Berg & Associates Tax and Financial Services
Berg & Associates Tax and Financial Services can help meet the needs of the individual taxpayer as well as the established small business or corporation.
A staff of four, share combined experience of more than 100 years in tax and financial services.
A Short History
What began in 1979 as a home based business has culminated today in one of Oak Harbor's successful small businesses. Berg Tax and Financial Services began at the former owner's dining room table, and expanded into a suite of offices at the Cascade Place Office Building in 1993. The company resides there today under the leadership of Dale Williams.
As a tax and accounting office providing a full range of services, Berg & Associates Tax and Financial Services can help meet the needs of the individual taxpayer as well as the established small business or corporation. A staff of four, share combined experience of more than 100 years in tax and financial services.
One of our specialties is small business counseling, and business planning. Time spent explaining the pros and cons of other business considerations is a critical part of each interview. We find personal pleasure in being part of your team's success.
One of our trademarks is focusing on each client's unique needs. First, we listen to our client's needs and concerns; secondly, we ask questions designed to save you money, and insure compliance with the State and Federal Tax issues. This personalized interview allows us to probe beyond final figures into forward looking tax planning. Decreasing our client's tax liability within legal boundaries is a primary goal. We find that, oftentimes,, our interviews result in either increasing your refund, or in preventing errors that could result in future penalties and interest being assessed.
We also recognize the position of trust our clients give us and look forward to serving them for many more years. Referrals are always welcome and appreciated; recognizing that the greatest compliment our clients can give us is their referral of others.