Bergey & Company , P.A.

What Bergey & Company , P.A. does

Bergey & Company, P.A. is a privately-held, family-owned Certified Public Accounting firm headquartered at 8938 Worcester Highway, Berlin, Maryland. Founded in 1979 by James Bergey Jr., CPA, the firm has operated continuously for over 45 years and is now in its second generation of leadership, with James Ryan Bergey III, CPA, serving as a principal. The practice is organized as a Maryland Professional Association (P.A.) holding Maryland State Board of Public Accountancy CPA Corporation Permit #39870, and it concentrates its service delivery on Worcester County and surrounding Maryland areas.

The firm's core service lines span the traditional CPA practice spectrum: income tax preparation and planning for businesses and individuals (including multi-state filings and tax authority representation); business consulting covering new business formation, succession planning, due diligence, and acquisitions; bookkeeping and payroll processing; estate, trust, and fiduciary administration; real estate transaction advisory including 1031 exchanges; and QuickBooks consulting under its Professional Advisor designation with Intuit. Service delivery is supported by a small set of standard third-party platforms — SafeSend Returns for secure client document exchange, ScreenConnect for remote desktop support, and CPACharge for online invoice payment — alongside standard professional accounting and tax software. The team comprises roughly 12 staff, including multiple credentialed professionals (CPA, PFS, CFP, MST) and a CPA candidate.

Commercially, the firm operates a sales-led, referral-driven go-to-market model anchored in long-standing community relationships, civic board service (notably Atlantic General Hospital, Calvin B. Taylor Bankshares, and Community Foundation of the Eastern Shore), and professional affiliations (AICPA, MACPA, Maryland Society of Accountants). Pricing is quote-based per engagement with no publicly disclosed rates, and revenue is generated entirely from professional service fees. The firm does not disclose revenue, maintain social media properties, or operate a mobile application; its single permanent office remains the sole physical point of distribution, with all client engagement originating from or routing through that location.

Name

Bergey & Company , P.A.

Legal name

Bergey & Company, P.A.

Website

https://bergeycpa.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

11–50 employees

Short description

Bergey & Company, P.A. is a family-owned CPA firm in Berlin, Maryland, founded in 1979, providing tax preparation, bookkeeping, payroll, estate planning, business consulting, and QuickBooks advisory services to small businesses and individuals in Worcester County, Maryland.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Trust, Fiduciary, and Custody Activities (523991)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax preparation services
• Business consulting
• Bookkeeping payroll
• Estate planning
• Accounting advisory

Headquarters

HQ city

Berlín

HQ country

El Salvador

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation and Compliance Services: Tax return preparation for businesses and individuals at federal, state, and local levels. Includes multistate filings, employment taxes, and nexus claims.
2. Business Consulting: Advisory services including business plans, succession planning, due diligence, incorporation, and business formation services.
3. Bookkeeping and Payroll Services: Ongoing bookkeeping, bank reconciliations, payroll processing, and 1099 reporting services.
4. Estate Planning and Trust Services: Estate tax administration, trust setup, fiduciary accounting, and financial planning services.
5. Real Estate Advisory: Transaction analysis, 1031 exchanges, development advisory, and real estate financing consultation.
6. QuickBooks Consulting: QuickBooks setup, training, and ongoing consulting services through Professional Advisor status.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Bergey & Company, P.A. is a CPA firm that prepares federal, state, and local income tax returns for businesses and individuals (including multi-state filings, employment taxes, and nexus claims), provides business consulting (business formation, succession planning, due diligence, acquisitions, and investment analysis), and delivers ongoing bookkeeping, payroll, and 1099 reporting services. The firm also offers specialized estate planning and trust administration, real estate advisory (including 1031 exchanges and development consulting), and QuickBooks Professional Advisor setup, training, and consulting services.

Product overview

Bergey & Company, P.A. is a CPA firm offering a unified suite of professional accounting and advisory services. The core service portfolio includes Income Tax Preparation (business and individual), Business Consulting, Bookkeeping & Payroll, Real Estate Advisory, and Estate Planning services. QuickBooks Consulting is offered as a specialized add-on service leveraging QuickBooks Professional Advisor status. The firm also provides a Client Portal for secure document exchange and remote access. All services are delivered by certified professionals (CPAs, CFPs, PFS) through the firm's Berlin, Maryland office.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Tax Preparation Tax preparation and compliance services for businesses and individuals, including multi-state filings, nexus claims, employment taxes, and tax planning strategies.
• Business Consulting Strategic advisory services including business plans, projections, succession planning, due diligence, acquisitions, and incorporation assistance.
• Bookkeeping & Payroll Ongoing financial record-keeping and payroll processing services including deposits, bill payments, bank reconciliations, payroll checks and returns, and 1099 reporting for small and mid-sized businesses.
• Real Estate Advisory Real estate investment advisory services specializing in transactions, analysis, 1031 exchanges, and development consulting for clients in Worcester County and surrounding areas.
• Estate Planning Trust and estate planning services including trust setup, estate compliance, financial planning, fiduciary tax returns, fiduciary accountings, and beneficiary notifications such as Crummey notices.
• QuickBooks Consulting QuickBooks setup, training, and consulting services delivered through the firm's Intuit QuickBooks Professional Advisor designation, providing businesses with expert guidance on QuickBooks configuration and use.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

One partnership is on record.

• Intuit (QuickBooks)coreTechnology or IntegrationQuickBooks Professional Advisor designation. Firm has access to professional QuickBooks resources and can provide setup, training, and consulting services for QuickBooks users.

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• RSM US: National mid-market-focused accounting and consulting firm with strong tax, audit, and business advisory practices. Competes for the same closely-held and family-owned business clients that Bergey serves.
• CBIZ: National provider of accounting, tax, and advisory services to small and mid-sized businesses. Competes with Bergey for outsourced accounting, tax preparation, and business consulting engagements.
• CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm focused on private businesses, agribusiness, and closely held companies. Overlaps with Bergey's agriculture and construction industry client base and full-service CPA offerings.
• Withum: Top-30 national accounting and advisory firm with strong mid-market practice. Comparable service breadth including tax, audit, wealth planning, and outsourced accounting for SMB and family-owned clients.
• BDO USA: Top-10 national accounting and advisory firm offering tax, audit, business consulting, and wealth management. Represents the larger incumbent competition for Bergey's SMB and family-business clients when engagements scale up.

Direct peers

• Rea & Associates: Ohio-based regional CPA firm of comparable size serving SMBs with tax, accounting, audit, business consulting, and payroll services across multiple industries. Similar multi-office small-firm model with strong community ties.
• SC&H Group: Maryland-based accounting, tax, and business advisory firm serving closely held businesses and individuals. Similar service portfolio including tax planning, business consulting, and outsourced accounting.
• Gross, Mendelsohn & Associates: Baltimore-based CPA firm offering tax, audit, business consulting, and outsourced accounting services to businesses and individuals in the Mid-Atlantic region. Comparable full-service CPA firm in similar geography.
• Ellin & Tucker: Baltimore-based CPA firm providing tax, audit, business advisory, and outsourced accounting services to mid-market and family-owned businesses in the Mid-Atlantic. Comparable size and full-service CPA model.
• KatzAbosch: Timonium, Maryland-based CPA and advisory firm of similar mid-small size offering tax, audit, accounting, wealth management, and business consulting to Maryland businesses and individuals. Comparable in service mix, Maryland footprint, and SMB client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bergey & Company , P.A.