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    Bertrand and Associates

    4.6 (11 reviews)
    Closed 9:00 am - 5:00 pm

    By appointment only

    Updated 1 month ago

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    Services - Bertrand and Associates

    Accountants

    Business filing for current tax year

    Individual filing for current tax year

    6 More Services

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    1 year ago

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    2 years ago

    Very professional office and beautiful decor our CPA is brilliant and knowledgeable Really happy with our new cpa

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    3 years ago

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    7 years ago

    Good turn around time. Complicated situation. Good advice. Will definitely recommend.

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    Review Highlights - Bertrand and Associates

    Michael emailed me back almost immediately and said he was available for a phone call in 90 minutes.

    Mentioned in 5 reviews

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    Cornerstone

    Cornerstone

    (11 reviews)

    South Reno

    I had recently listened to a Chris Abts' broadcast on TV about reducing taxes during retirement…read more(both my wife & myself have been retired for years) so I called Cornerstone to see if I could learn more. I told them I wasn't a client but asked if I could get more information as I had missed part of the braodcast. Their Marketing Director Nikki White invited me to come up and talk to Jeff Martin , one of their Financial Advisers, to analyze our situation during a free "Discovery" Session. I was instructed to complete a form that would give Jeff our financial picture and also to bring along our last 3 years of tax returns so he could best advise me. I double-checked again to make sure this was free and I was assured it was. When I arrived at their office I was greeted enthusiastically by their staff and then Jeff came out to meet me. Jeff spent over an hour going over our financials and tax returns and gave (again "gave" is the operant word since this was free) me great advice about upcoming tax law changes. Jeff is very knowledgable, professional, friendly, and pleasant. He listened patiently while I laid out our finances and only spoke for clarification. He then analyzed our situation and made some great suggestions. At then end of our time, I thanked him profusely and he assured me he was in this business to help people make good financial decisions and his reward was my thanks. Clearly Chris' management style & philosophy is evident all through the organization. What a wonderful & pleasant experience this was. If I was anywhere else in the stages of investing or planning for retirement, I would have signed up with this company. I highly recommend this firm.

    I've invested with Cornerstone for a few years now. I like that there are no fancy market plays,…read morejust solid financial models. Even in this market, I feel comfortable with my investments with Cornerstone. Chris and staff are very friendly and knowledgeable. They take the time to explain the details of how your investments work. They also do a great job of job of helping you set up a retirement plan.

    Bertrand and Associates - accountants - Updated June 2026

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