Dan Bergs, CPA, is a partner at Wegner CPAs and leads the firm’s tax practice. Based in the firm’s Madison, Wisconsin office, he provides strategic tax planning and business advisory services to multi-entity real estate groups, high-net-worth investors, and construction businesses throughout the greater Madison area.
Dan’s work focuses heavily on real estate owners and investment groups whose operations span multiple entities and complex ownership structures. He partners with clients early in the decision-making process, helping them understand how acquisitions, dispositions, restructurings, and growth strategies will impact their overall tax position. His approach is forward-looking and grounded in protecting after-tax returns while minimizing unexpected tax exposure.
As a responsive and engaged advisor, Dan builds strong working relationships with his clients and stays closely involved as opportunities evolve. He combines technical tax expertise with practical business insight to help real estate groups strengthen their financial position over time.
