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Boise Capital at Sunset

TAX PLANNING, PREPARATION & FINANCE
Are You Looking For A Full-Service Accounting Firm In Meridian, Idaho?

 

Welcome to Berrett Tax & Finance, we offer a broad range of services for business owners, investors, and other professionals. We are committed to providing our clients with superior tax planning, tax preparation, accuracy, and reliability for their personal or business financial needs. We serve Boise, Meridian, Kuna, Eagle, Nampa, and the surrounding areas.

We prioritize proactive tax planning to assist you in achieving financial and life success.

There are many challenges when it comes to understanding financial intricacies and partnering with a licensed tax professional such as a CPA or an IRS Enrolled Agent. This is the best way to ensure accurate records and avoid repercussions such as audits so you don’t need to hire a CPA or Enrolled Agent after there is a problem.

How protected are you if you or your business are sued? We have insights for you from a tax perspective. We also have great legal contacts.

At Berrett Tax & Finance, we provide tax and accounting support to you and your business year-round so you never have to worry about the state of your finances. We have built trust with our clients over the years and continue to be a reliable source of tax and financial services here in Meridian, Idaho.

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Berrett Tax & Finance
Our SPECIALTIES

At Berrett Tax & Finance, we offer a broad range of services for business owners, executives, independent professionals, and more.

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Learn more about our specialties

Berrett Tax & Finance
Our Core Values

 

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Honesty

We always have your best interest in mind and work to gain and keep your trust.

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Timeliness

We are deadline driven and will work with you one on one to reach the finish line.

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Accuracy

We double-check, triple-check, or have two people work on each tax return.

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Knowledge

We use multiple paid research programs and other reliable sources to stay up to date on all the newest tax laws.

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Experience

We have been in business for over 25 years so we can handle common and unique situations alike.

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Service

We have a get-it-done-right philosophy and rise above the competition by going far beyond the bare minimum. We always aim to be approachable and responsive.

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Proactivity

We advise and strategize for future considerations using a holistic, team approach with other professionals.

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Communication

Share information and documents via email, mail, text messaging, online portal, or online transfer system. Your information is kept secure and safely backed-up.

BreeBree
05:25 05 Sep 24
Jason is great! Very knowledgeable and can answer any question you have confidently. Definitely my new accountant, I am happy to have found an accountant who knows his stuff! Thank you Jason!
Sebastian GriffinSebastian Griffin
23:11 02 Aug 24
Jason and his team are the best around. Very knowledge on a wide range of tax/accounting topics.If he doesn’t know a topic to your satisfaction, he has a great team of people whom he works with that surely know and can fill in the gaps.Start early and be ready to be impressed.
Steve DaySteve Day
17:50 24 Jun 24
Jason is very knowledgeable and has helped me save a lot of money & time. I have got to know him now and I respect him. He is now my tax man from now on.
Jim TomlinsonJim Tomlinson
02:51 20 Jun 24
I have been with Berrett tax for years and Jason has always look for all deductions I should receive thank you for all your help
Anthony CoombeAnthony Coombe
04:40 05 Apr 24
We had an excellent experience. Very professional and knowledgeable. Gave us the tools to be fully prepared for our appointment. Which allowed us to get our taxes done quickly, effectively and accurately.
Andrew BellAndrew Bell
19:32 01 Apr 24
My wife and I recently moved to Meridian and this was our first experience using Jason Berrett to review and prepare our 2023 tax return. We could not be more pleased with his services. He was extremely knowledgeable and thorough. He took his time and we never felt rushed. We appreciate his professionalism and expertise and we highly recommend his services to our family and friends.
John MandasJohn Mandas
21:02 28 Feb 24
Great people who always take the best care of their clients. Jason has been taking care of both business and personal taxes for years and has always had my best interest at heart, he does not leave a stone unturned.
Tom YoungTom Young
20:46 25 Feb 24
My wife and I just had our taxes done by Jason Berrett. This was our first time using Berrett Tax & Finance as we’re new to the Treasure Valley. Jason was extremely professional and thorough with our tax return and explained everything in detail. It was a pleasure doing business with him and we’ll definitely use him again this next year.
Gail HofertGail Hofert
21:32 20 Feb 24
Jason has an incredible knowledge of the IRS rules and regulations. I'm always impressed by his professionalism. He shows an interest in me as a person and not just as another client. As a 20 year customer I couldn't recommend anyone else. I've watched the progress of his business over the years and it's impressive. You can be confident in his business and tax advice.
Lindsey LonbergLindsey Lonberg
03:06 31 Jan 24
Wow. Jason really knows what he is doing! Not only did he bring me in a wonderful refund, but he showed me all of his work so that I understood what we were submitting. He was clear, concise, honest and thorough. I’m so excited to keep working with him in the future!
Brandon SlaterBrandon Slater
23:16 08 Jan 24
Very efficient and effective. Answered all my questions thoroughly and helped me a lot!
BRYCE MEYETBRYCE MEYET
04:12 14 Dec 23
Working with Jason has been an absolute pleasure. His expertise and insight have proven invaluable in sorting out our taxes for both of our businesses. Jason not only possesses a broad knowledge base but also demonstrates a solid understanding of our specific needs. In our meetings, he consistently brought a level of professionalism and competence that instilled confidence in his ability to navigate the complexities of our financial matters. We appreciate his dedication and proactive approach in ensuring our financial affairs are in order. Without a doubt, I would highly recommend Jason for his exceptional CPA services.
Justin WatersJustin Waters
18:00 26 Nov 23
Jeremy and Jason are great people that you can trust! They know what they are doing and the staff is very on top of things. I highly recommend using Berrett Tax.
Lior SaponarLior Saponar
01:09 14 Feb 23
Amazing experience with tax filing! Jason is super knowledge, attentive and patient. He helped me with my 2022 tax filing, which included a lot of changes and it got a little complicated. He has made notes for next year to be better prepared, and overall I had the sense that I am dealing with a true professional. Thank you so much for your time today!
Craig Van DyckCraig Van Dyck
06:31 03 Mar 22
Jason is amazing to work with. My parents have been using him for years and now that they don't have all their capabilities he has transition nicely to working with myself and my parents together. He is very patient and understanding of the circumstances. He makes it possible to have you completely prepared before you ever walk into your first appointment. They are prompt to return emails and phone calls. I highly recommend using Berrett Tax & Finance Inc. for your tax and financial needs
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