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Bergman CPA Tax & Accounting Bergman CPA Tax & Accounting
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Your Trusted Accounting Partner in Marshalltown
At Bergman CPA Tax & Accounting, we prioritize the meticulous management of our clients' financial needs. Our firm combines the experience of a large accounting practice with the personalized attention of a boutique firm, ensuring tailored solutions for individuals and businesses. We stay current with evolving tax laws and technological advancements to deliver accurate, strategic financial guidance. Our services span accounting, payroll, tax planning, and virtual CFO support, focusing on minimizing liabilities and enhancing business performance. With a foundation built on old-school principles and modern adaptability, we serve clients in Marshall County and across Iowa.

Our team, including CPA Jeff Rasmussen, brings decades of combined expertise in audit, tax, and financial management. We develop long-term relationships by providing responsive communication, timely reporting, and industry-specific insights. Our virtual CFO services offer scalable expertise for small to medium businesses that require high-level financial strategy without full-time executive costs. We maintain rigorous accounting standards while delivering accessible, client-centric service. By analyzing market trends and leveraging specialized skills, we act as trusted advisors committed to our clients' financial success.
Services
Accounting Bookkeeping Payroll Taxation Virtual CFO IRS Representation Non-Profit Services Financial Planning Consulting Tax Strategy
Highlights and features
  • We offer 15+ years of CPA expertise in tax and accounting services
  • Our virtual CFO services provide scalable executive-level financial strategy
  • We deliver personalized accounting solutions tailored to individual business needs
  • Our team maintains rigorous compliance with current tax regulations and technology
  • We provide responsive communication and timely financial reporting
Update Listing
Services
Accounting Services
We manage complete accounting needs from data entry to financial reporting. Our services track revenue and expenses, providing insights into business financial health. We handle bank reconciliations, payroll processing, and month-end closing entries while delivering customized financial reports including income statements and cash flow analyses.
Virtual CFO
Our outsourced CFO services offer strategic financial guidance for growing businesses. We provide financial analysis, cash flow projections, organizational structuring, and acquisition planning. This service delivers executive-level financial expertise on a flexible, part-time basis to improve profitability and operational efficiency.
Payroll Services
We handle complete payroll processing including tax calculations, direct deposits, and compliance reporting. Our system manages multiple payroll schedules, tracks employee benefits, and files federal/state tax forms. We ensure accurate and timely payroll execution while maintaining regulatory compliance.
Tax Planning
Our tax services focus on minimizing liabilities through strategic planning. We prepare federal and state returns, handle IRS representation, and provide year-round tax advisory. Specialized services include non-profit tax compliance, 501(c)(3) applications, and tax-efficient business structuring.
Bookkeeping
We provide comprehensive bookkeeping services including general ledger maintenance and financial statement preparation. Our system supports monthly, quarterly, or annual accounting cycles with adjusting entries and customized reporting. We help businesses maintain accurate financial records for better decision-making.
People
Jeff Rasmussen
CPA Partner
CPA with 15+ years experience in accounting, audit, and tax matters. Former CFO of Marshalltown company. Specializes in virtual CFO services and business financial strategy.
Questions
How do you bill for your services?
Billing varies by project. Contact us directly for detailed billing information and service-specific pricing.
What are your business hours?
We operate 8:00am-5:00pm Monday-Thursday and 8:00am-2:00pm on Fridays during summer months.
Can you represent me during an IRS audit?
As CPAs, we can represent you in federal tax court and defend returns we've prepared during IRS audits.
What documents are needed for tax preparation?
Required documents include W-2s, 1099 forms, tax bills, contribution records, and significant expense documentation. Specific requirements vary by individual circumstances.