Business Details
28 Years
experience
Trusted Accounting and Tax Services in Meridian, Idaho
Berrett Financial Group was founded in 1998 with a vision to provide personalized accounting and tax services rooted in integrity and expertise. Over 25 years, we've grown from a basement operation to a trusted firm serving clients across Idaho, specializing in tax planning, bookkeeping, payroll, and CFO services. Our team combines deep knowledge of evolving tax laws with a proactive approach to minimize liabilities and maximize financial success. We prioritize client relationships, offering tailored strategies and year-round support to ensure peace of mind. Our commitment to accuracy, timeliness, and transparency has earned us over 100 five-star reviews and a reputation as a leader in Meridian's accounting community.We collaborate with legal and financial professionals to deliver holistic solutions for individuals and businesses. Our founder, Jason Berrett, an Enrolled Agent with decades of experience, leads a team dedicated to exceeding client expectations through meticulous attention to detail and a focus on long-term financial health. We serve Boise, Meridian, Kuna, Eagle, Nampa, and surrounding areas, offering evening and Saturday appointments during tax season.
Services
Bookkeeping
Payroll Services
Tax Credits
CFO Services
Tax Planning
Details
- Year established: 1998
Highlights and features
- We have over 25 years of experience in tax and accounting services.
- Our team includes an IRS-licensed Enrolled Agent with specialized tax expertise.
- We guarantee accuracy with multi-step review processes for all tax returns.
- We prioritize proactive tax planning to minimize liabilities and maximize savings.
- We offer personalized service with a holistic approach to financial health.
Associations and certifications
- IRS (Enrolled Agent)
What people say
Knowledgeable staff
Proactive tax planning
Personalized service
Peace of mind
Thorough explanations
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through proactive strategies. We analyze financial situations to identify deductions, credits, and legal tax-saving opportunities tailored to unique needs. Clients benefit from year-round guidance to optimize financial decisions and ensure compliance with evolving tax laws.
Bookkeeping
We provide accurate bookkeeping solutions to maintain organized financial records. Our team manages accounts payable/receivable, bank reconciliations, and financial reporting to ensure clarity and compliance. Clients gain real-time insights into business performance while saving time for core operations.
Payroll Services
Our full-service payroll solutions handle tax calculations, direct deposits, and regulatory filings across multiple states. We ensure compliance with federal and state requirements while simplifying wage distribution. Businesses receive timely, error-free payroll processing and year-end reporting.
CFO Services
We offer strategic CFO services for business growth and financial optimization. Our experts provide cash flow analysis, budgeting, and tax-efficient structuring to support long-term goals. Clients receive actionable insights to improve profitability and navigate complex financial decisions.
Tax Credits
Our team identifies eligible tax credits to reduce liabilities for businesses and individuals. We specialize in research, documentation, and claiming processes for credits like R&D incentives and energy-efficient deductions. Clients maximize savings while maintaining compliance with regulatory requirements.
People
Jason Berrett
Founder
Jason Berrett, an IRS-licensed Enrolled Agent, founded the firm in 1998. He specializes in tax law, retirement plans, and ethical financial strategies. With over 25 years of experience, he focuses on personalized client relationships and holistic financial planning.
Renate Greenfield
Bookkeeper
Renate Greenfield has 30 years of bookkeeping and payroll experience. She specializes in QuickBooks software and multi-state payroll processing. Her expertise helps businesses streamline financial operations while maintaining a friendly, client-focused approach.
Jeremy Swenson
Accountant
Jeremy Swenson handles tax preparation, bookkeeping, and payroll services. He graduated from Brigham Young University with a Master's in Accountancy and serves clients with a focus on accuracy and comprehensive financial support.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll, tax planning, CFO services, and tax credit optimization for individuals and businesses.
Do you serve clients outside Meridian?
Yes, we serve Boise, Kuna, Eagle, Nampa, and surrounding Idaho areas with in-person and virtual consultations.
How do you handle complex tax situations?
Our team specializes in multi-state returns, high-net-worth planning, and business tax strategies with expert analysis and documentation.
What are your office hours?
We're open Monday-Friday 8:30 AM-5 PM, with evening and Saturday appointments available during tax season.
Can you help with IRS audits?
Yes, our Enrolled Agent can represent clients during audits and resolve tax compliance issues across all 50 states.
How are your fees structured?
We offer fixed-rate agreements for ongoing services and hourly rates for consultations, with transparent pricing upfront.
