BERRETT TAX & FINANCE INC.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | BERRETT TAX & FINANCE INC. | home page | |
| Website | https://www.boisetaxadvisors.com/ | home page | |
| Office locality | Meridian, ID | home page | |
| Phone | +12088871817 | home page | |
| Offers bookkeeping | Documented: ...owners, executives, independent professionals, and more. Tax Planning & Preparation Bookkeeping Full-Service Payroll Formation & Organization CFO Services Tax Credits... | home page | |
| AP / AR | Documented: ...Bookkeeping setup Bookkeeping training Cleaning up prior-year books Invoicing and accounts receivable Bill pay and accounts payable Budgeting Preparing and analyzing financial... | /bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...professionals, and more. Tax Planning & Preparation Bookkeeping Full-Service Payroll Formation & Organization CFO Services Tax Credits High-Net-worth Individuals Investors... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...and accounts receivable Bill pay and accounts payable Budgeting Preparing and analyzing financial statements to help you run your business efficiently | /bookkeeping | 6 pts (max 6) |
| Software supported | QuickBooks | /about-us | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Jason W. Berrett · Enrolled Agent (on the IRS record) · business name on the record: Berrett Tax & Finance, Inc. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Jason Berrett, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: Share information and documents via email, mail, text messaging, online portal, or online transfer system. | home page Nov 4, 2026 | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Idaho State Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Jason W. Berrett under the business name 'Berrett Tax & Finance, Inc.' in Meridian, ID. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from BERRETT TAX & FINANCE INC.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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