Sign In Get Started

Ellen R. Bergman — CPA in Marshalltown, Iowa

ER

Ellen R. Bergman

Certified Public Accountant | Licensed in Iowa
0.0 (0 reviews)
Verified Licensed
702 South 3rd Avenue, Marshalltown, Iowa 50158 View on Maps

About Ellen R. Bergman

Ellen R. Bergman is a certified public accountant based in Marshalltown, Iowa, with over a decade of experience in various business structures, including S-corps, partnerships, and LLCs.

Her practice focuses on providing general accounting and advisory services to small businesses, as well as basic accounting services and financial planning for individuals and families.

Bergman is particularly skilled in ensuring sales tax compliance for her clients, a crucial aspect of business operations in Iowa and beyond.

With a deep understanding of the complexities of various business structures, she offers guidance and support to entrepreneurs and small business owners in making informed financial decisions.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Marshalltown

T
Timothy Nichols
Marshalltown, Iowa
GJ
Greg J. Wright
Marshalltown, Iowa
J
James Bowman
Marshalltown, Iowa
S
Suzanne Mead
Marshalltown, Iowa
K
Kathleen Pink
Marshalltown, Iowa
N
Nathan Minkel
Marshalltown, Iowa

Contact Ellen R. Bergman

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns