Bert & Associates

Information may not be reliable

Personal Financial Planning

Part-Time CFO Services
Audits - Reviews - Compilations
Cash Flow Management

Strategic Business Planning

Tax Strategies for Business Owners
Tax Strategies for Individuals

IRS Tax Forms and Publications
Record Retention Guide

Marginal and Effective Tax Rates Calculator

Welcome to our website! If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.

Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.

Free Reports and Newsletters

Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax returns, or simply pay our fees online.