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Bergerson Tax Services

2580 Rice Street
St. Paul, MN 55113

Phone:

Jeff: 651.647.4935
Jennie: 651.644.2304

E-mail:

info@bergersontax.com

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Calculators

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Contact Us

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Bergerson Tax Services

Personalized and Expert Income Tax Preparation
and Tax Services

BTS Bergerson Tax Services logo on a modern office wall.

A leading provider for tax services in terms of the scope of our practice and our reputation. We are available year round to provide consultation for any state tax related, federal tax related, or tax preparation service matter. We build relationships with every client and know their individual tax situation in depth, so that we can maximize their return.

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck