Broker Check
Harriet Berg, EA

Harriet has been in tax accounting since 1979 and established this firm the same year. She specializes in business, personal, estate and trust returns as well as retirement planning. Harriet leverages tax strategies to promote business and personal tax planning to help her clients achieve their goals.

A Short History

What began in 1979 as an idea for a busy mother to stay home with her growing family has become one of Oak Harbor’s longest running and most successful small businesses. Berg Tax Accounting, Inc.(now known as BTA, Inc.) began at Bob and Harriet Berg’s dining room table. A dozen years later, the business expanded into a suite of offices in downtown Oak Harbor. In 1993, Harriet earned the title of Enrolled Agent, a status that allows her to represent clients before the IRS. In 2002, Harriet made the decision to become more available to her husband’s growing Nikken business and sold her Whidbey Island tax practice. She now has a growing list of business clients across the United States. One of Harriet’s specialties is small business counseling.

Forethought is given to determining the best tax structure for the client’s business needs. Time spent explaining the pros and cons of other business considerations is a critical part of each interview. Harriet and her staff find personal pleasure in being part of your team’s success.

One of the hallmarks to BTA Inc.’s services is our systematic and personalized client interview which focuses on each client’s needs and concerns. Secondly, we ask questions designed to save you money and insure compliance with IRS regulations. This personalized interview allows us to probe beyond final figures into the evolving process of tax planning. Decreasing our client’s tax liability within legal boundaries is a primary goal. BTA Inc. is committed to providing flexible tax preparation and planning.

We also recognize the position of trust our clients give us and look forward to serving them for many more years. Referrals are always welcome and appreciated, recognizing that the greatest compliment our clients can give us is their referral of others.