J Berkey & Co. is a Bradenton tax and business consulting firm. We handle tax preparation and planning for individuals and small businesses with upfront pricing, IRS-registered preparers, and fees below national averages.
J Berkey & Co. was built on a straightforward idea: clients deserve the expertise of a national firm at a price that makes sense. No franchise royalties, no inflated fees, no surprises.
Every preparer at J Berkey & Co. is registered with the IRS, carries professional liability insurance, and maintains a clean background. That is a firm requirement, not a differentiator.
Fees are disclosed before any work begins. Pricing is based on a standard menu and consistently below national averages because there are no franchise royalties being passed along to you.
Every client is seen in a private office and treated as an individual, not a transaction. We take the time to understand your situation before we touch your return.
From individual returns to full business strategy, J Berkey & Co. handles the financial work that lets you focus on what you do best.
Individual and small business returns handled by IRS-registered preparers. Fees disclosed in writing, below national averages, with service in a private office setting.
Learn moreA solid business plan is not optional. We use our experience and a set of proven tools to help you build one that covers growth, capital needs, and execution before you commit resources.
Learn moreEvery business hits friction. We help small business owners evaluate where it is coming from and adjust, whether that means a strategy session in the office or visiting your operation in the field.
Learn moreRegulations vary by industry and most business owners are not experts in them. We help identify the relevant rules, build processes to stay compliant, and for select clients handle bookkeeping and reporting to governing authorities directly.
Learn moreJohn Berkey has over two decades in financial services and has been on both sides of the financing table. We help identify the right solution and walk you through the application from start to finish.
Learn moreSchedule a tax preparation appointment online. Upfront pricing menu available at booking.
Book OnlineWe respect our clients' privacy. We gratefully accept praise through personal referrals to friends and family.
John Berkey, Managing PartnerTax preparation and planning for individuals and small businesses, business plan development, strategy and operations consulting, governance and compliance, and small business financing. All preparers are IRS-registered and carry professional liability insurance.
All fees are disclosed in writing before any engagement begins, using a standard upfront menu. Because the firm does not pay franchise royalties, pricing consistently falls below national averages. No surprises.
Yes. J Berkey & Co. handles returns for traditional W-2 employees and those with self-employment income, as well as small business tax reporting. All total reporting needs are covered.
Yes. The firm is open year round. Tax planning, business consulting, and financing work do not stop on April 15. Appointments are preferred.
J Berkey & Co., LLC is located at 3639 Cortez Rd W, Suite 108, Bradenton, FL 34210, in the Wildewood Professional Park.