Contact Sign In Add Your Business
Call Now
Website
Call
Business Details
8 Years
experience
Trusted Accounting and Tax Services in Marshalltown, IA
At Bergman CPA Tax & Accounting, we prioritize the careful management of your finances through personalized and thorough service tailored to your business or individual needs. Our team stays current with evolving laws and technologies to provide strategic guidance in tax planning, business management, and financial reporting. We specialize in bookkeeping, payroll, strategic tax planning, and virtual CFO services, helping clients minimize tax liabilities and optimize financial performance.

With expertise in non-profit tax compliance and IRS representation, we serve businesses across Iowa, combining technical proficiency with client-focused support. Our virtual CFO services offer scalable solutions for small to medium-sized businesses, delivering high-level financial analysis and operational recommendations. We emphasize timely communication, accuracy, and long-term client relationships, ensuring clients receive actionable insights to achieve their financial goals.
Services
Accounting Bookkeeping Payroll Taxation Consulting Virtual CFO IRS Representation Non-Profit Services
Details
  • Year established: 2018
Highlights and features
  • We offer 15+ years of CPA expertise in accounting and tax strategy.
  • Our virtual CFO services provide scalable financial leadership for small businesses.
  • We specialize in non-profit tax compliance and IRS problem resolution.
  • Personalized service combining technical expertise with responsive communication.
  • Proven track record serving clients across Iowa since 2018.
Update Listing
Services
Accounting
Our accounting services provide comprehensive financial management, including bank reconciliations, accounts receivable/payable tracking, payroll processing, and month-end closing. We deliver accurate financial reporting packages with balance sheets, income statements, and custom reports to help businesses monitor their financial health. By maintaining up-to-date records, we ensure clients have reliable data for strategic decision-making.
Payroll
We offer customized payroll solutions with direct deposit, tax withholding calculations, and compliance reporting. Our system handles federal and state tax filings, W-2/W-3 preparation, and vacation/sick time tracking. By automating payroll processes, we help businesses reduce administrative burdens while ensuring adherence to evolving tax regulations and deadlines.
Taxation
Our tax services include federal and state return preparation, transactional structuring, and strategic planning to minimize liabilities. We specialize in individual and corporate tax strategies, estate planning, and state/local tax compliance. With expertise in nexus analysis and sales tax determination, we help clients navigate complex tax frameworks while maximizing savings.
IRS Representation
We resolve IRS issues through installment agreements, offers in compromise, and innocent spouse relief. Our team negotiates with the IRS to reduce penalties, stop wage garnishments, and settle tax debts for less than owed. By developing tailored resolution strategies, we protect clients from levies and asset seizures while restoring financial stability.
Virtual CFO
Our virtual CFO services deliver executive-level financial guidance for small businesses. We provide cash flow projections, budgeting, profitability analysis, and organizational restructuring. By identifying operational inefficiencies and strategic growth opportunities, we help clients improve financial performance without the cost of a full-time CFO.
People
Jeff Rasmussen
CPA Partner
Jeff Rasmussen joined Bergman CPA in 2018 with 15+ years of accounting experience, including a CFO role at a Marshalltown company. He specializes in virtual CFO services, leveraging executive-level expertise to help small businesses optimize financial operations and strategic decision-making.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including bookkeeping, financial reporting, accounts payable/receivable management, and system setup for new businesses.
How can you help with IRS tax debt issues?
We resolve IRS problems through installment agreements, offers in compromise, and penalty abatement, stopping garnishments and negotiating settlements for less than owed.
Do you offer payroll processing services?
Yes, we handle payroll tax calculations, direct deposits, compliance reporting, and W-2/W-3 filings for businesses of all sizes.
What is virtual CFO service?
Our virtual CFO service provides part-time executive financial guidance, including budgeting, cash flow analysis, and strategic planning to improve business performance.
Do you work with non-profit organizations?
Yes, we prepare 990 returns, handle grant compliance, and assist with 501(c)(3) applications for non-profit clients.
What areas do you serve?
While based in Marshalltown, we provide accounting and tax services to clients throughout Marshall County and across the state of Iowa.