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Personal Income Tax
Simplify your personal tax filings with
You have enough to do growing your company and caring for your family. Hand off personal income tax prep to a seasoned advisory team that serves clients nationwide. We prepare accurate federal and state returns for W-2 earners, small business owners, landlords, investors, and multi-state filers. From Schedule C and K-1s to rental real estate, equity compensation, stock and crypto sales, and education or childcare credits, we organize your records, apply every eligible deduction, and file on time through a secure client portal.
Our year-round advisory model goes beyond a once-a-year filing. We plan quarterly estimates, income timing, and tax-efficient savings for retirement and health accounts. We also guide small business owners on entity selection, reasonable compensation, home office, auto, and depreciation strategies. With simple dashboards and clear explanations, you always know where you stand and what comes next. Start with a Free Consultation and get a personalized quote for your situation.
Trust that your personal return is prepared accurately and on schedule, with CPA oversight and e-file confirmations saved to your portal.
Skip the paperwork pile. Upload documents once, answer a short intake, and let our team collect, categorize, and reconcile what the IRS will expect.
Predictable pricing based on complexity means no surprise hourly creep. Pay for the service level you need and scale up only when life changes.
A smooth tax season starts long before April. Berg Advisors delivers a modern, digital experience that turns scattered forms into a complete, accurate return. We support life events like starting a business, buying a home, welcoming a child, exercising stock options, moving across state lines, or selling investments. Our advisors translate tax rules into plain English, then give you action steps that protect cash flow and minimize surprises.
Whether you are an entrepreneur with a Schedule C, a partner receiving K-1s, or an employee with RSUs, we align your personal return with your business activity. That means sensible withholding or estimate plans, clear documentation, and proactive suggestions to reduce next year’s bill. You get one accountable team for preparation, planning, and ongoing questions.
How our Process Works
What Our Clients Are Saying
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Frequently Asked Questions (FAQs)
Most clients are ready to file within two weeks once we receive complete documents through the portal. Your team confirms what is missing, prepares your federal and state returns, and schedules a review to explain the results. If you have a small business, rentals, or multiple states, we will outline a clear timeline and keep you updated in the client portal. Need to file early for financial aid or a mortgage? Tell us your target date and we will prioritize accordingly.
Yes. We regularly prepare personal returns that include Schedule C, partnership or S corporation K-1s, and multi-state filings. We reconcile business income, home office, vehicle, equipment, and health insurance deductions and coordinate with your payroll or bookkeeping system if needed. Year-round advisory includes estimate planning, reasonable compensation guidance, and strategies to smooth cash flow so your April payment is expected and affordable.
Good planning makes the biggest difference. We review your pay and income sources to set the right withholding or estimates, then map easy wins like traditional or Roth retirement contributions, HSA or FSA funding, education credits, energy-efficient home improvements, and charitable giving. For investors and founders, we discuss timing for capital gains and losses, equity exercise windows, and recordkeeping that supports deductions. You get a short action list so you always know your next step.
Absolutely. We respond to IRS and state notices, set up payment plans when needed, and prepare prior-year or amended returns to get you back in good standing. If penalties apply, we can request penalty relief when you qualify. Our team organizes the paper trail, communicates with the agencies, and keeps you updated until the issue is resolved. When everything is current, we build a forward plan so the same problem does not repeat next year.
