Bert & Associates

At Bert & Associates, Inc., we pride ourselves on providing exceptional tax preparation and small business accounting services to individuals and businesses alike. With over 32 years of experience, our team of experts is dedicated to helping you navigate the complexities of tax laws and regulations. Our passion is to offer a blend of personal service and expertise, ensuring that our clients receive the highest level of quality and personalized attention.

Our Services

We understand that every individual and business has unique financial needs. That is why we offer a wide range of services designed to cater to your specific requirements. From tax preparation and planning to audit representation and financial planning, we have got you covered. Our services include:

Tax Services

• Tax preparation and planning
• Audit representation
• Non-filed tax returns
• Back taxes owed
• Payroll tax problems
• IRS liens and levies
• Wage garnishment and seizures
• Offer in compromise and payment plans
• Bankruptcy and innocent spouse relief

QuickBooks Services

• Why QuickBooks
• QuickBooks setup
• QuickBooks training
• QuickAnswers
• QuickTuneup
• QuickBooks tips
• Buy QuickBooks and save

Business Services

• Small business accounting and financial planning
• Part-time CFO services
• Cash flow management
• Bank financing
• Business valuation and strategic planning
• Succession planning
• New business formation
• Non-profit organizations and internal controls
• Litigation support

Individual Services

• Personal financial planning
• Estate planning
• Elder care
• QuickBooks services for individuals
• Tax strategies for business owners
• Business strategies for individuals
• Financial guides and internet links to recommended books
• Tax center and financial calculators
• Frequently asked questions and investment strategies

At Bert & Associates, Inc., we understand the importance of accuracy, professionalism, and personalized service. Our team of experts is dedicated to helping you achieve your financial goals and navigate the complexities of tax laws and regulations. Contact us today to schedule a consultation and discover how we can help you achieve financial success.