Business Details
36 Years
experience
Your Trusted Tax and Accounting Partner in Tamarac
Bert & Associates has been delivering exceptional accounting and tax services to individuals and businesses since 1990. Our firm was founded on the principles of professionalism, responsiveness, and quality, which continue to guide our approach to client care. With over three decades of combined experience, our team specializes in tax preparation, IRS problem resolution, small business accounting, and QuickBooks support. We prioritize personalized attention, ensuring every client benefits from our collective expertise in navigating complex financial challenges.Our commitment to continuous professional development enables us to provide insightful advice on tax planning, estate management, and business strategy. By maintaining deep familiarity with evolving tax codes and accounting standards, we help clients maximize financial efficiency while remaining compliant. Our reputation for reliability and discretion has been built through consistent delivery of results-driven solutions tailored to each client's unique needs.
Services
Tax Preparation
IRS Audit Representation
QuickBooks Setup
Small Business Accounting
Payroll Services
Estate Planning
Tax Problem Resolution
Business Valuation
Cash Flow Management
Part-Time CFO
Details
- Year established: 1990
Highlights and features
- We offer 32+ years of specialized tax and accounting experience
- Our fees are 25% below national average for comparable services
- We provide comprehensive IRS audit representation and resolution
- We deliver customized QuickBooks setup and training solutions
- Our team maintains continuous professional education in tax law updates
Services
Tax Preparation
We prepare individual and business tax returns with meticulous attention to detail. Our process ensures compliance while maximizing legitimate deductions. Clients receive strategic guidance to optimize future tax positions through proactive planning and documentation support.
IRS Audit Representation
Our experts handle all IRS audit communications and documentation requirements. We protect client interests by leveraging tax code knowledge to challenge improper assessments while maintaining complete confidentiality throughout the resolution process.
QuickBooks Setup
We implement customized QuickBooks configurations tailored to business operations. Our setup includes chart of accounts organization, inventory tracking systems, and payroll integration to ensure accurate financial reporting from day one.
Small Business Accounting
Comprehensive accounting solutions cover accounts payable/receivable, financial statement preparation, and tax compliance. We provide monthly reporting packages that give business owners clear visibility into cash flow and profitability metrics.
Estate Planning
Our planning services coordinate with legal professionals to structure efficient asset distribution. We analyze tax implications of wills, trusts, and beneficiary designations to minimize estate tax exposure while protecting family wealth.
People
Daniel Bertucelli
President
With 32+ years of experience, Daniel Bertucelli leads tax strategy and client relations. He specializes in complex tax problem resolution and business succession planning, maintaining active CPA licensure and continuing education in federal tax updates.
Questions
What tax preparation services do you offer?
We prepare individual, corporate, partnership, and fiduciary tax returns with specialized expertise in small business taxation and complex individual filings.
How do you handle IRS audit situations?
We provide complete audit representation including document preparation, communication with examiners, and negotiation of any disputed assessments while protecting client confidentiality.
Do you offer QuickBooks support for businesses?
Yes, we provide QuickBooks setup, training, and troubleshooting services tailored to small business accounting needs, including system customization and data migration.
What accounting services are available for small businesses?
Our services include monthly bookkeeping, financial statement preparation, payroll processing, cash flow analysis, and business advisory services for strategic decision-making.
How are your fees structured?
We offer transparent pricing with competitive rates below national averages, including free e-filing for all tax return services.
