Bergey

At Bergey & Company, we understand the complexities of running a business. From navigating governmental regulations and taxation to managing people and resources, succession planning, and preserving wealth and well-being for future generations, we offer comprehensive tax and advisory services to business owners. Our team of experts is dedicated to providing top-notch support, ensuring that you can focus on what matters most - your business and your life. With years of experience and a proven track record, we are your trusted advisors, committed to making a positive impact on your business's success.

Our Services

Our services are designed to address the unique needs of business owners. We offer tax planning and preparation, estate planning, trust and guardianship services, receivership services, and consulting in business, personal, tax, estate planning, and real estate development. Our team's diverse expertise ensures that we can provide tailored solutions for clients across various industries, including agriculture, construction, restaurants, professional services, and retail. Whether you're starting a new business, looking to expand, or seeking guidance on a specific issue, we are here to help.

Meet Our Team

Our team is comprised of highly skilled professionals, each bringing their unique experience and expertise to the table. James Bergey Jr., CPA, has over 35 years of experience, specializing in trust, guardianship, and receivership services, as well as consulting in business, personal, tax, estate planning, and real estate development. Ryan Bergey III, CPA, focuses on business consulting, including new business set-up, investment analysis, management, buying and selling businesses, real estate transactions, and financing. Amanda Kiesewetter, CPA/PFS CFP, is a licensed CPA, Certified Financial Planner, and Personal Financial Specialist, with expertise in tax planning, estate tax administration, and financial planning. Alex West, CPA, provides tax planning and compliance services, and Kimberly Roemer, CPA/MST, specializes in tax preparation and estate tax administration. Each member of our team is dedicated to delivering exceptional service and support to our clients.