Business Details
33 Years
experience
Expert Tax and Accounting Services in Tamarac, FL
Bert & Associates is a licensed tax accounting firm serving individuals and businesses in Tamarac, Florida. With over 32 years of experience in tax preparation and small business accounting, we provide personalized services designed to meet the unique financial needs of our clients. Our expertise spans tax planning, IRS problem resolution, estate planning, and QuickBooks support. We prioritize affordability without compromising quality, offering competitive rates that undercut industry averages while maintaining a commitment to accuracy and client satisfaction. Our team combines technical proficiency with a client-focused approach, ensuring transparent communication and tailored solutions for complex financial situations. Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Setup
Payroll Services
Estate Planning
Business Valuation
Cash Flow Management
Bank Financing
Succession Planning
Details
- Year established: 1993
Highlights and features
- We have 32+ years of tax preparation and accounting experience.
- Our fees are below national industry averages for tax services.
- We include free e-filing with all personal and business tax returns.
- We offer comprehensive QuickBooks setup and training solutions.
- We provide personalized guidance for complex IRS and tax issues.
Services
Tax Preparation
We prepare accurate federal and state tax returns for individuals and businesses. Our experienced accountants identify all eligible deductions and credits to minimize tax liability. Services include e-filing at no additional cost.
IRS Audit Representation
Our team handles IRS audit communications and documentation requirements. We provide strategic representation to resolve tax disputes efficiently while protecting client interests throughout the audit process.
QuickBooks Setup
We implement customized QuickBooks configurations for small businesses. This includes chart of accounts setup, inventory management systems, and training to ensure smooth financial operations.
Estate Planning
We develop comprehensive estate plans to protect assets and ensure proper distribution. Services include wills, trusts, and tax strategies to preserve wealth across generations.
Business Valuation
Our certified professionals conduct detailed business valuations for mergers, acquisitions, or succession planning. We use industry-standard methodologies to determine accurate market values.
Questions
What tax services do you offer for individuals?
We provide complete individual tax preparation including income tax returns, itemized deductions, investment income, and tax planning strategies to reduce future liabilities.
Do you handle complex IRS issues?
Yes, we specialize in resolving IRS audits, back taxes owed, wage garnishments, and offer-in-compromise negotiations with proven success in reducing tax debt.
What accounting services are available for small businesses?
We offer full-cycle accounting, payroll processing, cash flow management, business valuation, and strategic planning services tailored to small business needs.
How much do your tax preparation services cost?
Our fees are below industry averages: $217 for 1040 with itemized deductions (includes free e-filing) and $510 for S-Corporation returns with e-filing.
Can you help with QuickBooks implementation?
Yes, we provide QuickBooks setup, training, and ongoing support to ensure proper system configuration and efficient financial management for small businesses.
How do I schedule a consultation?
Call (954)580-0880 to schedule an in-person or telephone appointment, or use our online request form for convenient scheduling options.
Reviews (6)
Jeffrey Keeler
Jan 27, 2021
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Experience. Knowledge. Service. Guidance. Caring. Thank you Dan and your staff for your help every tax season.
Kay H.
Mar 26, 2020
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They are up and running. You can choose to make an appointment during this time or drop your file off. Have everything organized if you go in, the appointment will go smooth and fast. They let me know the tax due date has been extended this year due to COVID-19. Dan is whom completes my taxes. Plenty of parking. Only two floors. There is an elevator as well as stairs.
Tash Hunt
May 03, 2019
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I want to say I'm so grateful for this company. Especially with taxes etc. Jerry is an honest and patient man who took the time to break down the information and explain it to me. This is the company you want handle your taxes. Highly recommend. They have my business for life! Thank you again Jerry. My husband and I are so grateful.
Miranda G.
May 25, 2017
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Jerry is an absolute pleasure to work with! He is very knowledgeable, funny and honest. What more would you want in an accountant. He takes great care of his clients. Couldn't be happier to work with him. Thanks Jerry.
Joe The Trainer
Apr 15, 2017
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Excellent tax advice with professional knowledge. Kind staff with a family atmosphere. They go beyond the point of sevice and take it upon themselves to remedy any problems you may be experiencing with the IRS.
Frank D.
Mar 01, 2017
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After 15 years, I still get charged $136 for a standard 1040 with no itemized deductions that took 15 min. Never again!
