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BERRETT TAX & FINANCE INC.
BERRETT TAX & FINANCE INC.: Thorough, trusted tax strategies that maximize savings.
4.4
Accountant
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BERRETT TAX & FINANCE INC.: Thorough, trusted tax strategies that maximize savings.
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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Complete filing for individuals, including multi-state returns, deductions, and credits to maximize refunds.
Corporate and small business tax returns, with expertise in deductions and compliance strategies.
Advanced planning to identify savings opportunities and optimize long-term tax liabilities.
Personalized investment and financial guidance to help secure and grow your assets.
Analysis of previous tax returns to uncover missed deductions or errors for potential amendments.
Specialized support for home sales, purchases, and related tax implications in Idaho and beyond.
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Overall rating
John Ramirez
Great service. Overall was an awesome experience given the complexity of my tax services needed.
preston pratt
AT ALL COST AVOID THIS COMPANY If I could leave a ZERO star I would! We had the worst accounting and tax advice. When we first met they openly negotiated pricing amongst each other on what they should charge us. We paid for them to reconcile our books, change our tax file and file business and personal taxes. We also paid $750 for Quickbooks training and when we did the training with Jeremy he fumbled around couldn't figure out how to use the platform and only found errors they had made during reconciling our book. after finding the errors during our training time, he spent the remainder of the training trying to correct the issue. Jeremy couldn't fix it so he added a not and forced the reconciliation. They office also told us they could handle a workers comp Audit. Renate ended up creating more issues causing a lapse in workers comp leading to being out of work till we personally corrected things. Renate also auto drafted her fee for doing so without permission. After having multiple CPA and tax advisors look at the "work" Berret did for us we were left with having to yet again have our books corrected and taxes correct due to this companies sloppy work. Berrett has yet to respond to any of our emails or return any phone calls.
Christy Riley
Small business who treats clients with care and respect! The staff is friendly and knowledgeable. If you have a detailed or complex tax returns or out of state Estate, they are true experts!
Crystal Dunham
Jason w. Barrett was very knowledgeable and professional would highly recommend any services he provides
Madison Goodall
Jason was so easy to get along with, answered all my questions, and made filing so easy!
K Ip
Jason is well-informed on current tax laws, professional, office support staff are excellent and everyone is quite personable!
