Zach Bergthold, CPA

How do I help clients Live a Richer Life®?
For many clients, taxes are a complicated and oftentimes stressful topic. I love the opportunity to debunk this myth and help clients with not only compliance and reporting requirements, but also to ensure that they have a full understanding and are comfortable with the path chosen. One of the most rewarding experiences is to have a client express the peace of mind they have surrounding their tax situation after working together.

How do I align my time and money with my values and passions to Live a Richer Life®?
Through our work and the clients we serve, I am fortunate to have a network of peers, friends, clients, and mentors that push me to excel. This allows me, on a personal and professional level, to be a steward of what I have and guide others to do the same. The constant ability for growth results in Living a Richer Life daily, surrounded by an amazing group of people