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Personal Tax Planning and Preparation

Bergan Paulsen’s staff of tax accountants gives you More. Sure, we offer traditional tax compliance services, but we go far beyond that. Our tax department meets weekly to review and analyze legislative and judicial developments on federal, state and local levels. We take a proactive approach to developing strategies that take advantage of every tax opportunity available to you. You work hard for your money. We work hard to help you keep More of it.

We specialize in the following areas:

  • Income tax planning and preparation
  • Representation before taxing authorities
  • Multi-state tax compliance
  • Cost segregation studies
  • Family wealth planning
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