Whether it be your business or individual situation, we are here to personally serve you, so you can live a fulfilling life.

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.

Berrett Tax & Finance
Our SPECIALTIES

Tax Planning & Preparation

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Bookkeeping

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Full-Service Payroll

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Formation & Organization

CFO Services

a group of blocks shaped into a pyramid with the top most saying TAX

Tax Credits

High-Net-worth Individuals

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Investors

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Others

Ask me how to pay zero tax legally

Learn more about our specialties

Berrett Tax & Finance
Our Core Values

Honesty

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

Timeliness

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

Accuracy

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

Knowledge

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

Experience

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

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.

Proactivity

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

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.

BERRETT TAX & FINANCE INC.

4.8

Based on 126 reviews

review us on

Lourdes Matsumoto

17:31 14 Nov 24

I selected this firm due to the high reviews which based on our interaction must be from friends/family leaving fake reviews because this was the most awful and unprofessional interaction. We scheduled a tax planning session, I spoke to someone in his office three different times before our meeting and asked what was needed to prepare for the meeting. Day of the meeting my husband and I show up via zoom and he immediately is having technical issues of which he is showing up upside down which he says "is probably not worth taking the time to fix" he clearly did not care what he looked like. He did not prepare for our meeting did not look at our notes or documents and did not know if we were even married which would have been an easy thing for an accountant to tell if you glance at our tax return.He called my husband by the wrong name. Then he proceeded to spend ten minutes telling us what his fee was and how he needed to overcharge us to protect his time and would refund time we didn't use. He wanted information to charge before we could talk, and told me he was discounting his time as is so the time it was taking me to look for my routing number and bank info and that I "should be fine." He then put the blame on me for not having received his service contract before saying I must have not looked at the email after I told him I definitely looked and nothing was sent to me and I had spoken to someone in his office three separate times and emailed his assistant my documents. As an attorney I understand billable hours but that was beyond ridiculous. His zoom connection then cut off at which point we decided this was a terrible sign and would not be proceeding with someone so unprofessional. He called back and told my husband we were being "too strict" about not wanting his services because he was not prepared. Funny how he wasn't being "too strict" when charging me for my time to go and look for my bank information that he never told me I would need to provide to begin with. Apparently he seems to think his time is worth a lot but your time isn't.A great accountant is worth the time and knowledge to help you prepare and minimize tax liabilities and I am happy to pay for the service but not this guy he seems like a snake oil salesman who is only concerned with taking money and is clearly unprofessional. I would not trust someone so disorganized, unprofessional, and disrespectful to provide adequate financial services.

17:56 19 Oct 24

Paid over $700 for a tax strategy session and the only advise that I got was to max out my 401K. Beware, seems like Jason is only focused on one thing, extracting as much money as possible out of his clients. If money is not an issue, he seems to be knowledgeable about tax code.

An Grace

15:45 11 Oct 24

If you're looking for a tax and finance professional who combines meticulous attention to detail with a forward-thinking approach, look no further than Berrett Tax and Finance. Our family's financial situation is nothing short of complex. Jason not only navigated through this labyrinth with ease but did so in a way that was both thorough and efficient. He also offered insightful strategies for the future. This proactive approach has been invaluable, helping us not only to organize our current financial standings but also to plan effectively for what lies ahead.If you're in need of a professional who can handle complexity with confidence and guide you towards a financially secure future, Jason is your go-to professional. Highly recommended!

Rodney van Treeck

01:12 09 Oct 24

Excellent Service. Highly Recommend.

Bree

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 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 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 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 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 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 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 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 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 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 Slater

23:16 08 Jan 24

Very efficient and effective. Answered all my questions thoroughly and helped me a lot!

BRYCE 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 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 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 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

Whether it be your business or individual situation, we are here to personally serve you, so you can live a fulfilling life.

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

Berrett Tax & Finance Our SPECIALTIES

Berrett Tax & Finance Our Core Values

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

Berrett Tax & Finance
Our SPECIALTIES

Berrett Tax & Finance
Our Core Values