Bob Berg, Your Clairemont Tax Expert

Berg Taxes

When Should You Seek Professional Tax Assistance?

Not seeking professional tax assistance to discuss current tax-related issues can create problems or cause you to miss out on beneficial options that need to be timely exercised before year-end. Generally, you should call a professional any time you have a substantial change in taxable income or deductions. By doing so, we can advise you about how to optimize your tax liability, avoid or minimize penalties, estimate and pre-pay required taxes, document deductions, and examine and explore tax options. You should call a professional if you or your spouse:

·         Receive a large employee bonus or award

·         Become unemployed

·         Change employment

·         Take an unplanned withdrawal from an IRA or other pension plan

·         Retire or are contemplating retirement

·         Move or otherwise change your address

·         Exercise an employee stock option

·         Have significant stock gains or losses

·         Get married

·         Separate from or divorce your spouse

·         Sell or exchange a property or business

·         Experience the death of a spouse during the year

·         Turn 70½ during the year

·         Increase your family size through birth or adoption of a child

·         Start a business or acquire a rental property

·         Receive a substantial lawsuit settlement or award

·         Get lucky in a casino, lotto, or game show and receive a W-2G

·         Plan to donate property worth $5,000 ($500 if a vehicle) or more to a charity

·         Plan to gift more than $14,000 to any one individual during the year


We here at BergTaxes have been doing taxes in the Clairemont/Kearny Mesa area for over 20 years. We offer free consultations regarding any and all tax matters.

For more information, call (858) 279-1040 or email

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