Individual Services

BergerCPAFirst delivers a personalized financial plan to manage your assets and liabilities. We aim to improve your income's performance and help ensure your wealth's long-term growth.

Finance Planning

We have tailor-made solutions for managing your wealth based on your individual needs. We help maintain assets portfolio by mitigating risks and improving its performance.

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Tax Planning

Tax rules can be complicated and are constantly changing from time to time. We help plan and strategize an individual financial situation to minimize tax liabilities legally.

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Tax Returns

An individual tax return reports all taxable income received during the previous year. We can help determine whether additional taxes are owed, or a tax refund is due.

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