ABOUT US
Our founder has one simple vision: Trust is our reward.
J Berkey & Co., LLC only allows registered and insured agents with proven experience address client's financial needs. We feel this should be the industry standard.
All the tools of the national firms without all of the expensive royalty fees. The lack of the expensive royalty fees allow us to price all of our services well below national averages. We believe in standard upfront pricing for all of our services.
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The reason we look for the combination of experience with fair pricing is because you have more options than ever before. We feel the industry needs a model that still provides more expertise than off the shelf software but has pricing that is affordable.
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Our goal is to be Manatee County's premier tax firm. More importantly, to be your tax firm.
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OUR SERVICES
TAX PREPARATION
AND PLANNING
Our core practice and mission is to provide our clientele an accurate accounting of their tax responsibility. We strive to do this while providing exceptional customer service in a private office. The only thing that should be treated as a number is the bottom line, not the client.
STRATEGY AND OPERATION
We feel all clients are entitled to an education to maximize their potential. Especially business owners. We are happy to consult with our small business clients to develop strategic plans, new business plans, or improve processes.
GOVERNING PROCESSES
Everyone has stronger and weaker skillsets. For most business owners that is most felt in bookkeeping and timely reporting to governing authorities. As a firm, we assist select clientele with such services in order to allow them to free them up to do what they do best.