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BERRETT TAX & FINANCE INC.

BERRETT TAX & FINANCE INC.: Thorough, trusted tax strategies that maximize savings.

4.4(20 reviews)
accountant
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About

BERRETT TAX & FINANCE INC. serves Meridian, Idaho, offering accounting, finance, and consulting with a focus on personal and corporate tax. Reviews highlight Jason Berrett's thorough tax strategy, cross-state expertise, and clear explanations that make complex issues understandable. Clients report meaningful savings, a smooth process, secure document uploads before meetings, and a compassionate, professional team.

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Location

1943 E Overland Rd Ste. 110, Meridian, ID 83642, USA

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Services

Personal Tax Preparation

Complete filing for individuals, including multi-state returns, deductions, and credits to maximize refunds.

Business Tax Services

Corporate and small business tax returns, with expertise in deductions and compliance strategies.

Tax Strategy Consulting

Advanced planning to identify savings opportunities and optimize long-term tax liabilities.

Financial Advisory

Personalized investment and financial guidance to help secure and grow your assets.

Prior-Year Review

Analysis of previous tax returns to uncover missed deductions or errors for potential amendments.

Real Estate Tax Planning

Specialized support for home sales, purchases, and related tax implications in Idaho and beyond.

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