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BERRETT TAX & FINANCE INC.
Expert tax strategies and financial guidance to maximize your savings and secure your future.
5(5 reviews)
$$$
accountant
accountant
financial-advising
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.
Expert tax strategies and financial guidance to maximize your savings and secure your future.
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Berrett Tax & Finance Inc. is a premier accounting and financial advisory firm in Meridian, ID, led by CPA Jason Berrett. We specialize in comprehensive tax preparation, strategic planning, and personalized financial consulting for individuals and businesses. With a 4.8-star rating from 147 reviews, our team is known for meticulous attention to detail, uncovering significant savings, and explaining complex tax matters in clear, understandable terms. We serve clients with multi-state income, real estate transactions, corporate returns, and investment planning, ensuring optimized outcomes and long-term financial well-being.
I recommend Jason for your tax needs. He reviewed the tax return I had prepared through TurboTax for 2024 and found five‑figure savings I had completely missed. His attention to detail and ability to explain complex tax issues in plain language made the whole process feel easy and empowering. One heads‑up for new clients: before your initial meeting, be sure to request a secure link to upload any documents he may need. Having everything ready to go will save you money! If you’re looking for a CPA who is thorough, trustworthy, and genuinely invested in your financial well‑being, Jason is the one.
I had used Berrett Tax & Finance a few years ago, but moved out of state. When we returned in Dec of this year they were my first call to get our business and personal taxes in order. Amazing team from Catherine to Jason and everyone in between!
A few days ago, I met Jason Berrett for the first time. My wife and I just moved to Idaho from Seattle, and we have some complications with selling our Seattle home and buying another in this area. Jason is very knowledgeable when it comes to both personal and corporate income tax returns. He even told me about a deduction that my company could have been taking for the last 20 years but my Seattle accountant missed it. I'd say I'd found the right guy to take good care of our returns. Be sure to include Jason when you are deciding on a new accountant.
The receptionist was very professional and polite, and Mr. Barrett himself was very professional and helped find several tax saving tips and also has very sound investment advice. Him and his team are very compassionate kind people and I will be doing my business for my taxes with this establishment from here on out
I had an outstanding experience with Berrett Tax and Finance — truly 11/10 service. Jason is incredibly knowledgeable and advanced when it comes to tax strategy. I had a complex situation involving income from two different states, and he handled it with ease and confidence. Not only did he take care of my 2024 return, but he also helped me file for 2023. I’m confident he maximized my refund, and he took the time to clearly explain everything along the way. Highly recommend Jason if you want someone who knows the ins and outs of the tax world and actually cares about getting you the best result.
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