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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:

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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.

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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How Long Will It Take to Pay my Balance?

How much can you afford to pay for a car?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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