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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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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.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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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