Tax Planning

& Preparation

Experienced Tax Planning & Preparation

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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 Client
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Client

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.

Client Center

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Payment Portal

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Payroll Login

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