Provider

David m Berg

schedule a free consultation

Hello, my name is David Berg, CPA and small business consultant.

credentials

contact

+1(530) 671-0855
dmberg@sbcglobal.net

1080 Lincoln

Yuba City CA 95991

bio

Provider

I have lived in the Yuba Sutter area all my life, and descended from three pioneer families. I attended the University of Santa Clara and started my career with Arthur Andersen and Company, a national CPA firm. I obtained my CPA license in California in 1973 and have been working in public accounting for all of my career. Our primary focus is small business tax and consulting. In addition, we have experience is all areas of taxation including individual, partnership, limited liability company, corporate and trusts and estate.

q & a

What characteristics do your favorite clients share?

Many of our clients are self motivators and self starters with an entrepreneural spirit. Many are proactive business men and women. As I have a vibrant sense of humor, I enjoy clients with a sense of humor also.

Why should a client hire you?

I am an advocate for the client and will do all that is legally possible to reduce their obligation to the taxing authorities

Describe a time where you went beyond expectations when working with a client.

A client was very close to violating some bank loan covenants. We did further investigation and inquiry and discovered some capital expenditures that when adjusted for, put him in compliance with his bank covenants.

What single project or task would you consider your most significant accomplishment in your career to date?

Finding money for clients that they did not realize they were entitled to, such as a client failing to track some money due him, for which we maintain detailed records unbeknownst to him. Several hundred thousand in his case.

education

University of Santa Clara

Bachelor of Accounting

1970

experience

Berg Accountancy Corporation

President
Yuba City, CA

12/1979 - present

associations

Society of California CPA's

Member since 1973

American Institute of CPA's

Member since 1973

business info

Berg Accountancy Corporation

www.bergaccountancy.com

Established 1979

hours of operation

Sunday closed
Monday 08:30 AM - 05:30 PM
Tuesday 08:30 AM - 05:30 PM
Wednesday 08:30 AM - 05:30 PM
Thursday 08:30 AM - 05:30 PM
Friday 08:30 AM - 05:30 PM
Saturday closed

travel

I travel to my clients
My clients travel to me

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services


Next >

Next >

Next >