Berkeridge Financial Services — CPA Firm in North East, Maryland
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Specialties
Individual Tax Preparation
Individual Taxes: Strategies are developed, implemented and monitored around each individual's situation.
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Retirement Planning
Tax Planning
Business Tax Preparation
Small Business/Corporation Taxes
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Business Consulting & Advisory
Risk Management Analysis
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Estate & Trust Tax
Estate Planning: Aims to mitigate tax impacts and benefit clawbacks, alongside retirement and legacy planning.
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Nonprofit Accounting & Tax
Not-for-Profit Taxes: Planning starts well before the filing date.
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Industry Expertise
Nonprofits
Clients Served
Individuals
Small Businesses
Families
Locations
About Berkeridge Financial Services
Berkeridge Financial Services is a North East, Maryland practice with a CPA, CFE and MS-credentialed professional, helping individuals, families and small businesses develop, implement and monitor tax, investing, retirement and estate planning strategies, including not-for-profit taxes and risk management analysis.
Frequently Asked Questions
The North East, Maryland practice develops, implements and monitors tax, investing, retirement and estate planning strategies for individuals, families and small businesses.
Yes. It handles not-for-profit taxes, with planning that starts well before the filing date.
Stephen Berkeridge, who leads Berkeridge Financial Services in North East, Maryland, holds the CPA, CFE and MS credentials.
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