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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 36 times

Background checked

License verified

14 years in business

Payment methods

Apple Pay, Check, Credit card, PayPal, Venmo, Zelle

Featured Projects

2 photos

Reviews

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

Exceptional 5.0

27 reviews

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Read reviews that mention:


Timothy D.

Accounting

She's been amazing and will continue to use her for all my accounting needs.
Aug 5, 2020
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Verified
Ryan N.

Individual Tax Preparation

Melody was fantastic to work with from day 1. Quick response, consistent communication throughout the process. She made the tax experience a breeze. A+++ I definitely found my new CPA
Jul 18, 2020
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Verified
Randal A.

Individual Tax Preparation

We were very last minute filers this year. Melody responded quickly to our request for a quote and, just as quickly, got to work. Doing our taxes remotely (for the first time) was easy with the system she has set up. She is super sweet and friendly, and was a a joy to work with. She got everything done on time and we were really happy with the results. Definitely using Melody next year!
Jul 16, 2020
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Verified
Dana O.

Individual Tax Preparation

Melody took my case very close to the tax deadline and handled my taxes quickly and professionally! She exhibited such a kind demeanor and her communication skills and keeping me informed of progress were impeccable!
Jul 15, 2020
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Verified
Joe W.

Individual Tax Preparation

Melody was great. First time hiring her and she was communicative, professional, and kept everything organized 👌 definitely hiring her again!
Jul 5, 2020
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Verified
Credentials
License

License Type: CPA - Certified Public Accountant (TX)

License

License Type: CPA – Certified Public Accountant (CA)

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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