Specialties
Ivan Breger, CPA provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
* Tax Management Services
* Estate and Trust Planning and Tax Preparation
* Accounting Services
* Financial and Retirement Planning
Financial and Retirement Planning:
Ivan Breger, CPA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.
Whether you are developing an investment strategy or evaluating current investments, Ivan Breger, CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Meet the Business Owner: Ivan B.
For over 40 years, Ivan Breger, CPA has been providing quality, personalized financial guidance to local and national individuals and businesses. His expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Our website provides you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, and links to other useful sites. Whether you are an individual or business, Ivan Breger, CPA has years of valuable experience assisting professionals with their accounting needs.