Andrew Berg, CPA

What's your story? 360 degree solutions for small business. One stop shop for startup to thriving businesses. We're not a basic CPA firm.

[Andrew Berg, CPA @bergcpa]

@MaxxJay_ Humans don’t waste an extra minute telling AI to write a short post?

[Andrew Berg, CPA @bergcpa]

https://t.co/zoFrDyhJhH

[Andrew Berg, CPA @bergcpa]

Even though the tax filing deadline passed last month, it’s not too early to start planning for next filing season. Planning now can help taxpayers avoid surprises next year. One action that can be taken is checking for proper tax withholding:

https://t.co/Wj1HeJ4uR8

[Andrew Berg, CPA @bergcpa]

Wherever you are in your financial journey, you can use your tax refund to make progress on your financial goals.

Paying off debt, building an emergency fund, and investing for retirement are a few great ways to use your tax refund. You can also use your tax refund to save for your kids’ college funds, pay off your home faster, or save up for large purchases.

If you’re getting a big tax refund every year, it might be time to adjust your tax withholding.

https://t.co/V7iprRbcdK

[Andrew Berg, CPA @bergcpa]

The costs for continuing education can add up quickly and get expensive. There are several tax benefits such as credits and deductions that can help eligible taxpayers reduce these costs. A tax credit reduces the amount a person owes in income taxes dollar-for-dollar.

Let’s look at a few of the most common ones:

https://t.co/w7TdwQcBul

[Andrew Berg, CPA @bergcpa]

The IRS has announced its annual Dirty Dozen list of tax scams for 2026 that threaten the tax and financial information of taxpayers, businesses, and tax professionals.

A notable change to this year’s list is the addition of abusive undistributed long-term capital gains claims.

The IRS advises all taxpayers to remain cautious year-round, as criminals will always be on the lookout for new ways to obtain money, personal identifiable information, and data:

https://t.co/hp1Ix8kLuv

[Andrew Berg, CPA @bergcpa]

Spring is hands-down the best time to sell a house, thanks to strong demand, better weather, and timing that lines up with the school year.

Homes listed in April or May are more likely to sell fast and for top dollar, since June prices are typically the highest of the year.

A busy spring market means more buyers and stronger offers—but also more competition, so preparation is key. Sellers who start early, stay organized, and focus on what buyers care about (like curb appeal and clean spaces) will stand out:

https://t.co/0iEQZ7ZIhb

[Andrew Berg, CPA @bergcpa]

@CPATaxTeam It’s always a balance. Sometimes levering debt is smart. But cash is always king! Living paycheck to paycheck is both financially and psychologically difficult.

[Andrew Berg, CPA @bergcpa]

Gig economy workers can now reduce their tax bill and keep more of their income, because of provisions in the One, Big, Beautiful Bill:

https://t.co/2LBtuEYB7o

[Andrew Berg, CPA @bergcpa]

Taxpayers have 10 rights which make up the Taxpayer Bill of Rights. One of these ensures taxpayers have the right to pay only the amount of tax legally due, including interest and penalties, and to have the IRS apply all tax payments properly:

https://t.co/97pGVAOy1G

[Andrew Berg, CPA @bergcpa]

Even if you’re just starting at 40 years old, it’s very possible to build a $1 million nest egg by the time you retire - but it will take dedication and consistency.

Taking advantage of your workplace 401(k), getting out of debt for good, prioritizing saving, and working with a financial advisor are all great ways to catch up on retirement savings.

Good news: If you’re like most Americans, your 40s and 50s are prime earning years:

https://t.co/rgcvZN4sPq

[Andrew Berg, CPA @bergcpa]

Taxpayers who discover an error after filing a federal tax return may need to file an amended return. There are some instances where an amended return isn’t required, such as when the IRS corrects errors during processing or requests missing forms or schedules separately:

https://t.co/Pl7HTzFQ15

[Andrew Berg, CPA @bergcpa]

@NotNJ_Taxman IRS - We never received that s-election. Me - Oh really, cause I faxed it 5 times and mailed it on paper three times.

[Andrew Berg, CPA @bergcpa]

@LoganGrafTax They haven’t been right since they all went home for Covid, then returned and shredded 2 years worth of paper filings & docs.

[Andrew Berg, CPA @bergcpa]

Did you know that AI-enabled IRS impersonation by phone (robocalls, voice mimicry, spoofed caller ID) is one of the 2026 "Dirty Dozen" tax scams? Learn more about what other scams to look out for:

https://t.co/qeU12PGMuy

[Andrew Berg, CPA @bergcpa]

@Love2Travel @CPATaxTeam You found it, so you’re presenting! Actually our session is a round table but I plan to bring up AI security concerns.

[Andrew Berg, CPA @bergcpa]

Grocery prices have gone up recently due to inflation, extreme weather, labor shortages, supply chain disruptions, and rising production costs. All these things have increased the cost of producing food and delivering it to stores - so consumers get stuck paying higher prices:

https://t.co/gvyudPgRZ8

[Andrew Berg, CPA @bergcpa]

Taxpayers who filed their federal tax returns and are owed a refund may be wondering about the status. There are several options for people to check.

A new feature in Individual Online Account lets taxpayers opt in to receive email notifications when there’s an update to their refund status. Taxpayers still have the option to check their refund status without signing in with Where’s my Refund?

https://t.co/Pl58CkcKJL