO services, ensuring clients receive customized strategies to minimize liabilities and optimize financial health. With decades of combined experience, including CFO-level insights, we serve as trusted advisors, focusing on transparent communication and actionable recommendations to drive client success across Iowa and beyond.
Services
Accounting
Bookkeeping
Payroll
Taxation
Virtual CFO
Consulting
IRS Representation
Highlights and features
- Our team brings 15+ years of CPA and CFO experience to each client engagement.
- We specialize in virtual CFO services for cost-effective strategic financial guidance.
- Personalized service combines technical expertise with proactive tax planning strategies.
- Proven track record serving Marshall County businesses and individuals since 2003.
- We maintain complete transparency in all financial reporting and advisory services.
Services
Accounting
Our accounting services provide comprehensive financial oversight through data entry, bank reconciliation, and financial reporting. We deliver accurate revenue tracking, customized reporting packages, and depreciation management to maintain precise business records. These solutions empower clients with real-time financial insights for informed decision-making.
Bookkeeping
We offer complete bookkeeping solutions including ledger maintenance, adjusting entries, and financial statement preparation. Our systems ensure timely and accurate transaction recording for businesses needing monthly, quarterly, or annual accounting support. This foundational service enables effective cash flow management and regulatory compliance.
Payroll
Our payroll services manage tax withholdings, direct deposits, and compliance reporting for businesses of all sizes. We handle federal and state tax filings, wage garnishments, and time-off tracking while ensuring adherence to evolving employment regulations. This comprehensive solution reduces administrative burdens and minimizes compliance risks.
Virtual CFO
Our virtual CFO services deliver executive-level financial guidance without full-time costs. We provide cash flow projections, organizational optimization, and acquisition analysis to enhance business performance. This flexible solution supports strategic decision-making through expert financial analysis tailored to growth objectives.
Tax Planning
We develop customized tax strategies to reduce liabilities for individuals and businesses while maintaining compliance. Our services include strategic tax analysis, 501(c)(3) applications, and IRS audit representation. Proactive planning ensures clients maximize deductions and navigate complex tax requirements effectively.
People
Jeff Rasmussen
CPA, Partner
Jeff Rasmussen, CPA, brings 15+ years of accounting and audit experience, including CFO roles at local businesses. Certified since 2003, he specializes in virtual CFO services, delivering strategic financial guidance to Iowa-based companies.
Questions
How does your billing process work for accounting services?
Billing varies by project scope. Contact us directly for detailed pricing information and service-specific cost estimates.
What are your standard business hours?
We operate Monday-Friday 8:00 AM-5:00 PM. Summer hours include Friday closing at 2:00 PM.
Can you represent clients during IRS audits?
Absolutely, as CPAs we can legally represent clients in federal tax court matters and IRS audits.
What documentation is needed for tax preparation?
Please provide all W-2s, 1099s, K-1s, mortgage statements, tax bills, contribution records, and significant expense documentation.
