Services Offered
Tax Preparation and Planning
Comprehensive tax services for individuals and businesses, including filing, deductions, and strategic planning to optimize returns.
Bookkeeping and Accounting
Accurate financial record-keeping, reconciliation, and reporting using tools like QuickBooks to maintain organized books.
Financial Consulting
Personalized advice on business finances, budgeting, and growth strategies to support informed decision-making.
Business Accounting Services
Tailored solutions for small to medium-sized businesses, including payroll, audits, and financial statement preparation.
Personal Financial Guidance
One-on-one support for personal tax matters, retirement planning, and wealth management to secure your financial future.
Reviews
4.2(5 reviews)
Rating Distribution
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M
Michael Alderman
via Google
about 2 months ago
This experience cost me time and money. A major mistake was made in my books, and instead of handling it professionally, I was yelled at and given misleading information about QuickBooks policy. When I provided documentation directly from QuickBooks clarifying the issue, they admitted they had made several mistakes, didn’t offer a clear solution, and quit. I was left to pick up the pieces
C
C Bvia Google
4 months ago
Bob's not very interesting 😏 but he is good at what he does. All joking aside, they have great people that are engaged and enjoy what they do. They execute a high level.
B
Brickway Breweryvia Google
4 months ago
Great service and a trusted adviser. We highly recommend!
D
Don Dotsonvia Google
6 months ago
Great CPAs for personal or business needs. We use Bob Berger and couldn't be happier.
M
Maggie Mellemavia Google
about 8 years ago
We have been working with Berger O'Toole CPA for our business and our personal taxes. The staff are incredibly talented and I enjoy their professionalism, courtesy and follow-up. Bob provides understandable guidance for both our personal and business accounting needs.
