Tax Planning
& Preparation
Experienced Tax Planning & Preparation
We know one of your top priorities is minimizing your tax burden. This is best achieved through comprehensive tax planning.
Whether you’re a business or an individual, our experienced tax strategists work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. We provide personal, one-on-one service and guidance—and offer answers to your important tax-related questions in language you understand.
Our professional staff stays up-to-date on ever-changing tax laws and are committed to examining all the tax-saving opportunities available to you. We work to maximize your deductions and minimize your tax obligation while remaining in full compliance with IRS statutes.
Client
STEP ONE
- Fill Out Organizer
- Submit Document Electronically or Drop Off at the Office
STEP TWO
- Review Tax Return
- Submit E-file Authorization
- Pay Invoice
Berndt CPA
STEP ONE
- Prepare Return from Client Organizer and Source Data
STEP TWO
- Upload Tax Return to Client Portal for Review
STEP THREE
- E-file Tax Return
Working With Us
At Berndt CPA, everything we do is focused on giving entrepreneurs and small business owners a competitive edge. In fact, we’ve reinvented the accounting model to help you better manage daily operations and provide you with the insight required to boost productivity and profitability.
