Year-round tax support built for busy business owners
Year-round tax planning and preparation for business owners who'd rather plan ahead than scramble every April
Quick answer
Berg Advisors provides year-round tax preparation and planning for small businesses, self-employed individuals, and multi-state e-commerce sellers, backed by 30+ years of combined CPA experience. Services include business and personal tax prep, 1099 filing, audit representation, and multi-state sales tax nexus guidance. The firm operates virtually across all 50 states with fixed monthly fees, originating in Newtown Square, Pennsylvania.
Tax season shouldn't be the only time your CPA calls. At Berg Advisors, tax work happens all year: quarterly check-ins, mid-year projections, and plain-English answers to whatever question is keeping you up at night, not just a scramble every March and April.
The firm started is a virtual practice serving business owners and individuals in all 50 states, from Pennsylvania retailers to e-commerce sellers running fulfillment centers in five states. Every client gets a fixed monthly fee, a mutual success plan, and a team that already knows the business before a filing deadline lands on the calendar.
Business and personal income tax preparation done right
Filing a return is table stakes. Getting it right, on time, without a surprise invoice afterward, is where a lot of small-business owners get burned by their current preparer.
Business Tax Preparation
Federal and state returns for LLCs, S corps, partnerships, and multi-entity structures, prepared by CPAs who already track the books during the year instead of meeting the numbers for the first time each spring.
Personal Income Tax Preparation
Individual returns for owners, self-employed professionals, and families with investment income, K-1s, or multi-state filing requirements tied to the business.
Year-End 1099 Preparation
Vendor and contractor 1099 filing handled on schedule, so January doesn't turn into a scramble for missing W-9s and last-minute payment reports.
Tax planning and strategy that goes beyond filing
Filing a clean return is the finish line. Getting there without an April surprise takes planning that starts in January.
Quarterly check-ins to review estimated payments, entity elections, and year-to-date profit before liabilities pile up
Plain-English strategy sessions that translate the tax code into decisions you can actually act on
Audit protection and IRS representation if a notice ever lands in the mailbox
Multi-entity and multi-state compliance review from, so filings stay accurate as the business grows
A written mutual success plan that spells out deadlines, deliverables, and who owns each task
Specialized tax expertise for e-commerce, property management, and family offices
Multi-Channel E-Commerce
Sellers running inventory across Amazon, Shopify, eBay, Etsy, and Walmart need accrual-based books that match reality, plus sales tax handling in every state a product ships to. Berg Advisors is one of a small number of full-service U.S. firms built around accrual accounting, inventory costing, and multi-state sales tax nexus for [multi-channel e-commerce sellers](/industries/e-commerce).
Property Management Companies
Tracking income, expenses, and owner distributions across dozens of properties and entities creates a tax filing headache without centralized books. Entity-level returns, depreciation schedules, and owner K-1s get handled together for [property management companies](/industries/property-management), not as separate projects each spring.
Family Offices
Consolidated tax visibility across multiple entities, trusts, and investment accounts replaces the spreadsheet-and-guesswork approach many [family offices](/industries/family-offices) inherit from prior advisors. Personal and business filings stay properly separated, coordinated, and on schedule.
Multi-state sales tax nexus guidance for growing businesses
Add a product to a fifth marketplace or open a warehouse in a new state, and nexus rules change with it. A product-based business can trigger sales tax collection obligations in a state it's never set foot in, just by storing inventory there or crossing a revenue threshold.
Berg Advisors works directly with multi-channel sellers and wholesale distributors expanding into new states, reviewing nexus exposure before it becomes a liability instead of after a state sends a notice. That includes registering in new states, mapping which products are taxable where, and setting a reporting cadence so sales tax doesn't become a year-end scramble.
Most e-commerce-focused accounting shops treat sales tax as a bookkeeping line item. Berg Advisors treats it as a compliance strategy, because a missed nexus threshold in one state can cost more to fix than a full year of accounting fees.
Why business owners choose Berg Advisors for tax services
- 30+
- years of combined CPA experience across the founding team
- Woodard Top 50 Accounting Firm, named in the 2023 Client Accounting Services Award Spotlight
- Intuit Firm of the Future recognition for building a modern, cloud-based practice
Frequently Asked Questions About Professional Tax Services for Small Businesses and Individuals Nationwide
Get started with proactive tax planning today
Whether the business runs out of Pennsylvania or ships product from a warehouse in Nevada, one team handles the filing, the planning, and the phone call when a question comes up. Berg Advisors operates as a fully virtual firm serving clients in all 50 states.
Schedule a consultation to talk through your current tax setup. No obligation, and no hourly clock running while you ask questions.
Why clients trust us
- Berg Advisors has 30+ years of public accounting experience, specializing in e-commerce accrual accounting and multi-state sales tax nexus
- Berg Advisors handles IRS representation and tax resolution for audits and back taxes
- Berg Advisors handles multi-entity, multi-state tax compliance for complex filers
- Woodard Top 50 Accounting Firm, 2023 Client Accounting Services Award Spotlight
- Intuit Firm of the Future recognition
- Fixed monthly fee model in place of hourly billing across all tax engagements