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
Ask me how to pay zero tax legally
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.
Kyle Allen
2 months ago
I had my initial consultation with Berrett Tax and Finance today, and I was really impressed with the experience. Jason was professional, friendly, and easy to talk to. He took the time to listen to my questions, explain things clearly, and make sure I understood my options without making me feel rushed or overwhelmed.
I’m looking forward to working with him and feel like I’m in good hands moving forward. Based on my first experience, I would definitely recommend giving Jason and Berrett Tax and Finance a call!
Josh Roy
7 months ago
I’m extremely grateful for the services provided by Jason at Berrett Tax Services! Jason is extremely knowledgeable about both tax filing and planning. I needed a place where I could get multiple services and am glad I found him
Pam Sawyer
9 months ago
Jason Berrett with Berrett Tax and Finance, Inc is a gem! We have been going to him for few years and have not been disappointed. He has amazing staff that is aways friendly and courteous. Tax time can be very stressful but Jason takes that stress away. We will be using him for sure every year. He is very personable and fun to work with.
Bennett Welco
9 months ago
Jason was awesome. My wife and I had some tough tax and student loan questions and he gave us a lot of guidance and was EXTREMELY respectful of the fact that we couldn't afford to do a long meeting. He was thorough and helped us understand all the options that we had available. I feel much better about this tax season, and next time we need help with financial planning, we know where we are going.
Carter Naegle
9 months ago
Jason was great to work with. He helped me with tax planning and tax strategy. I used him for personal and business taxes. Worth every penny!
Brandon Kinzie
9 months ago
Highly recommend. Everyone was very friendly and Jason not only answered all of my questions, he even offered advice for next year’s taxes. He even let me book next year’s appointment in advance.
Andrea Ehresman
10 months ago
I recommend Jason for your tax needs. He reviewed the tax return I had prepared through TurboTax for 2024 and found five‑figure savings I had completely missed. His attention to detail and ability to explain complex tax issues in plain language made the whole process feel easy and empowering.
One heads‑up for new clients: before your initial meeting, be sure to request a secure link to upload any documents he may need. Having everything ready to go will save you money!
If you’re looking for a CPA who is thorough, trustworthy, and genuinely invested in your financial well‑being, Jason is the one.
Aubree Coderre
11 months ago
I had used Berrett Tax & Finance a few years ago, but moved out of state. When we returned in Dec of this year they were my first call to get our business and personal taxes in order. Amazing team from Catherine to Jason and everyone in between!
Gary Brose
11 months ago
A few days ago, I met Jason Berrett for the first time. My wife and I just moved to Idaho from Seattle, and we have some complications with selling our Seattle home and buying another in this area. Jason is very knowledgeable when it comes to both personal and corporate income tax returns. He even told me about a deduction that my company could have been taking for the last 20 years but my Seattle accountant missed it. I'd say I'd found the right guy to take good care of our returns. Be sure to include Jason when you are deciding on a new accountant.
Cody VanLeuven
1 year ago
The receptionist was very professional and polite, and Mr. Barrett himself was very professional and helped find several tax saving tips and also has very sound investment advice. Him and his team are very compassionate kind people and I will be doing my business for my taxes with this establishment from here on out
Robert Wetjen
1 year ago
I had an outstanding experience with Berrett Tax and Finance — truly 11/10 service. Jason is incredibly knowledgeable and advanced when it comes to tax strategy. I had a complex situation involving income from two different states, and he handled it with ease and confidence. Not only did he take care of my 2024 return, but he also helped me file for 2023. I’m confident he maximized my refund, and he took the time to clearly explain everything along the way. Highly recommend Jason if you want someone who knows the ins and outs of the tax world and actually cares about getting you the best result.
Jake Warner
1 year ago
First time using a tax specialist and I was very dissatisfied. He charged over $300 an hour just to literally put in the info I had gotten by myself. He wasted my time and told me I needed to do two appointments which I feel like all of this could’ve easily been done in one. The rates he charged are ridiculous, he charges as if he’s a lawyer. This is a scam. I DO NOT RECOMMEND THIS COMPANY!!
Laura Warner
1 year ago
Jason and his team at Berrett Tax & Finance provided excellent service. This was our first time using a professional for our taxes, and they made the experience incredibly smooth. They were thorough, detail-oriented, and took the time to clearly explain each step of the process. Their ability to break down complex information made everything easy to understand, and they offered valuable insights beyond just tax-related matters. We truly appreciated their professionalism, responsiveness, and the care they put into helping us. We would highly recommend them to anyone looking for knowledgeable and reliable tax support.
