Dan Bergs, CPA

Partner
Tax & Business Services

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.

  • 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
dan bergs

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…