Creative Planning,

12100 Meredith Dr Suite #200, Urbandale, IA 50323, United States

"Erik DeWitt is a senior specialist is every sense of the word. He is both expertly skilled in the area of server configuration AND helping others to achieve their goals to manage servers on site. He has been tremendously helpful."

"When my regular CPA took another opportunity I received a letter that I don't spend enough money per year for them to be interested in my tax preparation any longer. Given the several thousand dollars I've spent in 2021 with Bergan KDV as well as being a client since they entered the DSM market this came as a bit of a surprise. With 2 separate businesses as well as a personal return, I wonder how much I need to spend for them to actually want my business? If you are a small business owner with limited funds to spend on your tax & financial services I would definitely suggest looking elsewhere. The fact that the news came as an impersonal form letter goes to show just how much they valued my years as a client. My biggest regret is the multiple small business owners like myself I have referred to them who are now also in the same spot as me with tax season approaching."

"Alex M. was super helpful this morning. He was friendly, courteous, and efficient. Couldn't ask for better IT support. Thanks again!"

"They were terrible. I had 3 different people working on my personal taxes, took the information to them almost 2 months in advance & they still had to file for an extension & the amount due to the IRS was incorrect so I overpaid. Also, their services are overpriced."

"Bergan Paulsen helped me set up my SCorp and helps with my payroll taxes and helped save me a lot in deductions when preparing my taxes. Excellent and professional service! I would recommend to anyone with a small business or who is self employed such as myself! Kalen Ludwig, Realtor Peoples Company"