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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.

Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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