Melody E Bergloff, CPA
Melody E Bergloff, CPA

Melody E Bergloff, CPA

Offers remote services
Offers remote services
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Introduction: You can get your bookkeeping and tax preparation done right from the comfort of your home or office. I have spent years creating a virtual practice, helping clients from several different states. I enjoy the work and interaction from you. I do not have set hours during the day so clients contact me all the time. You can call, text or email me your questions any time. Hello. My name is Melody E Bergloff CPA with experience in bookkeeping and tax preparation for small-to-mid-size businesses and individuals since 2007. My main goal is to provide as much convenience for you as possible while helping you get organized with your books and get your taxes done. Please contact me with any questions you have.
Overview

Hired 51 times

Background checked

License verified

2 employees

15 years in business

Payment methods

Apple Pay, Check, PayPal, Venmo, Zelle

Featured Projects

2 photos

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

33 reviews

5
97%
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Read reviews that mention:


pro avatar
George M.
Feb 6, 2022
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Hired on Thumbtack

Hired on Thumbtack

I highly recommend working with the Bergloff team. Michael has provided great value, insight, and strategy. His enthusiasm for, interest in, and understanding of my vision gives me confidence to know I have the support of a talented, expert tax strategist.
Individual Tax Preparation
pro avatar
Dana W.
May 20, 2021
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Hired on Thumbtack

Hired on Thumbtack

First time I have used a virtual CPA, but everything went smoothly and on time. Will be using her services again next year.
Individual Tax Preparation
pro avatar
Richard Y.
May 15, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Melody was great to work with. I didn't have any issues working with her remotely and electronic filing is the way to go. She reviews her work for accuracy and helped me reduce my taxes which was fantastic. I'll be looking forward to working with her on my taxes for next year!
Individual Tax Preparation
pro avatar
Timothy D.
Aug 5, 2020
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Hired on Thumbtack

Hired on Thumbtack

She's been amazing and will continue to use her for all my accounting needs.
Accounting
pro avatar
Richard H.
Jan 13, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Respinded quickly, understood my situation and requirements, negotiated a fair fee for their services
Individual Tax Preparation
Credentials
License

License Type: CPA – Certified Public Accountant (ID)

License verified on 12/14/2021

License

License Type: CPA – Certified Public Accountant (CA)

License verified on 12/14/2021

Background Check

Melody E Bergloff, Cpa

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Typically for bookkeeping, I set up a monthly fee for my clients. That way, the client knows the exact cost for the whole year. If that ever needs to be adjusted, it is discussed first. Services for tax return preparation are given a range based on a brief explanation from the client on what I can expect.

  • What is your typical process for working with a new customer?

    Typically when meeting a new client, we first speak and discuss what services are needed. Once I have an idea, I go over all options of providing data and documentation digitally. My clients have 24/7 access to all paperwork provided right from their computers. Simultaneously, we go over what fees or range of fees they can expect from me. I do not send surprise invoices. I also don't send invoices for general questions throughout the year from time doing research. If regular consultation is needed, we discuss those fees separately. Once services are laid out, documentation inquiries are figured out and fees are discussed, then the work can get started.

  • What education and/or training do you have that relates to your work?

    In 2007, I earned my Bachelor's of Science Degree in Accounting. I am a licensed Certified Public Accountant (CPA). For 7 years, I worked for public and corporate accounting before turning my focus on the business.

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