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DAVID BERGER, CPA


Berger Lewis is a full service firm of CPAs and business advisors with offices in San Jose and Santa Cruz, California.  The staff, of over fifty professionals, serves Silicon Valley, the greater San Francisco Bay Area and the Monterey Bay Region. The clients range from Internet startups to long time family businesses from successful entrepreneurs to nonprofit organizations from individual clients with generations of wealth to those with newly acquired assets. They strive to meet each client's needs with uncommon expertise and uncompromising dedication to excellence.

The Company CPAs, staff and business consultants reflect the diversity of a constantly changing global business culture. Notwithstanding their global reach, they are anchored in the communities where they work, and view community involvement as an essential part of who they are. Berger Lewis provides solutions for both emerging and well established privately held businesses. 
 
The Company provides individuals with solutions for the growth, management and sharing of their financial resources. As advisors and counselors, as well as accountants, consultants and as tax preparers, they offer you solutions to the questions frequently encountered while doing business in a constantly changing business environment.
 
The Company provides a full range of services to the nonprofit community in the Silicon Valley, greater San Francisco Bay Area, and Monterey Bay Region. Their clients depend on them for their specialized audit and tax needs, as well as for guidance on operational and accounting issues. Many of their Principals and managers serve on nonprofit boards, experience which has given them a full understanding of their nonprofit clients.
 
The Company litigation support specialists quantify and analyze important financial aspects of each case, assess financial strengths and weaknesses, and present vital information such as possible tax ramifications. Litigation support from an experienced CPA firm can be essential to the successful resolution of a case. As accountants with a diverse practice, they see many different situations on a regular basis. This gives them a wealth of experience and knowledge that will both support your case and allow them to act as forensic accountants on your matter.

The Company provides educational sessions for clients focused on understanding a variety of option plans, how options are taxed, option exercise strategies and alternatives. A business valuation quantifies and substantiates your company's worth in terms of tangible and intangible assets. The valuation process is never simple. It requires a multi dimensional examination of quantitative and qualitative aspects of your business, and an analysis of pertinent tax, financial, and industry data.
 

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