Christopher Bertz — CPA, MBT in Falcon Heights, Minnesota
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Services Offered
Corporate Tax Preparation & Planning
C corporation and S corporation tax preparation, compliance, and proactive planning — entity selection and res...
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Partnership Tax Services
Partnership and LLC return preparation and planning — allocations, basis tracking, buy-ins and buy-outs, and t...
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Individual Tax Preparation & Planning
Individual tax preparation and proactive planning, deduction and credit optimization, residency issues, multi-...
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Tax Planning & Projections
Proactive, year-round tax planning with projections that forecast obligations before they land — so filing sea...
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IRS & State Tax Controversy Representation
Representation before the IRS and state tax agencies — responding to notices, resolving disputes, and managing...
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Specialties
Business Tax Planning & Compliance
JAK provides business tax solutions for all entity types: preparation, compliance and proactive planning, busi...
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Individual Tax Planning & Preparation
JAK's individual tax practice covers preparation, proactive planning, IRS and state controversy representation...
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Client Types Served
Retirees and Fixed Income Individuals
Small and Mid-Sized Business Owners
Individuals
Industry Expertise
Languages Spoken
English
About Christopher Bertz
As a tax Director at John A. Knutson & Co., PLLP, Chris considers it a true honor to guide clients through the often-complicated process of tax planning and preparation. He has a gift for sorting out the details, so this work comes naturally.
Chris has worked with a wide array of clients — from large corporations to retirees living on a limited income — across corporate, individual, and partnership tax. He's grateful to save the day when clients find themselves in a complicated situation, and always ready to use his no-nonsense approach to help clients respond to IRS and state tax notices.
He holds a Master of Business Taxation from the University of Minnesota (2018) and a BBA in Accounting and Real Estate & Urban Land Economics from the University of Wisconsin–Madison.
Areas of expertise:
• Corporate tax
• Individual tax
• Partnership tax
Chris has worked with a wide array of clients — from large corporations to retirees living on a limited income — across corporate, individual, and partnership tax. He's grateful to save the day when clients find themselves in a complicated situation, and always ready to use his no-nonsense approach to help clients respond to IRS and state tax notices.
He holds a Master of Business Taxation from the University of Minnesota (2018) and a BBA in Accounting and Real Estate & Urban Land Economics from the University of Wisconsin–Madison.
Areas of expertise:
• Corporate tax
• Individual tax
• Partnership tax
Education
Master of Business Taxation (MBT), Business Taxation
University of Minnesota, 2018
Bachelor of Business Administration, Accounting and Real Estate & Urban Land Economics
University of Wisconsin – Madison, 2007
Certifications & Licenses
Certified Public Accountant (CPA)
Minnesota Board of Accountancy
Professional Memberships
American Institute of Certified Public Accountants (AICPA)
Member
Minnesota Society of Certified Public Accountants (MNCPA)
Member
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
Frequently Asked Questions
Corporate, individual, and partnership tax planning and preparation — for clients ranging from large corporations to retirees on limited incomes.
Yes. Responding to IRS and state tax notices with a no-nonsense approach is a signature part of his practice.
CPA since 2009, with a Master of Business Taxation from the University of Minnesota (2018).
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