Our Approach
It shouldn’t cost you anything to find out if you can reduce your tax liability.
Berkeley Group, LLC will review your tax returns for free. If we find opportunities to reduce your tax liability, we will prepare a report identifying the amount you can save. Most of our clients have annual sales of between $300,000 and $30,000,000. The average annual savings we find for clients is more than $15,000.
If we can’t save you at least $5,000 in the first year from deductions and credits that you haven’t been using, we charge nothing and still tell you where you can save money.
Berkeley Group, LLC removes the risk. Instead of paying someone to find out if you can save, call us, we will tell you how much you can save and how to do it.
If the savings are more than $5,000 and you choose to go forward, our fee for savings over $5,000 is a sliding scale beginning at $1,975 and reaching a maximum of $3,950, and never more. There are no hidden charges to obtain these savings. You pay nothing for the savings you receive in the second year and thereafter.
So, you’re first year savings are always more than 2.5 times the cost, and there’s no fee for the savings in future years. After two years, your savings are more than 5 times the cost.
And remember, if we can’t find savings of at least $5,000 a year, the savings report is free.
Call us today and start keeping your money.
Call or e-mail us today. Berkeley Group, LLC does not employ telemarketers. When you contact us, you will be communicating directly with the tax advisor dedicated to your file at all stages in our process and in the future. Contact Us