Your Financial & Tax Solutions Under One Roof
For over 60 years, Berg Faircloth & Company has been providing personalized accounting, tax planning, and financial guidance to individuals and businesses in the Leesburg and Washington, DC area. Founded on a foundation of integrity and expertise, we are dedicated to helping our clients achieve sustainable financial success.
What sets us apart?
We go beyond simply reacting to your financial situation. We take the time to understand your unique goals, challenges, and aspirations. By working closely with you, we develop personalized plans that align with your personal or business objectives.
Tax Planning & Preparation
- Comprehensive tax planning and filing for individuals and businesses
- Strategies to minimize taxes through efficient planning and compliance
- Specialized expertise in international taxation, retirement planning, and estate planning
Financial Planning
- Development of comprehensive financial plans for individuals and businesses
- Guidance on investments, estate planning, risk management, and retirement planning
- Financial literacy workshops and consultations
Business Services
- Business valuation and succession planning
- Strategic business planning and operational efficiency assessments
- QuickBooks support and training
- Payroll processing and compliance
What our clients say
"Berg Faircloth & Company has been an invaluable partner in my financial success." - John Smith, satisfied client
"I appreciate the personalized attention and genuine concern from the team at Berg Faircloth & Company." - Sarah Jones, loyal client
Our Team
We are a team of experienced and passionate professionals who are dedicated to exceeding your expectations. Get to know the talented individuals who make up our team and discover the benefits of working with Berg Faircloth & Company.
Ready to take control of your financial future?
Contact us today to schedule a free consultation and learn how our personalized approach can benefit you.
Overall Experience
Berg Faircloth, a tax preparation firm, has received a mix of positive and negative reviews from its clients. The firm has been praised for its exceptional service, professionalism, and ability to save clients money by utilizing their knowledge of the tax code. On the other hand, some clients have experienced issues with unnecessary tasks, incorrect categorization of expenses, and failure to identify eligible tax credits.
Customer Reviews
The reviews highlight the exceptional service provided by Rick and Tiffany of Berg Fairloth, with one client praising their professionalism, accuracy, and bound tax portfolio. Another client has been a client of Tiffany Liston for several years, praising her responsiveness and helpfulness. Additionally, a client has commended the firm for saving them a significant amount of money in taxes.
However, one client has shared a negative experience, citing unnecessary tasks, incorrect categorization of expenses, and failure to identify eligible tax credits. This client eventually changed firms to Fitzwater Dean, which helped them identify an additional tax credit they were eligible for.
