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Dan Bergs, CPA

Partner

Tax & Business Services

Dan Bergs is a partner in Wegner CPAs’ tax and business services department. Dan joined Wegner CPAs as an intern in 2008 and started full-time after graduation in 2010. He specializes in working individual and business clients providing them with a variety of tax and accounting services. Dan annually attends educational seminars to continue his professional development. Dan specializes primarily on serving individuals and businesses in the following areas:

Individual and business income tax planning and preparation
Corporate, S Corporation and Partnership Tax Returns
Outsourced accounting and bookkeeping
Entity planning for new businesses
QuickBooks^® consulting
Sales Tax and Multi-State Tax

Certified Public Accountant (CPA)

Member, Wisconsin Institute of Certified Public Accountants (WICPA)
VITA (Volunteer Income Tax Assistance) Program
President, Sauk Trails Optimist Club
Member, Kiwanis Club
Middle School Youth Ministry Volunteer, St. Maria Goretti Church
Mission Trip Volunteer, Love Begins Here

Bachelor of Science, Accounting; University of Wisconsin-La Crosse

Office

Madison, WI

(608) 442-1986

Service Area

Business | Individual

Specialties

Outsourced Accounting
Tax Planning & Compliance
Business Planning

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Authored Content

Voluntary Disclosure Program: IRS Provides Last Chance to Payback Improper ERC claims filed for 2021

08/22/24

On August 15, 2024, in Announcement 2024-212, the IRS provided a limited re-opening of the second round of a Voluntary Disclosure Program for employee retention credits (ERC) for businesses, including tax-exempt organizations, who filed…

IRS begins to process low risk ERC claims, review ERC claims, & notify taxpayers of claim denials where they’ve found red flags

08/9/24

The Internal Revenue Service (IRS) has started sending out denial letters related to the employee retention credit (ERC). The IRS has sent out 28,000 letters to businesses disallowing ERC claims and they have an…

IRS Voluntary Disclosure Program for False Employee Retention Credit Claims – Deadline is March 22, 2024

03/18/24

On December 21, 2023, the IRS released a program for companies and employers who received questionable employee retention credits (ERC) and did not meet the qualifications. Employers can pay back the ERC received at…