Business Details
50+ Years
experience
Your Trusted Partner for Tax & Accounting Solutions in Philadelphia
Founded in 1946, A & M Berk Tax Service has built a legacy of providing accurate, professional tax preparation and accounting services to individuals and businesses in Philadelphia and beyond. Our approach combines decades of experience with a commitment to personalized service, ensuring clients receive tailored solutions without premium pricing. Our team of Enrolled Agents, CPAs, and seasoned professionals prioritizes client education, transparency, and long-term relationships, supported by year-round tax planning and IRS-certified expertise.With a focus on convenience, we offer virtual, drop-off, and in-office filing options while maintaining a family-oriented atmosphere that fosters trust and continuity. Our staff includes specialists in small business compliance, corporate tax, and complex returns, alongside part-time preparers from top local universities, ensuring comprehensive service for clients at every stage of life.
Services
Individual Tax Preparation
Corporate Tax Compliance
Back Taxes & Prior Year Returns
Accounting Services
Small Business Solutions
Details
- Year established: 1946
Highlights and features
- We offer over 60 years of experience in tax and accounting services.
- Our team includes IRS-certified Enrolled Agents and licensed CPAs.
- We provide personalized service with a family-oriented, educational approach.
- We offer virtual, drop-off, and in-office filing options for convenience.
- Our fees are significantly lower than most CPA firms without compromising quality.
Associations and certifications
- Internal Revenue Service (IRS)
- National Association of Enrolled Agents (NAEA)
Services
Individual Tax Preparation
We prepare federal, state, and local tax returns for individuals, including 1040 forms, schedules, and Philadelphia-specific filings. Our IRS-certified professionals ensure accurate deductions and credits while offering electronic filing and year-round tax planning. Clients receive personalized guidance to understand their tax status and optimize refunds.
Corporate Tax Compliance
Our team handles corporate and partnership returns, including federal, state, and local filings. We manage estimated tax payments, disclosure requirements, and compliance processes for income, sales, and property taxes. Services are tailored to ensure businesses meet deadlines while minimizing liabilities through strategic planning.
Back Taxes & Prior Year Returns
We specialize in filing overdue returns, amendments, and prior-year state/corporate returns. Our experts assist with resolving tax debt, negotiating with authorities, and establishing payment plans. This service ensures compliance while addressing historical tax obligations for individuals and businesses.
Accounting Services
We offer bookkeeping, payroll processing, financial statement preparation, and QuickBooks management for small businesses. Our services include fixed asset tracking, retirement planning, and tax-efficient financial strategies to support business growth and regulatory compliance.
Small Business Solutions
From formation to compliance, we provide tailored accounting for startups and small businesses. Services include tax planning, investment strategies, and financial coaching to establish strong foundations. Our team helps clients navigate tax obligations while optimizing operational efficiency.
People
Mark T. Berry
Partner
A Temple University graduate and IRS Enrolled Agent since 2000, Mark specializes in complex returns for sole proprietors, partnerships, and LLCs. His expertise in finance and real estate enhances his ability to address investment and rental property tax challenges.
Kyle Holland
Partner
Partnering since 2002, Kyle manages Kensington and Mayfair offices. With a background in CIS and marketing from Temple University, he focuses on operational efficiency and client accessibility across multiple locations.
David McDonald
Partner
A licensed Enrolled Agent since 1997, David brings over 20 years of experience in small business and corporate tax compliance. He actively participates in national tax professional organizations to maintain cutting-edge expertise.
Ian T. Scott
Partner
A certified public accountant with 20+ years in financial services, Ian specializes in tax strategies for real estate investors and small businesses. He combines CPA expertise with financial coaching to help clients achieve wealth-building goals.
Questions
What tax filing options are available?
We offer virtual tax prep, drop-off service, and in-office appointments with social distancing.
Do you handle complex tax situations?
Yes, our IRS-certified professionals prepare complex individual, corporate, and small business returns year-round.
How are your fees structured?
Fees are deducted from refunds or paid at service, with options for no out-of-pocket costs.
What accounting services do you offer?
We provide bookkeeping, payroll, financial planning, tax strategies, and QuickBooks implementation for small businesses.
Can you help with prior year tax returns?
Yes, we file late returns, amendments, and prior-year state/corporate returns year-round.
