Financial Statement Audit

Milton Berg is equipped with the resources and expertise to deliver your financial statement audit at a reasonable fee. We have a team of professionals with the experience and knowledge to solve the issues facing today’s companies. We feel our firm is unique as our audit approach is designed to avoid disruption to your normal day-to-day operations. We provide experienced personnel and deploy managers on-site for the majority of the audit to ensure a timely and effective engagement.

Tax Planning

Tax planning is an essential element of the tax preparation process. Milton Berg advises in planning your tax which is part of your overall business strategy. You can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.



Each Business Structure has its own separate and distinct regulations when it comes to Business Tax Preparation.

Most Business Structures affect the personal taxes as well. By knowing your goals we can assure the most effective Income Tax Planning.

Each Business Tax Preparation has different needs depending on whether :

  • You are a Sole Proprietor, Limited Liability Company or Partnership, 
  • You have started your business in the current year
  • Sold part or all of your business
  • Are considering selling your business in the near future
  • Have added partners or shareholders , or they have left your company
  • You need guidance on “reasonable compensation” for shareholders
  • Knowing you are taking advantage of all the deductions you are entitled to
  • Is it time to change the Business Structure of your company to minimize taxes?


Business owners typically think only of yearly taxes for Small Business Tax Preparation, but you are subject to many more such as:

  • Value Added tax issues
  • Worker’s compensation issues
  • Retirement plan contributions and deductions

We understand these areas and will guide you through the maze of regulations and constant updating of these laws. Minimizing these taxes is a goal of every business. For example, are you aware of tax credits that are available for hiring employees?


 Individual Income Tax Preparation

 During our individual Income Tax Preparation process:

  • If you are a new client, we review your last 2-3 years tax returns to check for accuracy. 
  • Tax Returns are carefully reviewed to ensure you take all the deductions you are entitled to.
  • As part of our Income Tax Preparation process, we electronically file the tax return.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.


 Our agreed upon procedures engagements require us to work closely with you to understand your business and meet specific needs during planning. Our reports remain restricted to the appropriate parties, and adhere to requirements of the Accounting Standards.

Teamwork is the ultimate competitive advantage.  Companies that inspire, train, and reward teamwork inevitably improve their profit margins. Our coach works directly with your teams to quickly identify key teamwork problems and address them. We offer expertise in building High Performance Teams, self-sustaining, high results teams that lead  to self-correctness.


Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.