Tax Preparations in Meridian

“If you're looking for a tax and finance professional who combines meticulous attention to detail with a forward-thinking approach, look no further than Berrett Tax and Finance. Our family's financial situation is nothing short of complex. Jason not only navigated through this labyrinth with ease but did so in a way that was both thorough and efficient. He also offered insightful strategies for the future. This proactive approach has been invaluable, helping us not only to organize our current financial standings but also to plan effectively for what lies ahead.

If you're in need of a professional who can handle complexity with confidence and guide you towards a financially secure future, Jason is your go-to professional. Highly recommended!“

“Great working with this team each year! They are the strategic professional partnership I need to Navigate my personal and business tax complexity without fail.“

“What can I say.. when it comes to taxes and all things related, "Dan's the Man!"

I was referred to Dan, and Northwest Tax advisors, when my long-time CPA retired. Dan delivered everything as promised.. a timely turnaround for my early submission, with great attention to the details. Most appreciated, Dan was patient with my questions and provided explanations that made sense and showcased his expertise.

Recently, I made an appointment with Dan to review an investment strategy. To my astonishment, Dan declined to bill me for the meeting insisting this was 'part of his service.'

I am incredibly impressed and appreciative to have found such an outstanding and qualified expert in his field. It is apparent that beyond his obvious expertise, Dan truly cares about the clients he serves!“

“Our Daughter and her husband use Kent for business taxes and was highly recommended. i reached out to him for thoughts about Estate taxes in Illinois and if they would be interested. He kindly noted it would be best to reach out to a local accountant in Illinois ... and provided a couple pointers and some coaching.

What a wonderful team!“

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“Dan at LeBeau & Associates was a life saver. He successfuly negotiated with the IRS on my behave and we reached a very good settlement. He was available, attentive, explained everything to me and most importantly took my calls. I would whole heartedly recommend this firm.“

“In the 2+ years that Heath has been helping us, our experience has been extremely positive. Heath is always kind and thorough in meetings and conversations.“

“Mom was going to owe so I sent her here and she didn’t owe taxes anymore. Great job! Highly recommend.“

“Jonathan and Rachel are great! They take their time with you, answer questions and phone calls. They give great service and make you feel like you matter. They are very helpful with paperwork and gave us great advice for our personal and corporate taxes.“

“Reid Olsen has been our accountant since farther back than I can remember. We have total confidence in his experience and expertise, and know he has saved us many, many dollars over the years, along with much anxiety. He has led us through many difficult situations, and given us the peace that has allowed us to sleep at night.“

“Everyone we talked to have been professional and reassuring through a very difficult first year as business owners. We really appreciate all the assistance. Its been a huge blessing working with them.“

“Robyn and her team have worked with our family since 2007. They are friendly, professional informative and always willing to help answer questions.We have referred others looking for a great CPA to Silverbridge. They know their industry oh and they communicate did I mention that prior? :) seriously they are awesome!!!!“

“Dallas and team are phenomenal. They feel like part of our team and have been great thought partners as we continue to build up our multi-state business. Highly recommend the 208tax team to anyone looking for an experienced CPA.“

“Dee has done my taxes for 7 years now and has always been so personable and professional. I look forward to going to her every year. The only person I trust with my taxes and the conversation is always a plus! Would 100% recommend.“

“Doug and his team are professional and a pleasure to work with. I can't imagine ever getting my taxes done anywhere else. Christina is by far the most amazing!! So, nice too!“