Business Details
Trusted Accounting and Tax Advisory Services
Bergey & Company & Company has built a reputation as a trusted partner for businesses and individuals navigating complex financial landscapes. Our team specializes in tax compliance, strategic advisory services, and wealth preservation, addressing challenges like regulatory navigation, resource management, and intergenerational planning. With decades of combined experience, we deliver tailored solutions that prioritize client confidence and operational efficiency. Our expertise spans multi-state tax filings, business succession planning, and real estate transactions, supported by certified professionals who ensure accuracy and compliance.We emphasize proactive tax strategies, QuickBooks integration, and fiduciary accounting to help clients focus on growth while we handle intricate financial matters. Our commitment to excellence is reflected in our collaborations with legal experts and our mastery of trust establishment, estate compliance, and tax return preparation.
Services
Income Tax Preparation
Business Consulting
QuickBooks Consulting
Bookkeeping & Payroll
Estate Planning
Highlights and features
- We provide certified expertise in multi-state tax compliance and fiduciary accounting.
- Our team offers personalized QuickBooks consulting and business succession planning.
- Decades of experience in real estate transactions and estate trust establishment.
- We prioritize proactive tax strategies to minimize liabilities and maximize savings.
- Collaboration with legal professionals ensures comprehensive estate compliance oversight.
Associations and certifications
- QuickBooks ProAdvisor
Services
Income Tax Preparation
We handle tax preparation and compliance for businesses and individuals across federal, state, and local jurisdictions. Our services include multi-state sales tax filings, employment tax management, and audit representation. By identifying deductions and optimizing tax strategies, we help clients minimize liabilities while ensuring regulatory compliance.
Business Consulting
Our consultants assist with business formation, succession planning, and financial strategy development. We provide guidance on acquisition due diligence, operational efficiency, and long-term growth planning. By analyzing cash flow and resource allocation, we help business owners make informed decisions aligned with their goals.
QuickBooks Consulting
As QuickBooks ProAdvisors, we offer software setup, training, and troubleshooting for businesses. Our team ensures accurate financial tracking through customized chart of accounts and reporting systems. We also integrate payroll and bookkeeping functions to streamline financial management processes for small and mid-sized enterprises.
Estate Planning
We specialize in estate compliance, trust establishment, and fiduciary accounting. Our services include Crummey notice preparation, beneficiary communication, and tax return filing for estates. By collaborating with legal professionals, we ensure proper asset distribution and tax-efficient wealth transfer across generations.
Bookkeeping & Payroll
Our bookkeeping services include bank reconciliations, accounts payable/receivable management, and financial reporting. For payroll, we handle tax withholdings, 1099 reporting, and compliance with labor regulations. These services provide businesses with accurate financial data to support decision-making and reduce year-end tax preparation costs.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, business consulting, QuickBooks setup, payroll processing, and financial reporting tailored to small business needs.
How do you handle multi-state tax compliance?
Our team manages sales tax filings, nexus determinations, and employment tax compliance across multiple states to ensure regulatory adherence.
Can you assist with estate tax planning?
Yes, we offer trust establishment, fiduciary accounting, and estate tax return preparation to facilitate efficient wealth transfer.
Do you provide QuickBooks training for new users?
As certified ProAdvisors, we offer customized QuickBooks training and ongoing software support for business owners.
What's included in your business succession planning services?
We develop transition strategies, analyze business valuations, and coordinate with legal advisors to ensure smooth ownership transfers.