Jonathan Belnap
2 years ago
Berrett Tax has a heart for helping people. They take pride in their work and do what’s right. They have worked with me and my clients for several years. We have work together on tax strategies as a part of delivering comprehensive financial planning. Many tax firms are only concerned with filing returns. Berrett has been open to creative ideas to reduce current and long term taxes. They are also very responsive and helpful.
Kip Perry
2 years ago
Let me start by saying that we've never used a tax specialist before.. we just moved to Idaho and looked some up.. we decided to go with Berrett tax. We set up our meeting at 9:00 AM. He finally called us back at 9:08 and we answered some questions. He was just typing away.. keep in mind.. he's NOT CHEAP.. We also had to do a TON of pre paperwork online and input all of our information, which is fine, but what the heck did he do to charge us so much if everything was already there? I am now a owner of a business and was looking forward to having him help me find ways to have write offs.. after sitting for an hour.. he pulled up our taxes and showed us what we owe.. I said ok and said I would love some advice on how to have some tax write offs for my business. He sated oh yea I can help with that, but you'll need to set up another appt. I got nothing out of him. He charged us over $700 and I'm not even sure what for. He stated he had pre-worked on our account before we shoed up.. but I have no idea what he did or for how long. We received no breakdown of why it cost what it did.. and no help otherwise. I have since asked other Tax consultants and they stated that seems highly unfair and unusual. Of course he wants to charge me $350.00 an hour for " advice ". Now talking to others and asking friends, I would never go back and do not recommend Berrett Tax. He over booked and had to kick us out quickly as others were then waiting in the lobby. Not a fan of Berrett and highly disappointed. Will not be going back.
James Maryanski
2 years ago
We are originally from California. We used the same accountant for 20 years. We moved to Idaho, and did know where to go. We met Jason Berrett, and we were very impressed. His knowledge of the tax laws, and his personable manner was very impressive. I would not hesitate to refer anyone to Jason Berrett tax office.
Eric Millspaugh
2 years ago
Great office ! Jason helped us through a bad situation with our personal business and a previous bad accountant situation and found us tax breaks we didn’t even know were an option ! We will continue to use this office for personal and business taxes ! 10/10 recommend !
sarah case
2 years ago
We have been using Berrett for over three years now and absolutely love them !! Jason is wonderful and so insightful - he listens intently to all conversations and takes the time to address any issues or concerns ( even things that have not happened yet ) - we drive an hour plus to come in and use this office as they are worth every dime !!
Patrick Gramata
2 years ago
We had a great experience working with Jason. He was very professional and was able to advise us of ways to better position ourselves for next year. He is up to date with the tax code and answered all of our questions. Would highly recommend if your looking for a sharp tax man. The office has great communication software which alerts you about appointments and prepares you for your tax appointment prior to your arrival.
April Farris
2 years ago
Alex Greene
2 years ago
Jason was amazing to work with this year! For it being the first year of not doing taxes ourselves, we have decided to permanently make the switch. He was very thorough, informative and welcoming to any and all questions.
jeff friend
2 years ago
The best very patient and does a great job
Nicholas Phares
2 years ago
We have been customers for over 21 years with Jason and his team! Never had a bad experience and we are always bowled over by his attention to detail and his professionalism! You won't find any better. Nick P.
Joe Albert
2 years ago
Professional, thorough and fast. We had a great experience as a new client with Berrett Tax. The team was friendly and they helped us collect all the needed documents and got our taxes processed quickly.
Kira Greene
2 years ago
Can not recommend Jason and his team enough! The peace of mind they provide and knowledge they have makes it worth every penny.
Revive Wellness & Recovery
2 years ago
Can not recommend Jason and his team enough! The peace of mind they provide and knowledge they have makes it worth every penny.
Alexandra Nazaradeh
2 years ago
If you are looking for a CPA that can help navigate IRS regulations so you can have peace of mind, Jason Berrett, CPA is the CPA to see.
He has provided sound, intelligent and ethical advice tailored to our family financial needs. Jason is upfront on what his fees are no one should be surprise. He is meticulous and extremely knowledgeable. Jason will help you with your financial planning in a respectful and profession manner. I am grateful to be part of his client's list.
Justine Gamble
2 years ago
We contacted Jason after a terrible experience with another company - he was knowledgeable, caring and informative - he was happy to meet with us in person or over zoom.
Lourdes Matsumoto
2 years ago
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.
D.
2 years ago
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
2 years ago
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
2 years ago
Excellent Service. Highly Recommend.
Bree
2 years ago
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
2 years ago
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
2 years ago
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
2 years ago
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
3 years ago
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
3 years ago
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
3 years ago
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
3 years ago
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
3 years ago
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
3 years ago
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
3 years ago
Very efficient and effective. Answered all my questions thoroughly and helped me a lot!
BRYCE MEYET
3 years ago
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
3 years ago
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
4 years ago
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
5 years ago
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